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"

MAI WEALTH ADVISORS2 MAI WEALTH MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant2

Other1

Top plans served

All 3 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	$9K
THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN	CLEVELAND, OH	Advisor / Consultant INVESTMENT ADVISOR	65,407	$7.5B	$7K
BLYTHE DEVELOPMENT CO