FIDUCIARY 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
34
Active participants
6,586
Total plan assets
$404.2M
Filings (rows)
34
Direct comp
$474K
Indirect comp
$0
SERVICES PROVIDED
Other24
Advisor / Consultant10
Top plans served
All 34 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NUIX NORTH AMERICA INC. NUIX NORTH AMERICA INC. 401(K) PLAN | HERNDON, VA | Other NONE | 181 | $31.1M | $31K |
| T-REX SOLUTIONS, LLC T-REX SOLUTIONS, LLC 401 (K) & PROFIT SHARING PLAN | BETHESDA, MD | Advisor / Consultant INVESTMENT ADVISOR | 254 | $29.5M | $15K |
| COFENSE INC. COFENSE INC. 401(K) PLAN | ASHBURN, VA | Other NONE | 177 | $27.6M | $19K |
| NUIX NORTH AMERICA INC. NUIX NORTH AMERICA INC. 401(K) PLAN | HERNDON, VA | Other NONE | 192 | $26.5M | $33K |
| COFENSE INC. COFENSE INC. 401(K) PLAN | LEESBURG, VA | Other NONE | 189 | $24.1M | $25K |
| T-REX SOLUTIONS, LLC T-REX SOLUTIONS, LLC 401 (K) & PROFIT SHARING PLAN | BETHESDA, MD | Advisor / Consultant INVESTMENT ADVISOR | 256 | $23.5M | $20K |
| APPLIED COMPUTING TECHNOLOGIES, INC. APPLIED COMPUTING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | ALEXANDRIA, VA | Advisor / Consultant ADVISOR | 62 | $21.6M | $28K |
| COFENSE INC. COFENSE INC. 401(K) PLAN | LEESBURG, VA | Other NONE | 293 | $20.9M | $25K |
| NUIX NORTH AMERICA INC. NUIX NORTH AMERICA INC. 401(K) PLAN | HERNDON, VA | Other NONE | 245 | $20.2M | $30K |
| APPLIED COMPUTING TECHNOLOGIES, INC. APPLIED COMPUTING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | ALEXANDRIA, VA | Advisor / Consultant ADVISOR | 70 | $19.7M | $25K |
| T-REX SOLUTIONS, LLC T-REX SOLUTIONS, LLC 401 (K) & PROFIT SHARING PLAN | GREENBELT, MD | Advisor / Consultant INVESTMENT ADVISOR | 168 | $18.3M | $20K |
| APPLIED COMPUTING TECHNOLOGIES, INC. APPLIED COMPUTING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | ALEXANDRIA, VA | Advisor / Consultant ADVISOR | 61 | $16.2M | $27K |
| COSMOS CLUB COSMOS CLUB 401(K) RETIREMENT PLAN | WASHINGTON, DC | Other NONE | 152 | $15.4M | $10K |
| COSMOS CLUB COSMOS CLUB 401(K) RETIREMENT PLAN | WASHINGTON, DC | Other NONE | 126 | $12.9M | $11K |
| COSMOS CLUB COSMOS CLUB 401(K) RETIREMENT PLAN | WASHINGTON, DC | Other NONE | 112 | $10.2M | $11K |
| EXPRESSION NETWORKS LLC EXPRESSION NETWORKS LLC 401(K) PLAN | WASHINGTON, DC | Other INVESTMENT/FINANCIAL ADVI | 106 | $8.1M | $18K |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW 403(B) PLAN | WASHINGTON, DC | Other NONE | 74 | $7.2M | $7K |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW 403(B) PLAN | WASHINGTON, DC | Other NONE | 72 | $6.0M | $8K |
| ADWERX, INC. ADWERX,INC. RETIREMENT PLAN | DURHAM, NC | Other NONE | 46 | $5.7M | $6K |
| ADWERX, INC. ADWERX,INC. RETIREMENT PLAN | DURHAM, NC | Other NONE | 71 | $5.5M | $8K |
| TELEWORLD SOLUTIONS, INC. TELEWORLD SOLUTIONS, INC 401(K) PLAN | CHANTILLY, VA | Other NONE | 364 | $5.1M | $5K |
| COUNTER CULTURE COFFEE, INC. COUNTER CULTURE COFFEE INC 401(K) PROFIT SHARING PLAN | DURHAM, NC | Other INVESTMENT/FINANCIAL ADVI | 121 | $4.8M | $10K |
| ADWERX, INC. ADWERX,INC. RETIREMENT PLAN | DURHAM, NC | Other NONE | 78 | $4.7M | $11K |
| PETROLEUM MARKETING GROUP, INC. PETROLEUM MARKETING GROUP 401(K) PROFIT SHARING PLAN AND TRUST | FALLS CHURCH, VA | Advisor / Consultant INVESTMENT ADVISORY | 195 | $4.7M | $4K |
| TELEWORLD SOLUTIONS, INC TELEWORLD SOLUTIONS, INC 401(K) PLAN | CHANTILLY, VA | Other NONE | 556 | $4.4M | $10K |
| YORK PROPERTIES, INC. YORK PROPERTIES, INC. 401(K) PLAN | RALEIGH, NC | Advisor / Consultant ADVISOR | 186 | $4.4M | $8K |
| THE BOWEN GROUP THE BOWEN GROUP 401(K) PLAN | CHANTILLY, VA | Other NONE | 321 | $4.3M | $8K |
| COUNTER CULTURE COFFEE, INC. COUNTER CULTURE COFFEE, INC. 401(K) PROFIT SHARING PLAN | DURHAM, NC | Other INVESTMENT/FINANCIAL ADVI | 107 | $4.1M | $10K |
| THE BOWEN GROUP THE BOWEN GROUP 401(K) PLAN | CHANTILLY, VA | Other NONE | 251 | $3.6M | $8K |
| THE BOWEN GROUP THE BOWEN GROUP 401(K) PLAN | STAFFORD, VA | Other NONE | 259 | $3.3M | $8K |
| PINGWIND, INC. SUCCESSOR TO DRA PINGWIND, INC. 401(K) PLAN | WASHINGTON, DC | Other NONE | 116 | $3.3M | $6K |
| PETROLEUM MARKETING GROUP, INC. PETROLEUM MARKETING GROUP 401(K) PROFIT SHARING PLAN AND TRUST | FALLS CHURCH, VA | Advisor / Consultant INVESTMENT ADVISORY - PL | 165 | $3.2M | $5K |
| TELEWORLD SOLUTIONS, INC. TELEWORLD SOLUTIONS, INC. 401(K) PLAN | CHANTILLY, VA | Other NONE | 874 | $2.9M | $5K |
| QUEST TRANSPORT LLC QUEST TRANSPORT LLC 401(K) PROFIT SHARING PLAN & TRUST | FALLS CHURCH, VA | Advisor / Consultant INVESTMENT ADVISORY - PL | 86 | $1.4M | $391 |