Form 5500 Search

GUARANTY PRIVATE 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
7
Active participants
1,030
Total plan assets
$55.0M
Filings (rows)
7
Direct comp
$183K
Indirect comp
$0

SERVICES PROVIDED

Other6
Advisor / Consultant1

Top plans served

All 7 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
PRECISION SPINE INC.
PRECISION SPINE 401K PLAN
PEARL, MS
Other
NONE
103$10.3M$32K
SOUTHERN BEVERAGE COMPANY, INC.
SOUTHERN BEVERAGE COMPANY, INC. 401(K) PLAN
RIDGELAND, MS
Other
NONE
248$9.9M$34K
SOUTHERN BEVERAGE COMPANY, INC.
SOUTHERN BEVERAGE COMPANY, INC. 401(K) PLAN
RIDGELAND, MS
Other
NONE
231$9.5M$31K
PRECISION SPINE INC.
PRECISION SPINE 401K PLAN
PEARL, MS
Other
NONE
105$9.0M$28K
SOUTHERN BEVERAGE COMPANY, INC.
SOUTHERN BEVERAGE COMPANY, INC. 401(K) PLAN
RIDGELAND, MS
Other
NONE
234$8.6M$29K
PRECISION SPINE INC.
PRECISION SPINE 401K PLAN
PEARL, MS
Other
NONE
109$7.6M$24K
RETZER RESOURCES, INC.
RETZER RESOURCES, INC. 401(K) PLAN
GREENVILLE, MS
Advisor / Consultant
INVESTMENT ADVISOR
0$102K$5K
GUARANTY PRIVATE WEALTH — Form 5500 Service Provider Profile | Form 5500 Search