Form 5500 Search

FROST WEALTH ADVISORS

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
9
Active participants
6,328
Total plan assets
$104.9M
Filings (rows)
9
Direct comp
$201K
Indirect comp
$0

SERVICES PROVIDED

Other5
Advisor / Consultant4

Top plans served

All 9 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
REHAB PRO THERAPY
REHAB PRO THERAPY 401(K) PLAN
TYLER, TX
Other
CONSULTING
559$26.2M$45K
CANTEX CONTINUING CARE NETWORK, LLC
CANTEX CONTINUING CARE NETWORK EMPLOYEES SAVINGS TRUST
CARROLLTON, TX
Advisor / Consultant
INVESTMENT ADVISORY
3,883$24.0M$21K
REHAB PRO THERAPY
REHAB PRO THERAPY 401(K) PLAN
TYLER, TX
Other
CONSULTING
602$23.6M$56K
HAVEN FOR HOPE
403B THRIFT PLAN FOR EMPLOYEES OF HAVEN FOR HOPE OF BEXAR COUNTY
SAN ANTONIO, TX
Other
NONE
300$8.6M$26K
HAVEN FOR HOPE OF BEXAR COUNTY
403B THRIFT PLAN FOR EMPLOYEES OF HAVEN FOR HOPE OF BEXAR COUNTY
SAN ANTONIO, TX
Other
NONE
291$6.7M$16K
HELPING HAND HOME FOR CHILDREN, INC.
HELPING HAND HOME FOR CHILDREN, INC. 401(K) PROFIT SHARING PLAN
AUSTIN, TX
Advisor / Consultant
INVESTMENT ADVISER
110$4.2M$9K
HAVEN FOR HOPE
403B THRIFT PLAN HAVEN FOR HOPE OF BEXAR CNTY
SAN ANTONIO, TX
Other
NONE
301$4.2M$11K
HELPING HAND HOME FOR CHILDREN, INC.
HELPING HAND HOME FOR CHILDREN, INC. 401(K) PROFIT SHARING PLAN
AUSTIN, TX
Advisor / Consultant
INVESTMENT ADVISER
140$4.1M$9K
HELPING HAND HOME FOR CHILDREN, INC.
HELPING HAND HOME FOR CHILDREN, INC. 401(K) PROFIT SHARING PLAN
AUSTIN, TX
Advisor / Consultant
INVESTMENT ADVISER
142$3.4M$8K