SILVER OAK
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
27
Active participants
75,767
Total plan assets
$42.4B
Filings (rows)
31
Direct comp
$2.7M
Indirect comp
$259K
Aggregating 5 name variants under "SILVER OAK"
SERVICES PROVIDED
Other13
Advisor / Consultant12
Broker2
Top plans served
Showing top 31 of 27 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $12.9B | $315K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $12.9B | $106K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $11.7B | $844K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $11.7B | $324K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $10.7B | $791K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $10.7B | $28K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $10.7B | $138K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 69,032 | $6.8B | $7K |
| COOPER CARRY, INC. COOPER CARRY, INC. 401(K) PLAN | ATLANTA, GA | Other | 282 | $64.7M | — |
| CATIC FINCNCIAL, INC. CATIC FINANCIAL, INC. 401(K) PLAN | ROCKY HILL, CT | Broker BROKER/ADV | 251 | $52.1M | $0 |
| CATIC FINCNCIAL, INC. CATIC FINANCIAL, INC. 401(K) PLAN | ROCKY HILL, CT | Broker BROKER/ADV | 243 | $43.5M | $0 |
| THE SULLIVAN UNIVERSITY SYSTEM, INC. THE SULLIVAN UNIVERSITY SYSTEM, INC. 401(K) PLAN | LOUISVILLE, KY | Other RETAINED BY PLAN SPONSOR | 347 | $21.6M | $0 |
| W3, LLC W3, LLC 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 719 | $16.9M | $28K |
| BUCKEYE DIAMOND LOGISTICS, INC. BUCKEYE DIAMOND LOGISTICS, INC. 401(K) PROFIT SHARING PLAN | SOUTH CHARLESTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 267 | $11.6M | $0 |
| CHARTER FOODS INC. CHARTER FOODS INC. 401(K) PLAN | MORRISTOWN, TN | Advisor / Consultant INVESTMENT ADVISORY - PL | 651 | $9.8M | $32K |
| CHARTER FOODS INC. CHARTER FOODS INC. 401(K) PLAN | MORRISTOWN, TN | Advisor / Consultant INVESTMENT ADVISORY - PL | 981 | $7.8M | $24K |
| CHARTER FOODS INC. CHARTER FOODS INC. 401(K) PLAN | MORRISTOWN, TN | Advisor / Consultant INVESTMENT ADVISORY - PL | 872 | $5.6M | $585 |
| VALLEY CHRISTIAN SCHOOLS VALLEY CHRISTIAN SCHOOLS 401(K) PROFIT SHARING PLAN | CHANDLER, AZ | Advisor / Consultant INVESTMENT ADVISORY | 203 | $5.0M | $0 |
| VALLEY CHRISTIAN SCHOOLS VALLEY CHRISTIAN SCHOOLS 401(K) PROFIT SHARING PLAN | CHANDLER, AZ | Advisor / Consultant INVESTMENT ADVISORY | 193 | $4.0M | $0 |
| VALLEY CHRISTIAN SCHOOLS VALLEY CHRISTIAN SCHOOLS 401(K) PROFIT SHARING PLAN | CHANDLER, AZ | Advisor / Consultant INVESTMENT ADVISORY | 171 | $3.4M | $0 |
| VALLEY CHRISTIAN SCHOOLS VALLEY CHRISTIAN SCHOOLS 401(K) PROFIT SHARING PLAN | CHANDLER, AZ | Advisor / Consultant INVESTMENT ADVISORY | 193 | $3.0M | $0 |
| THERMAL SOLUTIONS MANUFACTURING THERMAL SOLUTIONS MANUFACTURING 401K PROFIT SHARING PLAN | NASHVILLE, TN | Advisor / Consultant ADVISOR | 108 | $2.7M | $0 |
| PREMIER ASSET LOGISTICS NETWORK LLC PALNET 401(K) PLAN | WILLIAMSTOWN, NJ | Other INVEST MGMT | 149 | $2.3M | $0 |
| MORRISTOWN DRIVERS SERVICE, INC. MORRISTOWN DRIVERS SERVICE, INC. 401(K) PLAN | MORRISTOWN, TN | Other INVEST ADV PLAN | 229 | $1.5M | $7K |
| THERMAL SOLUTIONS MANUFACTURING THERMAL SOLUTIONS MANUFACTURING 401K PROFIT SHARING PLAN | NASHVILLE, TN | Advisor / Consultant ADVISOR | 128 | $1.4M | $0 |
| E.Z. RENTALS, INC. F.O.G. ENTERPRISE 401K RETIREMENT PLAN | HARRIMAN, TN | Other REGISTERED INVESTMENT AD | 72 | $1.1M | $5K |
| MORRISTOWN DRIVERS SERVICE, INC. MORRISTOWN DRIVERS SERVICE, INC. 401(K) PLAN | MORRISTOWN, TN | Other INVEST ADV PLAN | 241 | $1.1M | $4K |
| MORRISTOWN DRIVERS SERVICE, INC. MORRISTOWN DRIVERS SERVICE, INC. 401(K) PLAN | MORRISTOWN, TN | Other INVEST ADV PLAN | 331 | $687K | $2K |
| CABINS FOR YOU CABINS FOR YOU 401(K) PROFIT SHARING PLAN & TRUST | CARTERSVILLE, GA | Other SERVICE PROVIDER | 104 | $231K | $751 |
| BUCKEYE DIAMOND LOGISTICS, INC. BUCKEYE DIAMOND LOGISTICS, INC. 401(K) PROFIT SHARING PLAN | SOUTH CHARLESTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $0 |
| PREMIER ASSET LOGISTICS NETWORK LLC PALNET 401(K) PLAN | WILLIAMSTOWN, NJ | Other INVEST MGMT | 0 | $0 | $0 |