Oakstreet Wealth Management — 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, Oakstreet Wealth Management is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $111,000 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $111,000
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $111,000
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Usa Compression Management Services, LLC | TX | 1 | $39,000 |
| Lakeview Farms Holdings, Inc. | OH | 1 | $20,000 |
| True North Equipment Co. | ND | 1 | $19,500 |
| Brewer Carpet And Design Center, Inc. | OK | 1 | $12,500 |
| Beyel Brothers, Inc. 401(K) Plan | FL | 1 | $10,000 |
| Houston Grand Opera, Inc. | TX | 1 | $10,000 |
State footprint
Plans reporting Oakstreet Wealth Management are sponsored in TX (2), FL (1), ND (1), OH (1), OK (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Usa Compression Management Services, LLC | Usa Compression 401(K) Plan | 2023 | $39,000 | not reported in the loaded dataset |
| Lakeview Farms Holdings, Inc. | Lakeview Farms, LLC 401(K) Plan | 2023 | $20,000 | not reported in the loaded dataset |
| True North Equipment Co. | True North Equipment Co. 401(K) Profit Sharing Plan | 2023 | $19,500 | not reported in the loaded dataset |
| Brewer Carpet And Design Center, Inc. | Brewer Carpet & Design Center 401(K) Profit Sharing Plan & Trust | 2023 | $12,500 | not reported in the loaded dataset |
| Houston Grand Opera, Inc. | Houston Grand Opera, Inc. 403(B) Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Beyel Brothers, Inc. 401(K) Plan | Beyel Brothers, Inc. 401(K) Plan | 2023 | $10,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Usa Compression 401(K) Plan (plan 001)
- Usa Compression Management Services, LLC — all reported plans
- Lakeview Farms, LLC 401(K) Plan (plan 001)
- Lakeview Farms Holdings, Inc. — all reported plans
- True North Equipment Co. 401(K) Profit Sharing Plan (plan 001)
- True North Equipment Co. — all reported plans
- Brewer Carpet & Design Center 401(K) Profit Sharing Plan & Trust (plan 001)
- Brewer Carpet And Design Center, Inc. — all reported plans
- Houston Grand Opera, Inc. 403(B) Plan (plan 001)
- Houston Grand Opera, Inc. — all reported plans
- Beyel Brothers, Inc. 401(K) Plan (plan 002)
- Beyel Brothers, Inc. 401(K) Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources