ALDRICH WEALTH
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
60
Active participants
29,550
Total plan assets
$2.4B
Filings (rows)
60
Direct comp
$2.7M
Indirect comp
$44K
Aggregating 4 name variants under "ALDRICH WEALTH"
SERVICES PROVIDED
Advisor / Consultant44
Other16
Top plans served
All 60 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Other NONE | 195 | $385.8M | $75K |
| OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Other NONE | 213 | $379.1M | $38K |
| OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Other NONE | 263 | $350.9M | $75K |
| EYE HEALTH NORTHWEST, P.C. EYE HEALTH NORTHWEST, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | MILWAUKIE, OR | Advisor / Consultant INVESTMENT ADVISOR | 473 | $92.9M | $61K |
| EYE HEALTH NORTHWEST, P.C. EYE HEALTH NORTHWEST, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | MILWAUKIE, OR | Advisor / Consultant INVESTMENT ADVISOR | 443 | $83.9M | $56K |
| CONSUMER CELLULAR INC CONSUMER CELLULAR INC 401(K) PROFIT SHARING PLAN & TRUST | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 2,594 | $56.0M | $51K |
| SALEM RADIOLOGY CONSULTANTS, P.C THE SALEM RADIOLOGY CONSULTANTS, P.C RETIREMENT PLAN | SALEM, OR | Other NONE | 98 | $54.0M | $41K |
| SALEM RADIOLOGY CONSULTANTS, P.C. SALEM RADIOLOGY CONSULTANTS, P.C. RETIREMENT PLAN & TRUST AGREEMENT | SALEM, OR | Other NONE | 92 | $46.6M | $40K |
| CONSUMER CELLULAR INC CONSUMER CELLULAR INC 401(K) PROFIT SHARING PLAN & TRUST | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 2,914 | $45.0M | $38K |
| OTAK INC. OTAK INC. 401K EMPLOYEE SAVINGS PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 323 | $45.0M | $82K |
| OTAK INC. OTAK INC. 401K EMPLOYEE SAVINGS PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 334 | $41.2M | $70K |
| SALEM RADIOLOGY CONSULTANTS, P.C. SALEM RADIOLOGY CONSULTANTS, P.C. RETIREMENT PLAN & TRUST AGREEMENT | SALEM, OR | Other NONE | 93 | $40.7M | $18K |
| VECA ELECTRIC & TECHNOLOGIES, LLC VECA 401(K) SAVINGS PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISORY | 331 | $38.0M | $70K |
| CONSUMER CELLULAR INC CONSUMER CELLULAR INC 401(K) PROFIT SHARING PLAN & TRUST | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 2,538 | $35.8M | $32K |
| OTAK INC. OTAK INC. 401K EMPLOYEE SAVINGS PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 350 | $34.3M | $75K |
| SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNION SEIU LOCAL 503 RETIREMENT PLAN | SALEM, OR | Other NONE | 174 | $32.9M | $93K |
| VECA ELECTRIC & TECHNOLOGIES, LLC VECA 401(K) SAVINGS PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISORY | 287 | $31.6M | $54K |
| ROGER LANGELIERS CONSTRUCTION CO. RLC PROFIT SHARING 401(K) PLAN | COBURG, OR | Advisor / Consultant INVESTMENT ADVISOR | 312 | $29.4M | $51K |
| SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNION SEIU LOCAL 503 RETIREMENT PLAN | SALEM, OR | Other NONE | 171 | $29.0M | $79K |
| ERICKSON-HALL CONSTRUCTION COMPANY ERICKSON-HALL CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | ESCONDIDO, CA | Advisor / Consultant INVESTMENT ADVISOR | 194 | $29.0M | $66K |
| ERICKSON-HALL CONSTRUCTION COMPANY ERICKSON-HALL CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | ESCONDIDO, CA | Advisor / Consultant INVESTMENT ADVISOR | 210 | $26.2M | $65K |
| WMBE PAYROLLING INC TCWGLOBAL 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 5,332 | $25.9M | $25K |
| WILLAMETTE ORTHOPEDIC GROUP, LLC HOPE ORTHOPEDICS OF OREGON 401(K) PROFIT SHARING PLAN | SALEM, OR | Advisor / Consultant INVESTMENT ADVISOR | 156 | $25.5M | $60K |
| ERICKSON-HALL CONSTRUCTION COMPANY ERICKSON-HALL CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | ESCONDIDO, CA | Advisor / Consultant INVESTMENT ADVISOR | 179 | $25.5M | $75K |
| SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNION SEIU LOCAL 503 RETIREMENT PLAN | SALEM, OR | Other NONE | 167 | $24.8M | $15K |
| VECA ELECTRIC & TECHNOLOGIES, LLC VECA 401(K) SAVINGS PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISORY | 262 | $24.5M | $42K |
| ROGER LANGELIERS CONSTRUCTION CO. RLC PROFIT SHARING 401(K) PLAN | COBURG, OR | Advisor / Consultant INVESTMENT ADVISOR | 298 | $24.3M | $37K |
| POWIN ENERGY OPERATING LLC POWIN ENERGY OPERATING LLC 401(K) PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 493 | $23.1M | $71K |
| WILLAMETTE ORTHOPEDIC GROUP, LLC HOPE ORTHOPEDICS OF OREGON 401(K) PROFIT SHARING PLAN | SALEM, OR | Advisor / Consultant INVESTMENT ADVISOR | 160 | $22.7M | $67K |
