Form 5500 Search

OSAIC WELATH

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
2
Active participants
598
Total plan assets
$110.0M
Filings (rows)
2
Direct comp
$91K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
OXFORD INSTRUMENTS HOLDINGS 2013, INC.
OXFORD INSTRUMENTS 401(K) PLAN
CONCORD, MA
Advisor / Consultant
INVESTMENT ADVISORY
279$56.9M$46K
OXFORD INSTRUMENTS HOLDINGS 2013, INC.
OXFORD INSTRUMENTS 401(K) PLAN
CONCORD, MA
Advisor / Consultant
INVESTMENT ADVISORY
319$53.1M$45K
OSAIC WELATH — Form 5500 Service Provider Profile | Form 5500 Search