APRIO 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
42
Active participants
17,037
Total plan assets
$999.5M
Filings (rows)
42
Direct comp
$1.1M
Indirect comp
$47K
SERVICES PROVIDED
Other25
Advisor / Consultant17
Top plans served
All 42 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BRIXMOR EMPLOYMENT COMPANY, LLC BRIXMOR EMPLOYMENT COMPANY LLC 401(K) PLAN | NEW YORK, NY | Other NONE | 455 | $109.8M | $11K |
| BRIXMOR EMPLOYMENT COMPANY, LLC BRIXMOR EMPLOYMENT COMPANY LLC 401(K) PLAN | NEW YORK, NY | Other NONE | 512 | $97.7M | $10K |
| INSIDER, INC. INSIDER, INC. 401(K) PLAN | NEW YORK, NY | Other NONE | 810 | $91.7M | $84K |
| BRIXMOR EMPLOYMENT COMPANY, LLC BRIXMOR EMPLOYMENT COMPANY LLC 401(K) PLAN | NEW YORK, NY | Other NONE | 502 | $79.3M | $9K |
| INSIDER, INC. INSIDER, INC. 401(K) PLAN | NEW YORK, NY | Other NONE | 888 | $76.9M | $66K |
| INSIDER, INC. INSIDER, INC. 401(K) PLAN | NEW YORK, NY | Other NONE | 1,115 | $58.6M | $55K |
| NEWPORT GROUP, INC. APRIO ADVANTAGE POOLED EMPLOYER PLAN | FOLSOM, CA | Other NONE | 1,017 | $55.7M | $95K |
| MOBILE COMMUNICATIONS AMERICA, INC. MOBILE COMMUNICATIONS AMERICA, INC. 401(K) PLAN | SPARTANBURG, SC | Advisor / Consultant INVESTMENT ADVISOR | 1,301 | $55.7M | $70K |
| MOUNTVILLE MILLS, INC. MOUNTVILLE MILLS 401(K) PROFIT SHARING PLAN | LAGRANGE, GA | Other NONE | 987 | $45.1M | $42K |
| MOBILE COMMUNICATIONS AMERICA INC MOBILE COMMUNICATIONS AMERICA, INC. 401(K) PLAN | SPARTANBURG, SC | Advisor / Consultant INVESTMENT ADVISOR | 991 | $42.6M | $62K |
| MOUNTVILLE MILLS, INC. MOUNTVILLE MILLS 401(K) PROFIT SHARING PLAN | LAGRANGE, GA | Other NONE | 878 | $40.2M | $34K |
| GF HEALTH PRODUCTS, INC. GF HEALTH PRODUCTS, INC. EMPLOYEES 401(K) PLAN | ATLANTA, GA | Other RETAINED BY CLIENT | 292 | $23.7M | $32K |
| GF HEALTH PRODUCTS, INC. GF HEALTH PRODUCTS, INC. EMPLOYEES 401(K) PLAN | ATLANTA, GA | Other RETAINED BY CLIENT | 282 | $21.0M | $30K |
| HELLAS CONSTRUCTION, INC. HELLAS CONSTRUCTION, INC 401(K) PLAN | CEDAR PARK, TX | Other NONE | 1,180 | $20.4M | $29K |
| GF HEALTH PRODUCTS, INC. GF HEALTH PRODUCTS, INC. EMPLOYEES 401(K) PLAN | ATLANTA, GA | Other RETAINED BY CLIENT | 299 | $19.4M | $31K |
| HELLAS CONSTRUCTION , INC. HELLAS CONSTRUCTION, INC 401(K) PLAN CONSTRUCTION, INC 401(K) PLAN | AUSTIN, TX | Advisor / Consultant RIA | 1,041 | $17.6M | $30K |
| DEUTSCHE TELEKOM, INC. DEUTSCHE TELEKOM/DETECON 401(K) PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 24 | $13.8M | $0 |
| HELLAS CONSTRUCTION , INC. HELLAS CONSTRUCTION, INC 401(K) PLAN | CEDAR PARK, TX | Advisor / Consultant RIA | 1,168 | $13.2M | $15K |
| PAK LITE PAK LITE 401(K) PROFIT SHARING PLAN AND TRUST | SUWANEE, GA | Other RETAINED BY SPONSOR | 185 | $11.8M | $21K |
| DEUTSCHE TELEKOM, INC. DEUTSCHE TELEKOM/DETECON 401(K) PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 28 | $11.7M | $0 |
