GREENLINE 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
8
Active participants
2,347
Total plan assets
$31.1M
Filings (rows)
8
Direct comp
$157K
Indirect comp
$13K
SERVICES PROVIDED
Other4
Advisor / Consultant4
Top plans served
All 8 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP, LLC RETIREMINT PEP | WEST DES MOINE, IA | Advisor / Consultant INVESTMENT ADVISOR | 868 | $12.6M | $87K |
| ATLAS SIGNS HOLDINGS, INC. ATLAS SIGN INDUSTRIES 401(K) PLAN | RIVIERA BEACH, FL | Advisor / Consultant ADVISOR | 264 | $4.9M | $20K |
| WELD, INC. THE CHILES GROUP PROFIT SHARING AND RETIREMENT PLAN | ANNA MARIA, FL | Other NONE | 231 | $4.5M | $11K |
| WELD, INC THE CHILES GROUP PROFIT SHARING AND RETIREMENT PLAN | ANNA MARIA, FL | Other NONE | 248 | $3.6M | $10K |
| WELD, INC. THE CHILES GROUP PROFIT SHARING AND RETIREMENT PLAN | ANNA MARIA, FL | Other NONE | 160 | $2.9M | $17K |
| COCONUT CREEK FITNESS PARTNERS KB ORANGE GROUP 401K PLAN | COCONUT GREEK, FL | Other INVESTMENT/FINANCIAL ADVI | 181 | $1.3M | $10K |
| BLUFOX MOBILE LLC BLUFOX MOBILE 401(K) PLAN | PLAINVIEW, NY | Advisor / Consultant INVESTMENT ADVISORY - PLA | 395 | $1.2M | $1K |
| GUARDIAN RECOVERY NETWORK HOLDINGS, LLC GUARDIAN RECOVERY NETWORK 401(K) & PROFIT SHARING PLAN | DELRAY BEACH, FL | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $0 | $0 |