OpenERISA

Oates Labritz Wealth Management, LLC

Morgantown, WV, 26505

EIN 86-3789583
Plans
1
Total participants
15
Filing years
2024, 2025, 2023, 2022
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Oates Labritz Wealth Management, LLC 401(K) Profit Sharing Plan4
2024Form 5500-SF001Oates Labritz Wealth Management, LLC 401(K) Profit Sharing Plan4
2023Form 5500-SF001Oates Labritz Wealth Management, LLC 401(K) Profit Sharing Plan4
2022Form 5500-SF001Oates Labritz Wealth Management, LLC 401(K) Profit Sharing Plan3

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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