FINDEC 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
24
Active participants
2,604
Total plan assets
$112.1M
Filings (rows)
24
Direct comp
$255K
Indirect comp
$0
Aggregating 2 name variants under "FINDEC WEALTH"
SERVICES PROVIDED
Advisor / Consultant22
Other2
Top plans served
All 24 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JAIN AMERICA HOLDINGS, INC. JAIN AMERICA HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT MANAGER | 518 | $26.7M | $38K |
| JAIN AMERICA HOLDINGS, INC. JAIN AMERICA HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT MANAGER | 291 | $23.7M | $43K |
| ANTONINI FREIGHT EXPRESS, INC. ANTONINI FREIGHT EXPRESS, INC. 401(K) & PROFIT SHARING PLAN | STOCKTON, CA | Advisor / Consultant INVESTMENT ADVISOR | 113 | $8.5M | — |
| ANTONINI FREIGHT EXPRESS, INC. ANTONINI FREIGHT EXPRESS, INC. 401(K) & PROFIT SHARING PLAN | STOCKTON, CA | Advisor / Consultant INVESTMENT ADVISOR | 125 | $7.8M | $86 |
| TARDITI, INC. TARDITI, INC. 401(K) PROFIT SHARING PLAN | LODI, CA | Advisor / Consultant INVESTMENT MANAGER | 96 | $7.5M | $6K |
| TARDITI, INC. TARDITI, INC. 401(K) PROFIT SHARING PLAN | LODI, CA | Advisor / Consultant INVESTMENT MANAGER | 96 | $7.1M | $5K |
| ANTONINI FREIGHT EXPRESS, INC. ANTONINI FREIGHT EXPRESS, INC. 401(K) & PROFIT SHARING PLAN | STOCKTON, CA | Advisor / Consultant INVESTMENT ADVISOR | 107 | $6.8M | $135 |
| TARDITI, INC. TARDITI, INC. 401(K) PROFIT SHARING PLAN | LODI, CA | Advisor / Consultant INVESTMENT MANAGER | 110 | $6.4M | $5K |
| MULTIPLIER MULTIPLIER 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISORS | 178 | $4.1M | $9K |
| CHILDREN'S HOME OF STOCKTON CHILDREN'S HOME OF STOCKTON 401(K) PROFIT SHARING PLAN | STOCKTON, CA | Advisor / Consultant INVESTMENT ADVISER | 56 | $3.4M | $5K |
| CHILDREN'S HOME OF STOCKTON CHILDREN'S HOME OF STOCKTON 401(K) PROFIT SHARING PLAN | STOCKTON, CA | Advisor / Consultant INVESTMENT ADVISER | 61 | $3.2M | $5K |
| CHILDREN'S HOME OF STOCKTON CHILDREN'S HOME OF STOCKTON 401(K) PROFIT SHARING PLAN | STOCKTON, CA | Advisor / Consultant INVESTMENT ADVISER | 56 | $3.1M | $5K |
| SAN JOAQUIN COUNTY CHILD ABUSE PREVENTION COUNCIL SAN JOAQUIN COUNTY CHILD ABUSE PREVENTION COUNCIL 403(B) PLAN | STOCKTON, CA | Other INVESTMENT MGR | 190 | $2.1M | $6K |
| SAN JOAQUIN COUNTY CHILD ABUSE PREVENTION COUNCIL SAN JOAQUIN COUNTY CHILD ABUSE PREVENTION COUNCIL 403(B) PLAN | STOCKTON, CA | Other INVESTMENT MGR | 154 | $1.6M | $5K |
| RASIRC RASIRC 401(K) PROFIT SHARING PLAN AND TRUST | SAN DIEGO, CA | Advisor / Consultant INVESTMENT MANAGER | 42 | — | $12K |
| EDWARD Y. YOUNG, D.D.S., SOLE PROPRIETOR EDWARD Y. YOUNG, D.D.S. PROFIT SHARING PLAN | STOCKTON, CA | Advisor / Consultant INVESTMENT MANAGER | 3 | — | $9K |
| PACIFIC SLEEP DISORDER, GP PACIFIC SLEEP DISORDER GP 401(K) PROFIT SHARING PLAN | STOCKTON, CA | Advisor / Consultant INVESTMENT MANAGER | 24 | — | $17K |
| BERBERIAN EUROPEAN MOTORS, LLC, DBA MERCEDES-BENZ OF STOCKTON BERBERIAN ENTITIES 401(K) RETIREMENT PLAN | STOCKTON, CA | Advisor / Consultant INVESTMENT MANAGER | 66 | — | $21K |
| ROLLING STAGES, INC. ROLLING STAGES, INC. 401(K) PROFIT SHARING PLAN | LODI, CA | Advisor / Consultant INVESTMENT MANAGER | 11 | — | $8K |
| STEWARD PLASTICS, INC. SMOOTH BOR PLASTICS 401(K) PLAN | LAGUNA HILLS, CA | Advisor / Consultant INVESTMENT MANAGER | 76 | — | $8K |
| PLEXIUM, INC. PLEXIUM, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT MANAGER | 94 | — | $8K |
| BERTRAND, FOX, ELLIOT, OSMAN & WENZEL, A PROFESSIONAL COPORATION BERTRAND, FOX & ELLIOT 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT MANAGER | 26 | — | $22K |
| VALLEY LANDSCAPING & MAINTENANCE, INC. VALLEY LANDSCAPING, INC. AND DELTA TREE FARMS, INC. 401(K) PLAN | LODI, CA | Advisor / Consultant INVESTMENT MANAGER | 93 | — | $12K |
| GOLDEN VALLEY ENGINEERING & SURVEYING, INC. GOLDEN VALLEY ENGINEERING & SURVEYING INC. 401(K) PROFIT SHARING PLAN | MERCED, CA | Advisor / Consultant INVESTMENT MANAGER | 18 | — | $8K |