Ironoak Wealth

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

901

Total plan assets

$49.5M

Filings (rows)

Direct comp

$87K

Indirect comp

$11K

SERVICES PROVIDED

Advisor / Consultant3

Other service providers2

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Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Joeris General Contractors, Ltd. Joeris General Contractors, Ltd. 401(k) Retirement Plan · all filings	SAN ANTONIO, TX	Advisor / Consultant	657	$46.8M	$87K	$0
Hilltop Residential LLC Hilltop Residential 401(k) Plan · all filings	HOUSTON, TX	Other service providers	244	$2.7M	$0	$11K