MODERA 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
16
Active participants
80,408
Total plan assets
$14.2B
Filings (rows)
16
Direct comp
$391K
Indirect comp
$0
SERVICES PROVIDED
Other15
Advisor / Consultant1
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BVH, INC. BLACK & VEATCH RETIREMENT PROGRAM | OVERLAND PARK, KS | Other NONE | 7,022 | $3.0B | $9K |
| BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH RETIREMENT PROGRAM | OVERLAND PARK, KS | Other NONE | 7,191 | $2.7B | $17K |
| BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH RETIREMENT PROGRAM | OVERLAND PARK, KS | Other NONE | 6,796 | $2.3B | $17K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 18,577 | $1.8B | $9K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 18,477 | $1.6B | $8K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 17,415 | $1.3B | $8K |
| HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS, MO | Other NONE | 1,414 | $361.8M | $18K |
| HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS, MO | Other NONE | 1,341 | $309.8M | $8K |
| UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING, PA | Other NONE | 472 | $200.0M | $10K |
| UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING, PA | Other NONE | 448 | $185.3M | $10K |
| UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING, PA | Other NONE | 439 | $147.8M | $10K |
| BOICE-WILLIS CLINIC, P.A. BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN | ROCKY MOUNT, NC | Other NONE | 290 | $97.0M | $74K |
| BOICE-WILLIS CLINIC, P.A. BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN | ROCKY MOUNT, NC | Other NONE | 289 | $84.6M | $33K |
| MEDICAL IMAGING OF LEHIGH VALLEY, P.C. MILV 401(K) PROFIT SHARING PLAN | ALLENTOWN, PA | Advisor / Consultant INVESTMENT ADVISOR | 118 | $72.2M | $31K |
| ALVIN H. BUTZ, INC. ALVIN H. BUTZ, INC. 401(K) PROFIT SHARING PLAN | ALLENTOWN, PA | Other | 58 | $53.0M | $102K |
| ALVIN H. BUTZ, INC. ALVIN H. BUTZ, INC. 401(K) PROFIT SHARING PLAN | ALLENTOWN, PA | Other | 61 | $48.8M | $25K |