Concierge Nurse Navigator

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

68,003

Total plan assets

$286.9M

Filings (rows)

Direct comp

$2.1M

Indirect comp

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
RETA Trust RETA Plan · all filings	WALNUT CREEK, CA	Other service providers	23,680	$101.4M	$1.0M	$0
RETA Trust RETA Plan · all filings	WALNUT CREEK, CA	Other service providers	22,433	$95.0M	$850K	$0
RETA Trust RETA Plan · all filings	WALNUT CREEK, CA	Other service providers	21,890	$90.5M	$171K	$0