DYNAMIC 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
57
Active participants
819,639
Total plan assets
$143.3B
Filings (rows)
57
Direct comp
$1.1M
Indirect comp
$29K
Aggregating 2 name variants under "DYNAMIC WEALTH"
SERVICES PROVIDED
Other43
Advisor / Consultant7
Broker6
Recordkeeper1
Top plans served
All 57 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 101,217 | $24.7B | $7K |
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 101,450 | $19.8B | $8K |
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 106,111 | $15.0B | $7K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 42,968 | $7.7B | $105K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 44,901 | $7.4B | $96K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 69,032 | $6.8B | $38K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 44,251 | $6.4B | $45K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 68,371 | $6.0B | $30K |
| SOUTHERN CALIFORNIA EDISON COMPANY EDISON 401(K) SAVINGS PLAN | ROSEMEAD, CA | Advisor / Consultant INVESTMENT ADVISOR | 14,119 | $5.7B | $196K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 23,089 | $5.4B | $14K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 24,252 | $4.6B | $11K |
| INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Other NONE | 24,200 | $3.7B | $7K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 46,680 | $3.6B | $30K |
| INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Other NONE | 20,635 | $3.1B | $2K |
| BVH, INC. BLACK & VEATCH RETIREMENT PROGRAM | OVERLAND PARK, KS | Other NONE | 7,022 | $3.0B | $35K |
| BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH RETIREMENT PROGRAM | OVERLAND PARK, KS | Other NONE | 7,191 | $2.7B | $18K |
| BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH RETIREMENT PROGRAM | OVERLAND PARK, KS | Other NONE | 6,796 | $2.3B | $11K |
| WOOD GROUP U.S. HOLDINGS, INC. WOOD 401(K) PLAN | HOUSTON, TX | Other NONE | 7,051 | $2.1B | $10K |
| WOOD GROUP U.S. HOLDINGS, INC. WOOD 401(K) PLAN | HOUSTON, TX | Other NONE | 8,218 | $2.0B | $13K |
| PITNEY BOWES INC. PITNEY BOWES INC. 401(K) PLAN | STAMFORD, CT | Other NONE | 5,862 | $1.7B | $8K |
| SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,762 | $925.9M | $5K |
| GANNETT FLEMING, INC. GANNETT FLEMING, INC. TAX DEFERRED 401(K) SAVINGS PLAN | MECHANICSBURG, PA | Other NONE | 5,064 | $830.4M | $7K |
| BIOMARIN PHARMACEUTICAL INC. BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN | NOVATO, CA | Other NONE | 1,939 | $715.0M | $12K |
| BIOMARIN PHARMACEUTICAL INC. BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN | NOVATO, CA | Other NONE | 2,309 | $616.8M | $10K |
| GANNETT FLEMING, INC. GANNETT FLEMING, INC. TAX DEFERRED 401(K) SAVINGS PLAN | CAMP HILL, PA | Other NONE | 2,607 | $537.8M | $10K |
| BIOMARIN PHARMACEUTICAL INC. BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN | NOVATO, CA | Other NONE | 2,075 | $494.4M | $10K |
| COTY INC. COTY RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 2,009 | $449.6M | $14K |
| GANNETT FLEMING, INC. GANNETT FLEMING, INC. TAX DEFERRED 401(K) SAVINGS PLAN | CAMP HILL, PA | Other NONE | 2,643 | $444.7M | $13K |
| PERKINS&WILL, INC. PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN | CHICAGO, IL | Other NONE | 1,817 | $414.4M | $16K |
| COTY INC. COTY RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 1,997 | $400.2M | $11K |
