FIRSTPURPOSE 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
4
Active participants
188,697
Total plan assets
$17.1B
Filings (rows)
4
Direct comp
$22K
Indirect comp
$0
SERVICES PROVIDED
Other3
Broker1
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 69,032 | $6.8B | $5K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 68,371 | $6.0B | $8K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 46,680 | $3.6B | $8K |
| DEALER COMPUTER SERVICES, INC. THE REYNOLDS AND REYNOLDS COMPANY 401(K) SAVINGS PLAN | DAYTON, OH | Broker BROKERAGE SERVICES | 4,614 | $652.2M | $1K |