OAK SUMMIT WEALTH MGMT INV
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
12,686
Total plan assets
$2.8B
Filings (rows)
1
Direct comp
$7K
Indirect comp
$0
SERVICES PROVIDED
Other1
Top plans served
All 1 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GENERAL ATOMICS GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 12,686 | $2.8B | $7K |