CRESSY & CO
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
3
Active participants
4,363
Total plan assets
$819.0M
Filings (rows)
3
Direct comp
$457K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WELLMARK, INC. NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC. | DES MOINES, IA | Advisor / Consultant INVESTMENT MANAGEMENT | 1,456 | $297.3M | $197K |
| WELLMARK, INC. NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC. | DES MOINES, IA | Advisor / Consultant INVESTMENT MANAGEMENT | 1,567 | $286.9M | $110K |
| WELLMARK, INC. NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC. | DES MOINES, IA | Advisor / Consultant INVESTMENT MANAGEMENT | 1,340 | $234.8M | $150K |