CLIFTONLARSONALLEN 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
63
Active participants
12,343
Total plan assets
$593.9M
Filings (rows)
63
Direct comp
$1.2M
Indirect comp
$0
Aggregating 3 name variants under "CLIFTONLARSONALLEN WEALTH"
SERVICES PROVIDED
Advisor / Consultant46
Other13
TPA / Administrator4
Top plans served
All 63 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LIBERTY HEALTHCARE CORPORATION LIBERTY HEALTHCARE CORPORATION SAVINGS PLAN | BALA CYNWYD, PA | Advisor / Consultant CONSULTANT/INVEST ADVISOR | 1,056 | $28.6M | $0 |
| DONATELLE PLASTICS, INC. DONATELLE PLASTICS, INC. 401(K) SALARY REDUCTION PLAN | NEW BRIGHTON, MN | Advisor / Consultant INVESTMENT ADVISOR | 365 | $28.1M | $35K |
| DONATELLE PLASTICS, INC. DONATELLE PLASTICS, INC. 401(K) SALARY REDUCTION PLAN | NEW BRIGHTON, MN | Advisor / Consultant INVESTMENT ADVISOR | 304 | $25.6M | $35K |
| ORTHOPEDIC & SPORTS INSTITUTE OF THE FOX VALLEY SC ORTHOPEDIC & SPORTS INSTITUTE OF THE FOX VALLEY SC 401(K) PROFIT SHARING PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 75 | $25.5M | $24K |
| LIBERTY HEALTHCARE CORPORATION LIBERTY HEALTHCARE CORPORATION SAVINGS PLAN | BALA CYNWYD, PA | Advisor / Consultant CONSULTANT/INVEST ADVISOR | 1,032 | $23.1M | $3K |
| ORTHOPEDIC & SPORTS INSTITUTE OF THE FOX VALLEY SC ORTHOPEDIC & SPORTS INSTITUTE OF THE FOX VALLEY SC 401(K) PROFIT SHARING PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 85 | $21.8M | $15K |
| SANTA FE PREPARATORY SCHOOL SANTA FE PREPARATORY SCHOOL DC RETIREMENT PLAN | SANTA FE, NM | Advisor / Consultant INVESTMENT ADVISOR | 135 | $17.6M | $29K |
| ORTHOPEDIC & SPORTS INSTITUTE OF THE FOX VALLEY SC ORTHOPEDIC & SPORTS INSTITUTE OF THE FOX VALLEY SC 401(K) PROFIT SHARING PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 94 | $16.8M | $11K |
| MODERN MANUFACTURING & ENGINEERING INC. MODERN MANUFACTURING & ENGINEERING INC. RETIREMENT/SAVINGS PLAN | BROOKLYN PARK, MN | Advisor / Consultant ADVISOR | 166 | $16.5M | $38K |
| SANTA FE PREPARATORY SCHOOL SANTA FE PREPARATORY SCHOOL DC RETIREMENT PLAN | SANTA FE, NM | Advisor / Consultant INVESTMENT ADVISOR | 148 | $16.3M | $27K |
| MODERN MANUFACTURING & ENGINEERING INC. MODERN MANUFACTURING & ENGINEERING INC. RETIREMENT/SAVINGS PLAN | BROOKLYN PARK, MN | Advisor / Consultant ADVISOR | 142 | $15.5M | $34K |
| SANTA FE PREPARATORY SCHOOL SANTA FE PREPARATORY SCHOOL DC RETIREMENT PLAN | SANTA FE, NM | Advisor / Consultant INVESTMENT ADVISOR | 234 | $14.5M | $26K |
| BOULDER VALLEY GASTROENTEROLOGY, INC. BOULDER VALLEY GASTROENTEROLOGY, INC. PROFIT SHARING PLAN | LOUISVILLE, CO | Advisor / Consultant INVESTMENT ADVISOR | 249 | $14.1M | $24K |
| MODERN MANUFACTURING & ENGINEERING INC. MODERN MANUFACTURING & ENGINEERING INC. RETIREMENT/SAVINGS PLAN | BROOKLYN PARK, MN | Advisor / Consultant ADVISOR | 144 | $13.4M | $34K |
| BOULDER VALLEY GASTROENTEROLOGY, INC. BOULDER VALLEY GASTROENTEROLOGY, INC. PROFIT SHARING PLAN | LOUISVILLE, CO | Advisor / Consultant INVESTMENT ADVISOR | 248 | $13.0M | $29K |
| TTI, INC. TTI INC. 401(K) PROFIT SHARING PLAN | EDEN, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 115 | $12.6M | $30K |
| DEMOTTE STATE BANK DEMOTTE STATE BANK 401(K) PROFIT SHARING PLAN | DEMOTTE, IN | Advisor / Consultant ADVISOR | 111 | $11.5M | $12K |