| LCG PENCE, LLC PENCE CONSTRUCTION 401(K) PLAN | LAKE OSWEGO, OR | Advisor / Consultant INVESTMENT ADVISOR | 149 | $20.3M | $65K |
| EUGENE WELDERS SUPPLY CO DBA INDUSTRIAL SOURCE LAING COMPANIES 401K PLAN | SPRINGFIELD, OR | Other NONE | 131 | $17.8M | $77K |
| ALTA PLANNING + DESIGN, INC. ALTA PLANNING + DESIGN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 183 | $17.6M | $14K |
| LCG PENCE, LLC PENCE CONSTRUCTION 401(K) PLAN | LAKE OSWEGO, OR | Advisor / Consultant INVESTMENT ADVISOR | 150 | $17.0M | $53K |
| EUGENE WELDERS SUPPLY CO DBA INDUSTRIAL SOURCE LAING COMPANIES 401K PLAN | SPRINGFIELD, OR | Other NONE | 140 | $15.7M | $41K |
| ROGER LANGELIERS CONSTRUCTION CO. RLC PROFIT SHARING 401(K) PLAN | COBURG, OR | Advisor / Consultant INVESTMENT ADVISOR | 170 | $15.5M | $5K |
| POWIN ENERGY OPERATING LLC POWIN ENERGY OPERATING LLC 401(K) PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 392 | $14.5M | $33K |
| LCG PENCE, LLC PENCE CONSTRUCTION 401(K) PLAN | LAKE OSWEGO, OR | Advisor / Consultant INVESTMENT ADVISOR | 162 | $14.3M | $50K |
| ALTA PLANNING + DESIGN, INC. ALTA PLANNING + DESIGN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 161 | $14.1M | $43K |
| EUGENE WELDERS SUPPLY CO DBA INDUSTRIAL SOURCE LAING COMPANIES 401K PLAN | SPRINGFIELD, OR | Other NONE | 120 | $13.6M | $43K |
| COASTAL FARM & HOME SUPPLY, LLC COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN | ALBANY, OR | Other NONE | 710 | $11.4M | $44K |
| COASTAL FARM & HOME SUPPLY, LLC COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN | AMMON, ID | Other NONE | 595 | $11.0M | $41K |
| MEDURI FARMS, INC. THE MEDURI FARMS, INC. RETIREMENT PLAN | DALLAS, OR | Advisor / Consultant INVESTMENT ADVISOR | 192 | $10.7M | $43K |
| NORTH SANTIAM PAVING COMPANY NORTH SANTIAM PAVING CO. 401(K) PROFIT SHARING PLAN | STAYTON, OR | Advisor / Consultant INVESTMENT ADVISOR | 88 | $10.7M | $41K |
| COASTAL FARM & HOME SUPPLY, LLC COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN | AMMON, ID | Other NONE | 686 | $10.5M | $28K |
| NORTH COUNTY NEUROLOGY ASSOCIATES NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | CARLSBAD, CA | Advisor / Consultant INVESTMENT ADVISOR | 127 | $9.8M | $34K |
| MEDURI FARMS, INC. THE MEDURI FARMS, INC. RETIREMENT PLAN | DALLAS, OR | Advisor / Consultant INVESTMENT ADVISOR | 210 | $9.8M | $38K |
| NORTH SANTIAM PAVING COMPANY NORTH SANTIAM PAVING CO. 401(K) PROFIT SHARING PLAN | STAYTON, OR | Advisor / Consultant INVESTMENT ADVISOR | 83 | $9.4M | $35K |
| MEDURI FARMS, INC. THE MEDURI FARMS, INC. RETIREMENT PLAN | DALLAS, OR | Advisor / Consultant INVESTMENT ADVISOR | 214 | $9.1M | $45K |
| NORTH SANTIAM PAVING COMPANY NORTH SANTIAM PAVING CO. 401(K) PROFIT SHARING PLAN | STAYTON, OR | Advisor / Consultant INVESTMENT ADVISOR | 77 | $7.9M | $32K |
| GUARDIAN MANAGEMENT LLC GUARDIAN MANAGEMENT LLC 401(K) PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 215 | $7.1M | $27K |
| SUNSHINE RETIREMENT LIVING LLC SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN | BEND, OR | Advisor / Consultant INVESTMENT ADVISOR | 1,273 | $6.9M | $25K |
| GUARDIAN MANAGEMENT LLC GUARDIAN MANAGEMENT LLC 401(K) PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 199 | $6.4M | $21K |
| SUNSHINE RETIREMENT LIVING LLC SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN | BEND, OR | Advisor / Consultant INVESTMENT ADVISOR | 1,408 | $5.8M | $17K |
| SCHOOLMINT, INC. SCHOOLMINT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LAFAYETTE, LA | Advisor / Consultant INVESTMENT ADVISOR | 95 | $5.7M | $23K |
| GUARDIAN MANAGEMENT LLC GUARDIAN MANAGEMENT LLC 401(K) PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 188 | $5.1M | $21K |
| SCHOOLMINT, INC. SCHOOLMINT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LAFAYETTE, LA | Advisor / Consultant INVESTMENT ADVISOR | 103 | $5.0M | $21K |
| SCHOOLMINT, INC. SCHOOLMINT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LAFAYETTE, LA | Advisor / Consultant INVESTMENT ADVISOR | 166 | $4.2M | $19K |
| SUNSHINE RETIREMENT LIVING LLC SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN | BEND, OR | Advisor / Consultant INVESTMENT ADVISOR | 1,445 | $3.9M | $15K |
| NORTHWEST TECHNOLOGIES, INC. NORTHWEST TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | ESTACADA, OR | Other NONE | 69 | $2.7M | $16K |
| WILLAMETTE ORTHOPEDIC GROUP, LLC HOPE ORTHOPEDICS OF OREGON 401(K) PROFIT SHARING PLAN | SALEM, OR | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $26K |