Form 5500 Search

OAK HARVEST INVESTMENT SERVICE

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
11,088
Total plan assets
$7.9B
Filings (rows)
1
Direct comp
$9K
Indirect comp
$0

SERVICES PROVIDED

Other1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
11,088$7.9B$9K
OAK HARVEST INVESTMENT SERVICE — Form 5500 Service Provider Profile | Form 5500 Search