Oakbourne Advisors

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

512

Total plan assets

$26.6M

Filings (rows)

Direct comp

$92K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Prospecting the plans that use Oakbourne Advisors?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Upstate Veterinary Specialties, PLLC Upstate Veterinary Specialties 401(k) Plan · all filings	LATHAM, NY	Advisor / Consultant	185	$11.8M	$41K	$0
Upstate Veterinary Specialties, PLLC Upstate Veterinary Specialties 401(k) Plan · all filings	LATHAM, NY	Advisor / Consultant	172	$8.7M	$28K	$0
Upstate Veterinary Specialties, PLLC Upstate Veterinary Specialties 401(k) Plan · all filings	LATHAM, NY	Advisor / Consultant	155	$6.1M	$23K	$0