| TTI, INC. TTI INC. 401(K) PROFIT SHARING PLAN | EDEN, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 126 | $11.1M | $43K |
| MANZANO DAY SCHOOL MANZANO DAY SCHOOL DEFINED CONTRIBUTION PLAN | ALBUQUERQUE, NM | Other NONE | 130 | $10.9M | $0 |
| HEART & VASCULAR OF WISCONSIN SC HEART & VASCULAR OF WISCONSIN SC 401(K) PROFIT SHARING PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 135 | $10.6M | $28K |
| STRATEGIES 360, INC. STRATEGIES 360, INC. 401(K) PROFIT SHARING PLAN | SEATTLE, WA | Other OTHER | 113 | $10.6M | $27K |
| BOULDER VALLEY GASTROENTEROLOGY, INC. BOULDER VALLEY GASTROENTEROLOGY, INC. PROFIT SHARING PLAN | LOUISVILLE, CO | TPA / Administrator CONTRACT ADMIN | 115 | $10.3M | $33K |
| DEMOTTE STATE BANK DEMOTTE STATE BANK 401(K) PROFIT SHARING PLAN | DEMOTTE, IN | Other N/A | 104 | $10.2M | $14K |
| STRATEGIES 360, INC. STRATEGIES 360, INC. 401(K) PROFIT SHARING PLAN | SEATTLE, WA | Other OTHER | 66 | $10.2M | $33K |
| WINDOW SOLUTIONS, INC. WINDOW SOLUTIONS 401(K) PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 279 | $9.5M | $28K |
| DEMOTTE STATE BANK DEMOTTE STATE BANK 401(K) PROFIT SHARING PLAN | DEMOTTE, IN | Other N/A | 108 | $9.2M | $14K |
| STRATEGIES 360, INC. STRATEGIES 360, INC. 401(K) PROFIT SHARING PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISOR | 136 | $8.9M | $26K |
| WINDOW SOLUTIONS, INC. WINDOW SOLUTIONS 401(K) PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 246 | $8.8M | $25K |
| HEART AND VASCULAR OF WISCONSIN SC HEART AND VASCULAR OF WISCONSIN SC 401(K) PROFIT SHARING PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 113 | $8.7M | $26K |
| T.A.S.C. INC. T.A.S.C. INC. EMPLOYEE RETIREMENT PLAN | CHICAGO, IL | Other NONE | 322 | $8.1M | $17K |
| GOLDEN WEST PACKAGING GROUP ALLPAK CONTAINER, LLC RETIREMENT SAVINGS PLAN | RENTON, WA | Other N/A | 70 | $8.0M | $11K |
| GOLDEN WEST PACKAGING GROUP ALLPAK CONTAINER, LLC RETIREMENT SAVINGS PLAN | RENTON, WA | Other N/A | 85 | $7.7M | $19K |
| GOLDEN WEST PACKAGING GROUP ALLPAK CONTAINER, LLC RETIREMENT SAVINGS PLAN | RENTON, WA | Other N/A | 53 | $7.7M | $9K |
| WAMPOLE MILLER, INC. MILLER BROS. ELECTRICAL CONTRACTORS 401(K) PLAN | CONSHOHOCKEN, PA | Advisor / Consultant INVESTMENT MANAGER | 171 | $7.3M | $30K |
| WIERS FARM, INC. WIERS FARM, INC./DUTCH MAID LOGISTICS, INC. 401(K) RETIREMENT PLAN | WILLARD, OH | Advisor / Consultant INVESTMENT ADVISOR | 361 | $7.2M | $19K |
| WIERS FARM, INC. WIERS FARM, INC./DUTCH MAID LOGISTICS, INC. 401(K) RETIREMENT PLAN | WILLARD, OH | Advisor / Consultant INVESTMENT ADVISOR | 352 | $7.0M | $21K |
| T.A.S.C. INC. T.A.S.C. INC. EMPLOYEE RETIREMENT PLAN | CHICAGO, IL | Other NONE | 279 | $6.9M | $13K |
| SABRE PLUMBING HEATING & AIR CONDITIONING INC. DEER LAKE PARTNERS HOLDINGS 401(K) PROFIT SHARING PLAN | PLYMOUTH, MN | Advisor / Consultant INVESTMENT MANAGEMENT | 185 | $6.6M | $7K |
| WINDOW SOLUTIONS, INC. WINDOW SOLUTIONS 401(K) PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 221 | $6.5M | $32K |
| WIERS FARM, INC. WIERS FARM, INC./DUTCH MAID LOGISTICS, INC. 401(K) RETIREMENT PLAN | WILLARD, OH | Advisor / Consultant INVESTMENT ADVISOR | 317 | $6.2M | $3K |
