LINEWEAVER 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
14
Active participants
190,507
Total plan assets
$34.4B
Filings (rows)
14
Direct comp
$400K
Indirect comp
$129K
SERVICES PROVIDED
Advisor / Consultant10
Other4
Top plans served
All 14 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $81K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $70K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $94K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $21K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.7B | $19K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.1B | $18K |
| PRESRITE CORPORATION PRESRITE CORPORATION 401(K) RETIREMENT SAVINGS AND PROFIT SHARING PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISORY | 419 | $35.0M | $31K |
| PRESRITE CORPORATION PRESRITE CORPORATION 401(K) RETIREMENT SAVINGS AND PROFIT SHARING PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISORY | 455 | $31.2M | $24K |
| PRESRITE CORPORATION PRESRITE CORPORATION 401(K) RETIREMENT SAVINGS AND PROFIT SHARING PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISORY | 350 | $30.3M | $29K |
| MATRIC LIMITED, INC. MATRIC LIMITED, INC. PROFIT SHARING 401(K)PLAN | SENECA, PA | Other SERVICE PROVIDER | 324 | $22.8M | $0 |
| MATRIC LIMITED, INC. MATRIC LIMITED, INC. PROFIT SHARING 401(K)PLAN | SENECA, PA | Other SERVICE PROVIDER | 300 | $20.4M | $0 |
| MATRIC LIMITED, INC. MATRIC LIMITED, INC. PROFIT SHARING 401(K)PLAN | SENECA, PA | Other SERVICE PROVIDER | 274 | $17.5M | $0 |
| FAMILY HEALTH MEDICAL SERVICES FAMILY HEALTH MEDICAL SERVICES 401(K) PROFIT SHARING PLAN | JAMESTOWN, NY | Other SERVICE PROVIDER | 82 | $6.4M | $0 |
| NWAN, INC. NWAN, INC. 401(K) PROFIT SHARING PLAN | STRONGSVILLE, OH | Advisor / Consultant RIA | 0 | $0 | $12K |