Institute for Wealth Mgmt

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

4,343

Total plan assets

$2.0B

Filings (rows)

Direct comp

$254K

Indirect comp

Showing only "INSTITUTE FOR WEALTH MGMT"

View all 6 variants aggregated →

INSTITUTE FOR WORKERS WELFARE6 INSTITUTE FOR WORKER WELFARE6 INSTITUTE FOR APPLIED NETWORK4 INSTITUTE FOR QUANTITATIVE3 INSTITUTE FOR WEALTH MGMT3 INSTITUTE FOR CAREGIVER EDUCATION2

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Davis Wright Tremaine LLP Davis Wright Tremaine LLP 401(k) Profit Sharing Plan · all filings	SEATTLE, WA	Other service providers	1,468	$747.7M	$98K	$0
Davis Wright Tremaine LLP Davis Wright Tremaine LLP 401(k) Profit Sharing Plan · all filings	SEATTLE, WA	Other service providers	1,428	$671.5M	$77K	$0
Davis Wright Tremaine LLP Davis Wright Tremaine LLP 401(k) Profit Sharing Plan · all filings	SEATTLE, WA	Other service providers	1,447	$586.6M	$78K	$0