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

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
UPSTATE VETERINARY SPECIALTIES, PLLC UPSTATE VETERINARY SPECIALTIES 401(K) PLAN	LATHAM, NY	Advisor / Consultant	185	$11.8M	$41K	$0
UPSTATE VETERINARY SPECIALTIES, PLLC UPSTATE VETERINARY SPECIALTIES 401(K) PLAN	LATHAM, NY	Advisor / Consultant