OAKSTREET WEALTH MANAGEMENT
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
18
Active participants
9,596
Total plan assets
$383.5M
Filings (rows)
18
Direct comp
$336K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant18
Top plans served
All 18 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| USA COMPRESSION MANAGEMENT SERVICES, LLC USA COMPRESSION 401(K) PLAN | AUSTIN, TX | Advisor / Consultant ADVISOR | 858 | $73.6M | $39K |
| USA COMPRESSION MANAGEMENT SERVICES, LLC USA COMPRESSION 401(K) PLAN | AUSTIN, TX | Advisor / Consultant ADVISOR | 756 | $60.8M | $39K |
| USA COMPRESSION MANAGEMENT SERVICES, LLC USA COMPRESSION 401(K) PLAN | AUSTIN, TX | Advisor / Consultant ADVISOR | 652 | $48.4M | $39K |
| LAKEVIEW FARMS HOLDINGS, INC. LAKEVIEW FARMS, LLC 401(K) PLAN | DELPHOS, OH | Advisor / Consultant INVESTMENT ADVISOR | 914 | $26.9M | $20K |
| LAKEVIEW FARMS HOLDINGS, INC. LAKEVIEW FARMS, LLC 401(K) PLAN | DELPHOS, OH | Advisor / Consultant INVESTMENT ADVISOR | 666 | $23.8M | $20K |
| LAKEVIEW FARMS HOLDINGS, INC. LAKEVIEW FARMS, LLC 401(K) PLAN | DELPHOS, OH | Advisor / Consultant INVESTMENT ADVISOR | 586 | $21.3M | $22K |
| TRUE NORTH EQUIPMENT CO. TRUE NORTH EQUIPMENT CO. 401(K) PROFIT SHARING PLAN | GRAND FORKS, ND | Advisor / Consultant INVESTMENT ADVISOR | 185 | $21.1M | $21K |
| TRUE NORTH EQUIPMENT CO. TRUE NORTH EQUIPMENT CO. 401(K) PROFIT SHARING PLAN | GRAND FORKS, ND | Advisor / Consultant INVESTMENT ADVISOR | 177 | $18.9M | $20K |
| TRUE NORTH EQUIPMENT CO. TRUE NORTH EQUIPMENT CO. 401(K) PROFIT SHARING PLAN | GRAND FORKS, ND | Advisor / Consultant INVESTMENT ADVISOR | 171 | $16.1M | $20K |
| BREWER CARPET AND DESIGN CENTER, INC. BREWER CARPET & DESIGN CENTER 401(K) PROFIT SHARING PLAN & TRUST | OKLAHOMA CITY, OK | Advisor / Consultant FINANCIAL ADVISOR | 254 | $10.2M | $13K |
| BEYEL BROTHERS, INC. 401(K) PLAN BEYEL BROTHERS, INC. 401(K) PLAN | COCOA, FL | Advisor / Consultant INVESTMENT ADVISOR | 427 | $9.6M | $10K |
| BREWER CARPET AND DESIGN CENTER, INC. BREWER CARPET & DESIGN CENTER 401(K) PROFIT SHARING PLAN & TRUST | OKLAHOMA CITY, OK | Advisor / Consultant FINANCIAL ADVISOR | 239 | $8.6M | $13K |
| BEYEL BROTHERS, INC. 401(K) PLAN BEYEL BROTHERS, INC. 401(K) PLAN | COCOA, FL | Advisor / Consultant INVESTMENT ADVISOR | 382 | $8.4M | $10K |
| HOUSTON GRAND OPERA, INC. HOUSTON GRAND OPERA, INC. 403(B) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 894 | $8.1M | $10K |
| BREWER CARPET AND DESIGN CENTER, INC. BREWER CARPET & DESIGN CENTER 401(K) PROFIT SHARING PLAN & TRUST | OKLAHOMA CITY, OK | Advisor / Consultant FINANCIAL ADVISOR | 229 | $7.3M | $13K |
| HOUSTON GRAND OPERA, INC. HOUSTON GRAND OPERA, INC. 403(B) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 1,011 | $7.3M | $10K |
| BEYEL BROTHERS, INC. 401(K) PLAN BEYEL BROTHERS, INC. 401(K) PLAN | COCOA, FL | Advisor / Consultant INVESTMENT ADVISOR | 377 | $6.8M | $10K |
| HOUSTON GRAND OPERA, INC. HOUSTON GRAND OPERA, INC. 403(B) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 818 | $6.4M | $10K |