Form 5500 Search

KEEBECK 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
8
Active participants
8,696
Total plan assets
$610.7M
Filings (rows)
8
Direct comp
$2.0M
Indirect comp
$0

SERVICES PROVIDED

Other8

Top plans served

All 8 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIO
LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION
RIVER FOREST, IL
Other
NONE
1,170$162.5M$616K
TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIO
LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION
RIVER FOREST, IL
Other
NONE
1,151$152.0M$573K
TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIO
LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION
RIVER FOREST, IL
Other
NONE
1,081$132.0M$492K
TRUSTEES OF LIQUOR & ALLIED WORKER UNION LOCAL 3 HEALTH AND WELFARE SA
LIQUOR AND ALLIED WORKERS UNION LOCAL NO. 3 HEALTH AND WELFARE FUND - SALES DIVISION
RIVER FOREST, IL
Other
NONE
2,172$39.6M$18K
TRUSTEES OF LIQUOR & ALLIED WORKER UNION LOCAL 3 HEALTH AND WELFARE SA
LIQUOR AND ALLIED WORKERS UNION LOCAL NO. 3 HEALTH AND WELFARE FUND - SALES DIVISION
RIVER FOREST, IL
Other
NONE
2,228$36.6M$17K
TRUSTEES OF LIQUOR & ALLIED WORKERS UNION LOCAL NO. 3 PENSION FUND
LIQUOR AND ALLIED WORKERS UNION LOCAL NO. 3 PENSION FUND
RIVER FOREST, IL
Other
NONE
312$33.0M$110K
TRUSTEES OF LIQUOR & ALLIED WORKERS UNION LOCAL NO. 3 PENSION FUND
LIQUOR AND ALLIED WORKERS UNION LOCAL NO. 3 PENSION FUND
RIVER FOREST, IL
Other
NONE
299$29.4M$79K
TRUSTEES OF LIQUOR & ALLIED WORKERS UNION LOCAL NO. 3 PENSION FUND
LIQUOR AND ALLIED WORKERS UNION LOCAL NO. 3 PENSION FUND
RIVER FOREST, IL
Other
NONE
283$25.7M$66K