Highmark 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

Active participants

795

Total plan assets

$31.4M

Filings (rows)

Direct comp

$58K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Roberts Gordon LLC Specified Air Solutions, LLC Profit Sharing Plan · all filings	BUFFALO, NY	Advisor / Consultant	495	$16.3M	$16K	$0
Roberts Gordon LLC Specified Air Solutions, LLC Profit Sharing Plan · all filings	BUFFALO, NY	Advisor / Consultant	300	$15.1M	$27K	$0
Roberts Gordon LLC Specified Air Solutions, LLC Profit Sharing Plan · all filings	BUFFALO, NY	Advisor / Consultant	0	$0	$14K	$0