JMG FINANCIAL GROUP
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
8
Active participants
112,126
Total plan assets
$28.1B
Filings (rows)
8
Direct comp
$183K
Indirect comp
$0
SERVICES PROVIDED
Other6
Advisor / Consultant2
Top plans served
All 8 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $48K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $43K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 33,913 | $6.6B | $34K |
| COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO, CA | Other NONE | 2,641 | $1.3B | $10K |
| MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO, IL | Other NONE | 3,334 | $1.0B | $6K |
| SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,762 | $925.9M | $18K |
| GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO, IL | Other NONE | 2,085 | $703.5M | $15K |
| GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO, IL | Other NONE | 2,043 | $611.3M | $9K |