MM 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

Active participants

1,010

Total plan assets

$70.3M

Filings (rows)

Direct comp

$130K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Prospecting the plans that use MM Wealth Management?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Unity House of Troy, Inc. Unity House of Troy, Inc. 403(b) DC Plan and TDA Plan · all filings	TROY, NY	Advisor / Consultant	253	$26.7M	$52K	$0
Unity House of Troy, Inc. Unity House of Troy, Inc. 403(b) DC Plan and TDA Plan · all filings	TROY, NY	Advisor / Consultant	352	$23.4M	$41K	$0
Unity House of Troy, Inc. Unity House of Troy, Inc. 403(b) DC Plan and TDA Plan · all filings	TROY, NY	Advisor / Consultant	405	$20.2M	$38K	$0