| WAMPOLE MILLER, INC. MILLER BROS. ELECTRICAL CONTRACTORS 401(K) PLAN | CONSHOHOCKEN, PA | Advisor / Consultant INVESTMENT MANAGER | 169 | $5.8M | $20K |
| LEE BEVERAGE OF WISCONSIN, LLC LEE BEVERAGE OF WISCONSIN, LLC 401(K) PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISOR | 208 | $5.8M | $20K |
| T.A.S.C. INC T.A.S.C. INC EMPLOYEE RETIREMENT PLAN | CHICAGO, IL | Other NONE | 266 | $5.2M | $6K |
| TORDEN LLC TORDEN LLC 401(K) PROFIT SHARING PLAN AND TRUST | TIVERTON, RI | Advisor / Consultant INVESTMENT ADVISOR | 186 | $4.7M | $14K |
| LEE BEVERAGE OF WISCONSIN, LLC LEE BEVERAGE OF WISCONSIN, LLC 401(K) PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISOR | 200 | $4.7M | $20K |
| STATON HOLDINGS, INC. STATON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 150 | $4.6M | $12K |
| FRICKERS USA, LLC FRICKER'S USA, LLC 401(K) PLAN | MIAMISBURG, OH | Advisor / Consultant ADVISOR | 96 | $4.5M | $18K |
| CEDAR GROVE WAREHOUSE INC CEDAR GROVE WAREHOUSE INC 401(K) PLAN | CEDAR GROVE, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 103 | $4.5M | $20K |
| FRICKERS USA, LLC FRICKER'S USA, LLC 401(K) PLAN | MIAMISBURG, OH | Other NONE | 98 | $4.4M | $15K |
| STATON HOLDINGS, INC. STATON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 146 | $4.1M | $12K |
| ONE OFF HOSPITALITY GROUP, LTD. ONE OFF HOSPITALITY GROUP, LTD. 401(K) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 313 | $4.0M | $14K |
| CEDAR GROVE WAREHOUSE INC CEDAR GROVE WAREHOUSE INC 401(K) PLAN | CEDAR GROVE, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 109 | $3.9M | $13K |
| TORDEN LLC TORDEN LLC 401(K) PROFIT SHARING PLAN AND TRUST | TIVERTON, RI | Advisor / Consultant FINANCIAL ADVISOR | 166 | $3.6M | $12K |
| FRICKERS USA, LLC FRICKER'S USA, LLC 401(K) PLAN | MIAMISBURG, OH | Other NONE | 131 | $3.5M | $6K |
| ONE OFF HOSPITALITY GROUP, LTD. ONE OFF HOSPITALITY GROUP, LTD. 401(K) PLAN | CHICAGO, IL | TPA / Administrator CONTRACT ADMIN | 312 | $3.1M | $11K |
| CEDAR GROVE WAREHOUSE INC CEDAR GROVE WAREHOUSE INC 401(K) PLAN | CEDAR GROVE, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 114 | $3.0M | $12K |
| RODDA ELECTRIC, INC RODDA ELECTRIC, INC 401(K) PROFIT SHARING PLAN & TRUST | BRENTWOOD, CA | Advisor / Consultant INVESTMENT ADVISOR | 144 | $3.0M | $14K |
| A.P. NONWEILER COMPANY, INC. A.P. NONWEILER COMPANY, INC. PROFIT SHARING PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISOR | 80 | $2.9M | $12K |
| ONE OFF HOSPITALITY GROUP, LTD. ONE OFF HOSPITALITY GROUP, LTD. 401(K) PLAN | CHICAGO, IL | TPA / Administrator CONTRACT ADMIN | 185 | $2.8M | $3K |
| ONE OFF HOSPITALITY GROUP, LTD. ONE OFF HOSPITALITY GROUP, LTD. 401(K) PLAN | CHICAGO, IL | TPA / Administrator CONTRACT ADMIN | 206 | $2.5M | $988 |
| HERMAN SEEKAMP, INC. CLYDE'S DELICIOUS DONUTS PLANT EMPLOYEES' 401(K) PLAN | ADDISON, IL | Advisor / Consultant INVESTMENT ADVISOR | 154 | $863K | $863 |
| HEART & VASCULAR OF WISCONSIN SC HEART & VASCULAR OF WISCONSIN SC 401(K) PROFIT SHARING PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 17 | $1K | $57K |
| DONATELLE PLASTICS, INC. DONATELLE PLASTICS, INC. 401(K) SALARY REDUCTION PLAN | NEW BRIGHTON, MN | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | — |