IPI 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
16
Active participants
14,130
Total plan assets
$682.3M
Filings (rows)
16
Direct comp
$190K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant16
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| US RADIOLOGY SPECIALISTS, INC. US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISOR | 500 | $166.5M | $7K |
| QUINCY PHYSICIANS & SURGEONS CLINIC S.C. D/B/A QUINCY MEDICAL GROUP QUINCY MEDICAL GROUP RETIREMENT TRUST | QUINCY, IL | Advisor / Consultant ADVISOR | 872 | $157.8M | $20K |
| U.S. IMAGING PARTNERS, INC. U.S. IMAGING PARTNERS 401(K) PROFIT SHARING PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 427 | $131.3M | $7K |
| AVMA LIFE TRUST, LLC AVMA LIFE TRUST, LLC 401(K) PLAN | SCHAUMBURG, IL | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 3,439 | $74.7M | $6K |
| AVMA LIFE TRUST, LLC AVMA LIFE TRUST, LLC 401(K) PLAN | SCHAUMBURG, IL | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 3,366 | $52.6M | $5K |
| AVMA LIFE TRUST, LLC AVMA LIFE TRUST, LLC 401(K) PLAN | SCHAUMBURG, IL | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 2,934 | $32.1M | $4K |
| INTUITIVE HEALTH, LLC INTUITIVE HEALTH 401 (K) PLAN | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 855 | $14.8M | $30K |
| INTUITIVE HEALTH, LLC INTUITIVE HEALTH 401 (K) PLAN | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 682 | $9.9M | $20K |
| THE REESE GROUP, INC. THE REESE GROUP, INC. 401(K) PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 117 | $8.0M | $16K |
| THE REESE GROUP, INC. THE REESE GROUP, INC. 401(K) PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 118 | $7.8M | $14K |
| THE REESE GROUP, INC. THE REESE GROUP, INC. 401(K) PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 114 | $6.5M | $5K |
| INTUITIVE HEALTH, LLC INTUITIVE HEALTH 401 (K) PLAN | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 417 | $6.5M | $15K |
| FIRST EXPRESS, INC. FIRST EXPRESS 401(K) PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 91 | $5.0M | $13K |
| FIRST EXPRESS, INC. FIRST EXPRESS 401(K) PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 90 | $4.7M | $14K |
| FIRST EXPRESS, INC. FIRST EXPRESS 401(K) PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 108 | $4.0M | $14K |
| QUINCY PHYSICIANS & SURGEONS CLINIC S.C. D/B/A QUINCY MEDICAL GROUP QUINCY MEDICAL GROUP RETIREMENT TRUST | QUINCY, IL | Advisor / Consultant ADVISOR | 0 | $0 | $0 |