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

Active participants

15,605

Total plan assets

$789.6M

Filings (rows)

Direct comp

$41K

Indirect comp

$629K

Aggregating 2 name variants under "OAKWOOD CAPITAL"

Click a variant to view it alone

OAKWOOD CAPITAL SECURITIES18 OAKWOOD CAPITAL MANAGEMENT3

SERVICES PROVIDED

Broker11

Advisor / Consultant8

Accountant / Auditor1

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Viant Medical, LLC Viant Medical, LLC 401(k) Plan · all filings	FOXBOROUGH, MA	Advisor / Consultant	2,699	$180.8M	$0	$103K
Viant Medical, LLC Viant Medical, LLC 401(k) Plan · all filings	FOXBOROUGH, MA	Advisor / Consultant	2,944	$153.0M	$0	$95K
Viant Medical, LLC Viant Medical, LLC 401(k) Plan · all filings	FOXBOROUGH, MA	Advisor / Consultant	3,133	$123.7M	$0	$76K
Rawlings Sporting Goods Company, Inc. Rawlings Sporting Goods 401(k) Plan · all filings	ST. LOUIS, MO	Advisor / Consultant	841	$56.2M	$0	$24K
Humphrey & Associates, Inc. Humphrey & Associates, Inc. 401(k) Plan · all filings	CARROLLTON, TX	Other service providers	415	$44.3M	$0	$12K
System1 Opco, LLC System1 LLC 401(k) Plan · all filings	MARINA DEL REY, CA	Broker	256	$41.6M	$0	$72K
System1 LLC System1 LLC 401(k) Plan · all filings	MARINA DEL REY, CA	Broker	256	$31.5M	$0	$41K
Marcal Manufacturing, LLC Marcal Paper NON-Union 401(k) Plan · all filings	ELMWOOD PARK, NJ	Broker	729	$26.6M	$0	$15K
Marcal Manufacturing, LLC Marcal Paper NON-Union 401(k) Plan · all filings	ELMWOOD PARK, NJ	Broker	845	$24.0M	$0	$14K
Synergos Companies LLC Synergos Companies 401(k) Plan · all filings	SCOTTSDALE, AZ	Advisor / Consultant	2,529	$22.1M	$0	$51K
Idealab Idealab 401(k) Plan · all filings	PASADENA, CA	Broker	24	$16.7M	$0	$37K
Idealab Idealab 401(k) Plan · all filings	PASADENA, CA	Accountant / Auditor	23	$14.9M	$0	$25K
Marcal Manufacturing, LLC Marcal Manufacturing, LLC Union 401(k) Plan · all filings	ELMWOOD PARK, NJ	Broker	76	$11.5M	$0	$7K
Heliogen, Inc. Heliogen, Inc. 401(k) Plan · all filings	PASADENA, CA	Broker	59	$11.4M	$0	$27K
Marcal Manufacturing, LLC Marcal Manufacturing, LLC Union 401(k) Plan · all filings	ELMWOOD PARK, NJ	Broker	74	$10.5M	$0	$10K
Heliogen, Inc. Heliogen, Inc. 401(k) Plan · all filings	PASADENA, CA	Broker	146	$9.5M	$0	$15K
Viant Puerto Rico Inc. Viant Puerto Rico Inc. Employees Retirement Plan · all filings	VEGA BAJA, PR	Broker	163	$3.1M	$0	$5K
Viant Puerto Rico Inc. Viant Puerto Rico Inc. Employees Retirement Plan · all filings	VEGA BAJA, PR	Broker	202	$2.6M	$0	$1K
Royal Trucking Company Royal Trucking Company 401(k) Plan · all filings	WEST POINT, MS	Advisor / Consultant	35	$2.1M	$16K	$0
Royal Trucking Company Royal Trucking Company 401(k) Plan · all filings	WEST POINT, MS	Advisor / Consultant	36	$1.8M	$12K	$0
Royal Trucking Company Royal Trucking Company 401(k) Plan · all filings	WEST POINT, MS	Advisor / Consultant	120	$1.6M	$13K	$0