Westside Investment Management

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

584

Total plan assets

$99.6M

Filings (rows)

Direct comp

$185K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Chickasaw Holding Company Chickasaw Holding Company Employees' 401(k) Plan · all filings	SULPHUR, OK	Advisor / Consultant	197	$38.5M	$67K	$0
Chickasaw Holding Company Chickasaw Holding Company Employees' 401(k) Plan · all filings	SULPHUR, OK	Advisor / Consultant	184	$33.5M	$56K	$0
Chickasaw Holding Company Chickasaw Holding Company Employees' 401(k) Plan · all filings	SULPHUR, OK	Advisor / Consultant	203	$27.6M	$62K	$0