Oakwood Capital Securities, Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oakwood Capital Securities, Inc. is reported as a service provider on 10 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $272,169.
Reported compensation summary
- Reported direct compensation
- $0
- Reported indirect compensation
- $272,169
- Total reported compensation
- $272,169
- Filings
- 10
- Plan sponsors
- 9
- Plans
- 10
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Viant Medical, LLC | MA | 1 | $75,652 |
| Synergos Companies LLC | AZ | 1 | $50,842 |
| System1 LLC | CA | 1 | $41,019 |
| Idealab | CA | 1 | $25,400 |
| Rawlings Sporting Goods Company, Inc. | MO | 1 | $23,819 |
| Marcal Manufacturing, LLC | NJ | 2 | $23,140 |
| Heliogen, Inc. | CA | 1 | $15,126 |
| Humphrey & Associates, Inc. | TX | 1 | $12,032 |
| Viant Puerto Rico Inc. | PR | 1 | $5,139 |
State footprint
Plans reporting Oakwood Capital Securities, Inc. are sponsored in CA (3), NJ (2), AZ (1), PR (1), TX (1), MO (1), MA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Viant Medical, LLC | Viant Medical, LLC 401(K) Plan | 2023 | $0 | $75,652 |
| Synergos Companies LLC | Synergos Companies 401(K) Plan | 2023 | $0 | $50,842 |
| System1 LLC | System1 LLC 401(K) Plan | 2023 | $0 | $41,019 |
| Idealab | Idealab 401(K) Plan | 2023 | $0 | $25,400 |
| Rawlings Sporting Goods Company, Inc. | Rawlings Sporting Goods 401(K) Plan | 2023 | $0 | $23,819 |
| Heliogen, Inc. | Heliogen, Inc. 401(K) Plan | 2023 | $0 | $15,126 |
| Marcal Manufacturing, LLC | Marcal Paper Non-Union 401(K) Plan | 2023 | $0 | $13,614 |
| Humphrey & Associates, Inc. | Humphrey & Associates, Inc. 401(K) Plan | 2023 | $0 | $12,032 |
| Marcal Manufacturing, LLC | Marcal Manufacturing, LLC Union 401(K) Plan | 2023 | $0 | $9,526 |
| Viant Puerto Rico Inc. | Viant Puerto Rico Inc. Employees Retirement Plan | 2023 | $0 | $5,139 |
Related Form 5500 pages
- Viant Medical, LLC 401(K) Plan (plan 001)
- Viant Medical, LLC — all reported plans
- Synergos Companies 401(K) Plan (plan 001)
- Synergos Companies LLC — all reported plans
- System1 LLC 401(K) Plan (plan 001)
- System1 LLC — all reported plans
- Idealab 401(K) Plan (plan 001)
- Idealab — all reported plans
- Rawlings Sporting Goods 401(K) Plan (plan 001)
- Rawlings Sporting Goods Company, Inc. — all reported plans
- Heliogen, Inc. 401(K) Plan (plan 001)
- Heliogen, Inc. — all reported plans
- Marcal Paper Non-Union 401(K) Plan (plan 001)
- Marcal Manufacturing, LLC — all reported plans
- Humphrey & Associates, Inc. 401(K) Plan (plan 003)
- Humphrey & Associates, Inc. — all reported plans
- Marcal Manufacturing, LLC Union 401(K) Plan (plan 002)
- Viant Puerto Rico Inc. Employees Retirement Plan (plan 001)
- Viant Puerto Rico Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources