OpenERISA

Wiseoak Wealth

Boca Raton, FL, 33432

EIN 86-1696137
Plans
1
Total participants
6
Filing years
2024, 2023
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Wiseoak Wealth3
2023Form 5500-SF001Wiseoak Wealth3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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