LJI 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
30
Active participants
13,398
Total plan assets
$386.1M
Filings (rows)
30
Direct comp
$557K
Indirect comp
$7K
SERVICES PROVIDED
Advisor / Consultant17
Other13
Top plans served
All 30 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MARGARET MARY COMMUNITY HOSPITAL MARGARET MARY HEALTH SAVINGS PLAN | BATESVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 797 | $42.3M | $23K |
| MARGARET MARY COMMUNITY HOSPITAL MARGARET MARY HEALTH SAVINGS PLAN | BATESVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 773 | $39.2M | $23K |
| ALACRITY SOLUTIONS GROUP, LLC ALACRITY SOLUTIONS GROUP, LLC 401(K) PLAN | FISHERS, IN | Advisor / Consultant ADVISOR | 1,773 | $38.4M | $50K |
| MARGARET MARY COMMUNITY HOSPITAL, INC. MARGARET MARY HEALTH SAVINGS PLAN | BATESVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 765 | $33.6M | $19K |
| ALACRITY SOLUTIONS GROUP, LLC ALACRITY SOLUTIONS GROUP, LLC 401(K) PLAN | FISHERS, IN | Advisor / Consultant ADVISOR | 1,106 | $31.5M | $44K |
| BUCHANAN GROUP, INC. BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN | INDIANAPOLIS, IN | Other NONE | 391 | $22.4M | $17K |
| BUCHANAN GROUP, INC. BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN | INDIANAPOLIS, IN | Other INVESTMENT SERVICES | 364 | $21.6M | $18K |
| ALACRITY SOLUTIONS GROUP, LLC ALACRITY SOLUTIONS GROUP, LLC 401(K) PLAN | FISHERS, IN | Advisor / Consultant ADVISOR | 828 | $20.4M | $40K |
| BUCHANAN GROUP, INC. BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN | INDIANAPOLIS, IN | Other NONE | 329 | $20.2M | $16K |
| MARGARET MARY COMMUNITY HOSPITAL MARGARET MARY HEALTH RETIREMENT PLAN | BATESVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 653 | $17.0M | $24K |
| MARGARET MARY COMMUNITY HOSPITAL MARGARET MARY HEALTH RETIREMENT PLAN | BATESVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 640 | $16.2M | $24K |
| MARGARET MARY COMMUNITY HOSPITAL, INC. MARGARET MARY HEALTH RETIREMENT PLAN | BATESVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 627 | $14.5M | $21K |
| BIRGE & HELD ASSET MANAGEMENT, LLC BIRGE & HELD ASSET MANAGEMENT, LLC 401(K) PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | 518 | $8.2M | $27K |
| LOCKHART AUTOMOTIVE GROUP, INC. LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | FISHERS, IN | Advisor / Consultant ADVISOR | 177 | $6.7M | $19K |
| UNITED METHODIST MEMORIAL HOME UMMH 401(K) PLAN | WARREN, IN | Other INVESTMENT SERVICES | 427 | $6.4M | $16K |
| UNITED METHODIST MEMORIAL HOME UMMH 401(K) PLAN | WARREN, IN | Other INVESTMENT SERVICES | 411 | $6.3M | $17K |
| BIRGE & HELD ASSET MANAGEMENT, LLC BIRGE & HELD ASSET MANAGEMENT, LLC 401(K) PLAN | INDIANAPOLIS, IN | Other | 566 | $6.1M | $21K |
| LOCKHART AUTOMOTIVE GROUP, INC. LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | FISHERS, IN | Advisor / Consultant ADVISOR | 155 | $5.7M | $16K |
| UNITED METHODIST MEMORIAL HOME HERITAGE POINTE COMMUNITIES 403(B) PLAN | WARREN, IN | Other INVESTMENT SERVICES | 507 | $5.5M | $14K |
| EHH HOLDCO, INC. FORTIS HEALTH RETIREMENT PLAN | MURRAY, UT | Advisor / Consultant INVESTMENT ADVISOR | 123 | $5.4M | $21K |
| EHH HOLDCO, INC. FORTIS HEALTH RETIREMENT PLAN | MURRAY, UT | Other INVESTMENT SERVICES | 112 | $5.3M | $19K |
| LOCKHART AUTOMOTIVE GROUP, INC. LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | FISHERS, IN | Advisor / Consultant ADVISOR | 138 | $4.9M | $15K |
| BIRGE & HELD ASSET MANAGEMENT, LLC BIRGE & HELD ASSET MANAGEMENT, LLC 401(K) PLAN | INDIANAPOLIS, IN | Other | 539 | $3.9M | — |
| WESTFIELD STEEL, INC. WESTFIELD STEEL RETIREMENT PLAN | WESTFIELD, IN | Advisor / Consultant ADVISOR/BROKE R | 93 | $1.9M | $8K |
| REPUCARE, INC. REPUCARE 401(K) PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS, IN | Advisor / Consultant ADVISOR | 140 | $1.3M | $6K |
| FIRST CALL TEMPORARY SERVICES, INC. FIRST CALL TEMPORARY SERVICES, INC. 401(K) PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISORY | 151 | $1.3M | $0 |
| CORNERSTONE INDUSTRIES CORP. CORNERSTONE 401(K) RETIREMENT PLAN | BROWNSBURG, IN | Other SERVICE PROVIDER | 74 | — | $13K |
| CORNERSTONE INDUSTRIES CORP CORNERSTONE 401(K) RETIREMENT PLAN | BROWNSBURG, IN | Other | 85 | — | $5K |
| CORNERSTONE INDUSTRIES CORP CORNERSTONE 401(K) RETIREMENT PLAN | BROWNSBURG, IN | Other SERVICE PROVIDER | 70 | — | $10K |
| CORNERSTONE INDUSTRIES CORP CORNERSTONE 401(K) RETIREMENT PLAN | BROWNSBURG, IN | Other SERVICE PROVIDER | 66 | — | $11K |