Form 5500 Search

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 / PlanLocationServiceParticipantsAssetsDirect 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
INTERCONTINENTAL WEALTH ADVISORS LL — Form 5500 Service Provider Profile | Form 5500 Search