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

Active participants

12,686

Total plan assets

$2.8B

Filings (rows)

Direct comp

$7K

Indirect comp

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
General Atomics General Atomics 401(k) Retirement Savings Plan · all filings	SAN DIEGO, CA	Other service providers	12,686	$2.8B	$7K	$0