Ancora Family 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

Active participants

188,303

Total plan assets

$34.2B

Filings (rows)

Direct comp

$159K

Indirect comp

Showing only "ANCORA FAMILY WEALTH"

View all 2 variants aggregated →

ANCORA FAMILY WEALTH6 ANCORA FAMILY WEALTH ADVISORS6

SERVICES PROVIDED

Advisor / Consultant6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	68,206	$9.2B	$34K	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	65,407	$7.5B	$35K	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	54,690	$6.3B	$34K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$4.3B	$19K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$3.7B	$20K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$3.1B	$18K	$0