MAI Wealth

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

Active participants

133,613

Total plan assets

$16.7B

Filings (rows)

Direct comp

$29K

Indirect comp

Aggregating 2 name variants under "MAI WEALTH"

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MAI WEALTH ADVISORS2 MAI WEALTH MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant2

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	68,206	$9.2B	$9K	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	65,407	$7.5B	$7K	$0
Blythe Development Co Blythe Development Company 401(k) Profit Sharing Plan · all filings	CHARLOTTE, NC	Other service providers	0	$0	$13K	$0