KINGSWOOD WEALTH ADVISORS
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
7
Active participants
3,461
Total plan assets
$1.4B
Filings (rows)
7
Direct comp
$30K
Indirect comp
$70K
SERVICES PROVIDED
Other6
Advisor / Consultant1
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM, AL | Other NONE | 1,172 | $694.3M | $5K |
| BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C. BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN | MEMPHIS, TN | Other SELF-DIRECTED INV. ADVIS | 1,160 | $627.6M | $25K |
| KYRA SOLUTIONS, INC. KYRA SOLUTIONS, INC. 401(K) PLAN AND TRUST | LAKELAND, FL | Other SERVICE PROVIDER | 114 | $15.0M | $0 |
| TOWN & COUNTRY LINEN CORPORATION TOWN & COUNTRY LINEN CORPORATION 401(K) RETIREMENT SAVINGS PLAN | LAKEWOOD, NJ | Other SERVICE PROVIDER | 167 | $13.1M | $0 |
| KYRA SOLUTIONS, INC. KYRA SOLUTIONS, INC. 401(K) PLAN AND TRUST | LAKELAND, FL | Other SERVICE PROVIDER | 115 | $12.0M | $0 |
| TRANSHUMANCE HOLDING COMPANY, INC TRANSHUMANCE INC. & SUBSIDIARIES 401(K) PLAN | SACRAMENTO, CA | Advisor / Consultant INVESTMENT ADVISORY | 466 | $11.0M | $0 |
| JMR EMPLOYEES, LLC JMR EMPLOYEES 401(K) PLAN | MIDLAND, TX | Other OTHER SERVICES | 267 | $2.1M | $0 |