| PERKINS&WILL, INC. PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN | CHICAGO, IL | Other NONE | 1,864 | $365.9M | $12K |
| COTY INC. COTY RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 1,978 | $341.1M | $10K |
| NUSTAR SERVICES COMPANY LLC NUSTAR THRIFT PLAN | SAN ANTONIO, TX | Other NONE | 1,166 | $328.6M | $5K |
| PERKINS&WILL, INC. PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN | CHICAGO, IL | Other NONE | 1,850 | $298.1M | $12K |
| NUSTAR SERVICES COMPANY LLC NUSTAR THRIFT PLAN | SAN ANTONIO, TX | Other NONE | 1,138 | $274.8M | $6K |
| AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN | ST. CLAIRSVILLE, OH | Broker SECURITIES BROKER | 1,407 | $266.8M | $17K |
| HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS, MO | Other NONE | 1,219 | $261.0M | $7K |
| AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN | ST. CLAIRSVILLE, OH | Broker SECURITIES BROKER | 1,918 | $255.8M | $13K |
| AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN | ST. CLAIRSVILLE, OH | Broker SECURITIES BROKER | 1,913 | $210.7M | $13K |
| CONTINENTAL MILLS, INC CONTINENTAL MILLS, INC. 401 (K) RETIREMENT SAVINGS PLAN | TUKWILA, WA | Broker SECURITIES BROKER | 912 | $157.5M | $11K |
| HARMONIC INC. HARMONIC INC. 401(K) PLAN | SAN JOSE, CA | Other NONE | 345 | $154.3M | $5K |
| CONTINENTAL MILLS, INC CONTINENTAL MILLS, INC. 401 (K) RETIREMENT SAVINGS PLAN | TUKWILA, WA | Broker SECURITIES BROKER | 872 | $144.5M | $8K |
| CONTINENTAL MILLS, INC CONTINENTAL MILLS, INC. 401 (K) RETIREMENT SAVINGS PLAN | TUKWILA, WA | Broker SECURITIES BROKER | 855 | $125.0M | $6K |
| GHIRARDELLI CHOCOLATE COMPANY GHIRARDELLI CHOCOLATE COMPANY 401(K) RETIREMENT & SAVINGS PLAN | SAN LEANDRO, CA | Other INV ADV, PARTICIPANTS | 886 | $116.2M | $5K |
| GHIRARDELLI CHOCOLATE COMPANY GHIRARDELLI CHOCOLATE COMPANY 401(K) RETIREMENT & SAVINGS PLAN | SAN LEANDRO, CA | Other INV ADV, PARTICIPANTS | 827 | $96.3M | $12K |
| PACIFIC COAST PRODUCERS PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN | LODI, CA | Other NONE | 293 | $49.8M | $5K |
| STADLER US INC. STADLER US INC. 401(K) PROFIT SHARING PLAN AND TRUST | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 476 | $10.8M | $53K |
| PRIDE TRANSPORT, INC. PRIDE TRANSPORT 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY | 510 | $9.0M | $0 |
| STADLER US INC STADLER US INC 401(K) PROFIT SHARING PLAN AND TRUST | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 432 | $7.6M | $28K |
| STADLER US INC STADLER US INC 401(K) PROFIT SHARING PLAN AND TRUST | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 371 | $5.4M | $22K |
| M CULINARY CONCEPTS, LLC M CULINARY CONCEPTS, LLC 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Other NONE | 211 | $3.9M | $17K |
| O.P.E.N. AMERICA, INC. DBA OPENWORKS O.P.E.N. AMERICA, INC. DBA OPENWORKS 401(K) PLAN | PHOENIX, AZ | Recordkeeper RECORDKEEPER | 108 | $2.6M | $11K |
| AVORS MEDICAL GROUP AVORS MEDICAL GROUP 401(K) PROFIT SHARING PLAN | LANCASTER, CA | Advisor / Consultant ADVISOR | 62 | $1.4M | $24K |
| AVORS MEDICAL GROUP AVORS MEDICAL GROUP 401(K) PROFIT SHARING PLAN | LANCASTER, CA | Advisor / Consultant ADVISOR | 53 | $1.3M | $8K |
| TOWING NETWORK LLC TTN FLEET SOLUTIONS 401(K) PLAN | FARMERS BRANCH, TX | Other NONE | 90 | $433K | $4K |
| TOWING NETWORK LLC TTN FLEET SOLUTIONS 401(K) PLAN | ARGYLE, TX | Other NONE | 112 | $338K | $3K |
| TOWING NETWORK LLC TTN FLEET SOLUTIONS 401(K) PLAN | ARGYLE, TX | Other NONE | 133 | $208K | $248 |