| ECI CONSTRUCTION, LLC ECI GROUP 401(K) PLAN | ATLANTA, GA | Other NA | 173 | $8.6M | $26K |
| OMEGA CONSTRUCTION, INC. OMEGA CONSTRUCTION, INC. 401(K) PLAN | WINSTON-SALEM, NC | Advisor / Consultant INVESTMENT ADVISOR | 135 | $7.9M | $24K |
| NEBO AGENCY, LLC NEBO AGENCY, LLC 401(K) PLAN | ATLANTA, GA | Other NONE | 102 | $6.6M | $21K |
| CDE SERVICES, LLC CDE SERVICES 401K PROFIT SHARING PLAN | MARIETTA, GA | Advisor / Consultant RIA | 87 | $6.6M | $21K |
| ECI CONSTRUCTION, LLC ECI GROUP 401(K) PLAN | ATLANTA, GA | Other NA | 147 | $6.5M | $22K |
| VALENTINE ENTERPRISES, INC. VALENTINE ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | LAWRENCEVILLE, GA | Advisor / Consultant INVESTMENT ADVISOR | 193 | $6.5M | $21K |
| OMEGA CONSTRUCTION, INC. OMEGA CONSTRUCTION, INC. 401(K) PLAN | WINSTON-SALEM, NC | Advisor / Consultant INVESTMENT ADVISOR | 128 | $6.2M | $18K |
| CDE SERVICES, INC. CDE SERVICES 401K PROFIT SHARING PLAN | MARIETTA, GA | Advisor / Consultant RIA | 111 | $5.8M | $19K |
| NEBO AGENCY, LLC NEBO AGENCY, LLC 401(K) PLAN | ATLANTA, GA | Other NONE | 103 | $5.3M | $18K |
| VALENTINE ENTERPRISES, INC. VALENTINE ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | LAWRENCEVILLE, GA | Other NONE | 211 | $5.0M | $18K |
| LEWIS MARINE SUPPLY LLC LEWIS MARINE SUPPLY LLC 401(K) PROFIT SHARING PLAN & TRUST | FORT LAUDERDALE, FL | Advisor / Consultant ADVISOR | 207 | $4.2M | $16K |
| NEBO AGENCY, LLC NEBO AGENCY, LLC 401(K) PLAN | ATLANTA, GA | Other NONE | 108 | $4.1M | $16K |
| LEWIS MARINE SUPPLY LLC LEWIS MARINE SUPPLY LLC 401(K) PROFIT SHARING PLAN & TRUST | FORT LAUDERDALE, FL | Advisor / Consultant ADVISOR | 209 | $3.8M | $11K |
| PROOF OF THE PUDDING BY MGR, INC. PROOF OF THE PUDDING BY MGR INC 401K PLAN | ATLANTA, GA | Advisor / Consultant RIA | 202 | $3.8M | $14K |
| LEWIS MARINE SUPPLY LLC LEWIS MARINE SUPPLY LLC 401(K) PROFIT SHARING PLAN & TRUST | FORT LAUDERDALE, FL | Advisor / Consultant ADVISOR | 237 | $3.5M | $13K |
| PROOF OF THE PUDDING BY MGR, INC. PROOF OF THE PUDDING BY MGR INC 401K PLAN | ATLANTA, GA | Advisor / Consultant RIA | 254 | $3.2M | $13K |
| PROOF OF THE PUDDING BY MGR, INC. PROOF OF THE PUDDING BY MGR INC 401K PLAN | ATLANTA, GA | Advisor / Consultant RIA | 183 | $3.1M | $13K |
| PALLET EXPRESS, INC PALLET EXPRESS INC 401(K) PROFIT SHARING PLAN | LIBERTY, NC | Other NONE | 143 | $1.8M | $6K |
| MOUNTAIN RIVER TRUCKING COMPANY, INC. MOUNTAIN RIVER 401(K) PLAN | MOUNT AIRY, NC | Advisor / Consultant RIA | 149 | $953K | $6K |
| CDE SERVICES, LLC CDE SERVICES 401K PROFIT SHARING PLAN | MARIETTA, GA | Advisor / Consultant RIA | 0 | $0 | $14K |
| BENSON INTEGRATED MARKETING SOLUTIONS BENSON INTEGRATED MARKETING SOLUTIONS 401(K) | ALPHARETTA, GA | Other NONE | 0 | $0 | $5K |
| ECI CONSTRUCTION, LLC ECI GROUP 401(K) PLAN | ATLANTA, GA | Other NA | 0 | $0 | $16K |