DIVERSIFY 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
6
Active participants
98,443
Total plan assets
$20.0B
Filings (rows)
6
Direct comp
$97K
Indirect comp
$0
Aggregating 2 name variants under "DIVERSIFY WEALTH"
SERVICES PROVIDED
Other3
Advisor / Consultant3
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $12K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 69,032 | $6.8B | $8K |
| SKYWEST, INC. SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | ST. GEORGE, UT | Other NONE | 15,517 | $1.4B | $7K |
| BAMBOO HR LLC BAMBOO HR LLC 401(K) PLAN | DRAPER, UT | Advisor / Consultant ADVISOR | 1,500 | $93.2M | $51K |
| TRAEGER PELLET GRILLS, LLC TRAEGER 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 529 | $37.2M | $7K |
| DENTAL INTELLIGENCE, INC. DENTAL INTEL 401(K) PLAN | PLEASANT GROVE, UT | Advisor / Consultant ADVISOR | 186 | $10.6M | $12K |