COLDSTREAM 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
21
Active participants
44,547
Total plan assets
$31.1B
Filings (rows)
21
Direct comp
$979K
Indirect comp
$0
SERVICES PROVIDED
Other12
Advisor / Consultant9
Top plans served
All 21 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $11K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $11K |
| WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON, WA | Other NONE | 1,713 | $1.3B | $30K |
| WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON, WA | Other NONE | 1,760 | $1.1B | $52K |
| DAVIS WRIGHT TREMAINE LLP DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN | SEATTLE, WA | Other NONE | 1,468 | $747.7M | $13K |
| DAVIS WRIGHT TREMAINE LLP DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN | SEATTLE, WA | Other NONE | 1,428 | $671.5M | $11K |
| DAVIS WRIGHT TREMAINE LLP DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN | SEATTLE, WA | Other NONE | 1,447 | $586.6M | $11K |
| TUALITY HEALTHCARE TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B) | HILLSBORO, OR | Advisor / Consultant INVESTMENT ADVISOR | 1,323 | $120.4M | $7K |
| TUALITY HEALTHCARE TUALITY HEALTHCARE RETIREMENT PLAN | HILLSBORO, OR | Other NONE | 198 | $71.2M | $177K |
| TUALITY HEALTHCARE TUALITY HEALTHCARE RETIREMENT PLAN | HILLSBORO, OR | Other NONE | 253 | $70.8M | $203K |
| TUALITY HEALTHCARE TUALITY HEALTHCARE RETIREMENT PLAN | HILLSBORO, OR | Other NONE | 218 | $67.5M | $191K |
| LEE & HAYES, P.C. LEE & HAYES 401(K) PLAN | SPOKANE, WA | Advisor / Consultant ADVISOR | 132 | $28.2M | $18K |
| STRAWBRIDGE STUDIOS, INC. STRAWBRIDGE STUDIOS, INC. RETIREMENT PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT ADVISOR | 408 | $15.0M | $62K |
| STRAWBRIDGE STUDIOS, INC. STRAWBRIDGE STUDIOS, INC. RETIREMENT PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT ADVISOR | 386 | $13.0M | $11K |
| TUALITY HEALTHCARE TUALITY HEALTHCARE CASH BALANCE PENSION PLAN | HILLSBORO, OR | Other NONE | 461 | $12.7M | $20K |
| TUALITY HEALTHCARE TUALITY HEALTHCARE CASH BALANCE PENSION PLAN | HILLSBORO, OR | Other NONE | 523 | $12.1M | $22K |
| TUALITY HEALTHCARE TUALITY HEALTHCARE CASH BALANCE PENSION PLAN | HILLSBORO, OR | Other NONE | 635 | $11.9M | $25K |
| TALBERT BUILDING SUPPLY, INC. TALBERT BUILDING SUPPLY 401(K) PLAN AND TRUST | ROXBORO, NC | Advisor / Consultant INVESTMENT ADVISOR | 198 | $8.8M | $42K |
| TALBERT BUILDING SUPPLY, INC. TALBERT BUILDING SUPPLY 401(K) PLAN AND TRUST | ROXBORO, NC | Advisor / Consultant INVESTMENT ADVISOR | 188 | $6.7M | $10K |
| L&M SERVICES, INC. L&M SERVICES, INCORPORATED EMPLOYEE SAVINGS PLAN | WOODINVILLE, WA | Advisor / Consultant INVESTMENT ADVISOR | 120 | $6.1M | $38K |
| L&M SERVICES, INC. L&M SERVICES, INCORPORATED EMPLOYEE SAVINGS PLAN | WOODINVILLE, WA | Advisor / Consultant INVESTMENT ADVISOR | 112 | $4.9M | $15K |