INTERCONTINENTAL WEALTH ADVISORS LL
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
6
Active participants
6,014
Total plan assets
$74.7M
Filings (rows)
6
Direct comp
$286K
Indirect comp
$0
SERVICES PROVIDED
Other6
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INFO MEDIA GROUP INC DBA CARENET INFO MEDIA GROUP, INC DBA CARENET 401(K) PLAN | SAN ANTONIO, TX | Other INVESTMENT/FINANCIAL ADVI | 2,574 | $25.2M | $126K |
| INFO MEDIA GROUP INC DBA CARENET INFO MEDIA GROUP, INC DBA CARENET 401(K) PLAN | SAN ANTONIO, TX | Other INVESTMENT/FINANCIAL ADVI | 2,011 | $19.5M | $43K |
| INFO MEDIA GROUP INC DBA CARENET INFO MEDIA GROUP, INC DBA CARENET 401(K) PLAN | SAN ANTONIO, TX | Other INVESTMENT/FINANCIAL ADVI | 1,211 | $12.9M | $39K |
| ALTAMIRA-US, LLC ALTAMIRA 401(K) PLAN | OKLAHOMA CITY, OK | Other INVESTMENT/FINANCIAL ADVI | 82 | $5.9M | $25K |
| ALTAMIRA-US, LLC ALTAMIRA 401(K) PLAN | OKLAHOMA CITY, OK | Other INVESTMENT/FINANCIAL ADVI | 86 | $5.6M | $35K |
| ALTAMIRA-US, LLC ALTAMIRA 401(K) PLAN | OKLAHOMA CITY, OK | Other INVESTMENT/FINANCIAL ADVI | 50 | $5.5M | $17K |
