OPPENHEIMER LIFE AGENCY
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
19
Active participants
4,448
Total plan assets
$253.1M
Filings (rows)
19
Direct comp
$130K
Indirect comp
$206K
SERVICES PROVIDED
Other9
Broker8
Advisor / Consultant2
Top plans served
All 19 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| VECA ELECTRIC & TECHNOLOGIES, LLC VECA 401(K) SAVINGS PLAN | SEATTLE, WA | Other OTHER SERVICES | 262 | $24.5M | $0 |
| LRN CORPORATION LRN CORPORATION RETIREMENT PLAN | NEW YORK, NY | Other OTHER SERVICES | 86 | $23.8M | $0 |
| LRN CORPORATION LRN CORPORATION RETIREMENT PLAN | NEW YORK, NY | Other OTHER SERVICES | 98 | $22.0M | $0 |
| LRN CORPORATION LRN CORPORATION RETIREMENT PLAN | NEW YORK, NY | Other OTHER SERVICES | 132 | $20.3M | $0 |
| KERSHAW FRUIT AND COLD STORAGE, INC. KERSHAW COMPANY/DOMEX SUPERFRESH GROWERS 401(K) PLAN | YAKIMA, WA | Other SHAREHOLDER SERV PROVIDER | 230 | $19.5M | $44K |
| KERSHAW FRUIT AND COLD STORAGE, INC. KERSHAW COMPANY/DOMEX SUPERFRESH GROWERS 401(K) PLAN | YAKIMA, WA | Other SHAREHOLDER SERV PROVIDER | 262 | $17.5M | $38K |
| BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 527 ANNUITY PLAN IBEW LOCAL UNION NO. 527 ANNUITY PLAN | TEXAS CITY, TX | Other NONE | 350 | $15.7M | — |
| BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 527 ANNUITY PLAN IBEW LOCAL UNION NO. 527 ANNUITY PLAN | TEXAS CITY, TX | Advisor / Consultant INV ADVISOR | 604 | $15.0M | — |
| KERSHAW FRUIT AND COLD STORAGE, INC. KERSHAW COMPANY/DOMEX SUPERFRESH GROWERS 401(K) PLAN | YAKIMA, WA | Other SHAREHOLDER SERV PROVIDER | 257 | $14.6M | $48K |
| BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 527 ANNUITY PLAN IBEW LOCAL UNION NO. 527 ANNUITY PLAN | TEXAS CITY, TX | Advisor / Consultant INVESTMENT ADVISOR | 370 | $13.6M | — |
| CYDCOR LLC CYDCOR LLC 401K PLAN | AGOURA HILLS, CA | Broker BROKER | 132 | $12.5M | $0 |
| LANCE, SOLL & LUNGHARD, LLP LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN | BREA, CA | Broker BROKER | 108 | $10.7M | $0 |
| PHAXIS, LLC PHAXIS 401(K) PLAN | MELVILLE, NY | Broker BROKER | 305 | $9.5M | $0 |
| PHAXIS, LLC PHAXIS 401(K) PLAN | MELVILLE, NY | Broker BROKER | 441 | $8.1M | $0 |
| PHAXIS, LLC PHAXIS 401(K) PLAN | MELVILLE, NY | Broker BROKER | 227 | $7.2M | $0 |
| THE WOODLANDS CHRISTIAN ACADEMY THE WOODLANDS CHRISTIAN ACADEMY 403(B) PLAN | THE WOODLANDS, TX | Broker BROKER/ADVISER | 179 | $7.0M | $0 |
| THE WOODLANDS CHRISTIAN ACADEMY THE WOODLANDS CHRISTIAN ACADEMY 403(B) PLAN | THE WOODLANDS, TX | Broker BROKER/ADVISER | 173 | $5.5M | $0 |
| REVOLVE MANAGEMENT COMPANY, LLC REVOLVE MANAGEMENT COMPANY, LLC 401(K) PLAN | KANSAS CITY, MO | Broker BROKER | 115 | $3.1M | $0 |
| KAPLAN COMPANIES KAPLAN COMPANIES 401(K) PLAN | HIGHLAND PARK, NJ | Other ADVISER | 117 | $3.0M | $0 |