DENALI 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
26
Active participants
7,108
Total plan assets
$836.1M
Filings (rows)
26
Direct comp
$788K
Indirect comp
$0
Aggregating 4 name variants under "DENALI WEALTH"
SERVICES PROVIDED
Advisor / Consultant26
Top plans served
All 26 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LESAFFRE INTERNATIONAL CORPORATION LESAFFRE INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 631 | $117.6M | $18K |
| LESAFFRE INTERNATIONAL CORPORATION LESAFFRE INTERNATIONAL CORPORATION RETIREMENT SAVI | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 589 | $108.6M | $6K |
| LESAFFRE INTERNATIONAL CORPORATION LESAFFRE INTERNATIONAL CORPORATION RETIREMENT SAVI | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 522 | $91.3M | $8K |
| ZERO ZONE, INC. ZERO ZONE, INC. 401(K) SAVINGS PLAN | NORTH PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISOR | 547 | $59.4M | $55K |
| ZERO ZONE, INC. ZERO ZONE, INC. 401(K) SAVINGS PLAN | NORTH PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISOR | 474 | $52.6M | $50K |
| SOFTWARE ONE, INC. SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 396 | $51.0M | $76K |
| ZERO ZONE, INC. ZERO ZONE, INC. 401(K) SAVINGS PLAN | NORTH PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISOR | 436 | $49.3M | $52K |
| SOFTWARE ONE, INC. SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 432 | $44.2M | $60K |
| SOFTWARE ONE, INC. SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA, WI | Advisor / Consultant INVESTMENT ADVISOR | 374 | $33.3M | $65K |
| CAPITOL-HUSTING COMPANY INC. CAPITOL-HUSTING COMPANY INC. SAVINGS AND RETIREMENT PLAN AND TRUST | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 179 | $22.5M | $20K |
| CAPITOL-HUSTING COMPANY INC. CAPITOL-HUSTING COMPANY INC. SAVINGS AND RETIREMENT PLAN AND TRUST | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 162 | $19.5M | $17K |
| NORTHSIDE ELEVATOR, INC. NORTHSIDE ELEVATOR, INC. PROFIT SHARING PLAN | LOYAL, WI | Advisor / Consultant INVESTMENT ADVISOR | 108 | $18.8M | $34K |
| SHARED IMAGING, LLC SHARED IMAGING, LLC 401(K) SAVINGS PLAN & TRUST | DOWNERS GROVE, IL | Advisor / Consultant INVESTMENT ADVISOR | 309 | $18.5M | $32K |
| HUPY AND ABRAHAM, S.C. HUPY AND ABRAHAM, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 159 | $18.4M | $32K |
| CAPITOL-HUSTING COMPANY INC. CAPITOL-HUSTING COMPANY INC. SAVINGS AND RETIREMENT PLAN AND TRUST | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 158 | $16.7M | $17K |
| NORTHSIDE ELEVATOR, INC. NORTHSIDE ELEVATOR, INC. PROFIT SHARING PLAN | LOYAL, WI | Advisor / Consultant INVESTMENT ADVISOR | 116 | $16.6M | $29K |
| HUPY AND ABRAHAM, S.C. HUPY AND ABRAHAM, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 145 | $15.9M | $27K |
| SHARED IMAGING, LLC SHARED IMAGING, LLC 401(K) SAVINGS PLAN & TRUST | DOWNERS GROVE, IL | Advisor / Consultant INVESTMENT ADVISOR | 285 | $14.7M | $26K |
| NORTHSIDE ELEVATOR, INC. NORTHSIDE ELEVATOR, INC. PROFIT SHARING PLAN | LOYAL, WI | Advisor / Consultant INVESTMENT ADVISOR | 118 | $13.7M | $26K |
| HUPY AND ABRAHAM, S.C. HUPY AND ABRAHAM, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 145 | $13.1M | $26K |
| SHARED IMAGING, LLC SHARED IMAGING, LLC 401(K) SAVINGS PLAN & TRUST | DOWNERS GROVE, IL | Advisor / Consultant INVESTMENT ADVISOR | 247 | $11.8M | $24K |
| CASTLE-PIERCE CORPORATION CASTLE-PIERCE CORPORATION PROFIT SHARING 401(K) PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISOR | 134 | $10.1M | $26K |
| CASTLE-PIERCE CORPORATION CASTLE-PIERCE CORPORATION PROFIT SHARING 401(K) PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISOR | 137 | $7.9M | $28K |
| THE INFOSOFT GROUP LLC THE INFOSOFT GROUP RETIREMENT PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 183 | $6.8M | $16K |
| AIM TRANSFER & STORAGE, INC. AIM TRANSFER & STORAGE, INC. PROFIT SHARING 401(K) PLAN | OAK CREEK, WI | Advisor / Consultant INVESTMENT ADVISOR | 122 | $3.8M | $5K |
| THE INFOSOFT GROUP LLC THE INFOSOFT GROUP RETIREMENT PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $13K |