WEST OAK 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

420

Total plan assets

$93.0M

Filings (rows)

Direct comp

$52K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
FORD, WALKER, HAGGERTY & BEHAR, LLP FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN	LONG BEACH, CA	Advisor / Consultant INVESTMENT ADVISOR	150	$34.9M	$19K
FORD, WALKER, HAGGERTY & BEHAR, LLP FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN	LONG BEACH, CA	Advisor / Consultant INVESTMENT ADVISOR	143	$30.3M	$17K
FORD, WALKER, HAGGERTY & BEHAR, LLP