ESSEX PRIVATE WEALTH MANAGEMENT

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

188,303

Total plan assets

$23.0B

Filings (rows)

Direct comp

$38K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN	CLEVELAND, OH	Advisor / Consultant INVESTMENT ADVISOR	68,206	$9.2B	$15K
THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN	CLEVELAND, OH	Advisor / Consultant INVESTMENT ADVISOR	65,407	$7.5B	$12K
THE CLEVELAND CLINIC FOUNDATION