Form 5500 Search

OAKWOOD CAPITAL

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
20
Active participants
12,906
Total plan assets
$608.8M
Filings (rows)
20
Direct comp
$41K
Indirect comp
$526K
Aggregating 2 name variants under "OAKWOOD CAPITAL"

SERVICES PROVIDED

Broker11
Advisor / Consultant7
Accountant / Auditor1
Other1

Top plans served

All 20 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
VIANT MEDICAL, LLC
VIANT MEDICAL, LLC 401(K) PLAN
FOXBOROUGH, MA
Advisor / Consultant
BROKER/ADVISOR
2,944$153.0M$0
VIANT MEDICAL, LLC
VIANT MEDICAL, LLC 401(K) PLAN
FOXBOROUGH, MA
Advisor / Consultant
BROKER/ADVISOR
3,133$123.7M$0
RAWLINGS SPORTING GOODS COMPANY, INC.
RAWLINGS SPORTING GOODS 401(K) PLAN
ST. LOUIS, MO
Advisor / Consultant
BROKER/ ADVISOR
841$56.2M$0
HUMPHREY & ASSOCIATES, INC.
HUMPHREY & ASSOCIATES, INC. 401(K) PLAN
CARROLLTON, TX
Other
OTHER SERVICES
415$44.3M$0
SYSTEM1 OPCO, LLC
SYSTEM1 LLC 401(K) PLAN
MARINA DEL REY, CA
Broker
BROKER/ADVISER
256$41.6M$0
SYSTEM1 LLC
SYSTEM1 LLC 401(K) PLAN
MARINA DEL REY, CA
Broker
BROKER/ADVISER
256$31.5M$0
MARCAL MANUFACTURING, LLC
MARCAL PAPER NON-UNION 401(K) PLAN
ELMWOOD PARK, NJ
Broker
BROKER/ADVISER
729$26.6M$0
MARCAL MANUFACTURING, LLC
MARCAL PAPER NON-UNION 401(K) PLAN
ELMWOOD PARK, NJ
Broker
BROKER/ADVISER
845$24.0M$0
SYNERGOS COMPANIES LLC
SYNERGOS COMPANIES 401(K) PLAN
SCOTTSDALE, AZ
Advisor / Consultant
BROKER/ADVISOR
2,529$22.1M$0
IDEALAB
IDEALAB 401(K) PLAN
PASADENA, CA
Broker
BROKER
24$16.7M$0
IDEALAB
IDEALAB 401(K) PLAN
PASADENA, CA
Accountant / Auditor
AUDITOR
23$14.9M$0
MARCAL MANUFACTURING, LLC
MARCAL MANUFACTURING, LLC UNION 401(K) PLAN
ELMWOOD PARK, NJ
Broker
BROKER/ADVISER
76$11.5M$0
HELIOGEN, INC.
HELIOGEN, INC. 401(K) PLAN
PASADENA, CA
Broker
BROKER/ADVISER
59$11.4M$0
MARCAL MANUFACTURING, LLC
MARCAL MANUFACTURING, LLC UNION 401(K) PLAN
ELMWOOD PARK, NJ
Broker
BROKER/ADVISER
74$10.5M$0
HELIOGEN, INC.
HELIOGEN, INC. 401(K) PLAN
PASADENA, CA
Broker
BROKER/ADVISER
146$9.5M$0
VIANT PUERTO RICO INC.
VIANT PUERTO RICO INC. EMPLOYEES RETIREMENT PLAN
VEGA BAJA, PR
Broker
BROKER/ADVISER
163$3.1M$0
VIANT PUERTO RICO INC.
VIANT PUERTO RICO INC. EMPLOYEES RETIREMENT PLAN
VEGA BAJA, PR
Broker
BROKER/ADVISER
202$2.6M$0
ROYAL TRUCKING COMPANY
ROYAL TRUCKING COMPANY 401(K) PLAN
WEST POINT, MS
Advisor / Consultant
INVESTMENT MANAGEMENT
35$2.1M$16K
ROYAL TRUCKING COMPANY
ROYAL TRUCKING COMPANY 401(K) PLAN
WEST POINT, MS
Advisor / Consultant
INVESTMENT MANAGEMENT
36$1.8M$12K
ROYAL TRUCKING COMPANY
ROYAL TRUCKING COMPANY 401(K) PLAN
WEST POINT, MS
Advisor / Consultant
INVESTMENT MANAGEMENT
120$1.6M$13K
OAKWOOD CAPITAL — Form 5500 Service Provider Profile | Form 5500 Search