Form 5500 Search

853 WEALTH 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
1
Active participants
657
Total plan assets
$5.5M
Filings (rows)
1
Direct comp
$23K
Indirect comp
$0

SERVICES PROVIDED

Other1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES-ASBESTOS WORKERS LOCAL 18 RESA TRUST FUND
ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TRUST FUND
INDIANAPOLIS, IN
Other
NONE
657$5.5M$23K
853 WEALTH MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search