Executive 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

973

Total plan assets

$96.6M

Filings (rows)

Direct comp

$87K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Independent Emergency Physicians,P.C. Independent Emergency Physicians, P.C. 401(k) Profit Sharing Plan · all filings	FARMINGTON HILLS, MI	Advisor / Consultant	229	$81.3M	$26K	$0
Technique, Inc. Technique, Inc. Retirement Savings Plan · all filings	JACKSON, MI	Advisor / Consultant	285	$7.0M	$28K	$0
Technique, Inc. Technique, Inc. Retirement Savings Plan · all filings	JACKSON, MI	Advisor / Consultant	227	$5.1M	$19K	$0
Technique, Inc. Technique, Inc. Retirement Savings Plan · all filings	JACKSON, MI	Advisor / Consultant	232	$3.2M	$14K	$0