OAK TREE WEALTH MANAGEMENT RETIREMENT PLAN

[ EIN: 01-0902928 | Plan No. 001 ]

Form 5500 filing classifies OAK TREE WEALTH MANAGEMENT RETIREMENT PLAN as a 401(k) plan, sponsored by OAK TREE WEALTH MANAGEMENT, LLC. The plan is a Small Plan with 1 participants and total assets of $337,338 reported for the 2019 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: OAK TREE WEALTH MANAGEMENT, LLC

Location: 2697 DERBY DRIVE, SAN RAMON, CA 94583

EIN: 010902928

Plan Number: 001

Plan Year: 2019

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 1

Total Assets: $337,338

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