Form 5500 Search

MOLLER WEALTH PARTNERS

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
5
Active participants
71,572
Total plan assets
$20.2B
Filings (rows)
5
Direct comp
$50K
Indirect comp
$0

SERVICES PROVIDED

Other4
Advisor / Consultant1

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Other
NONE
32,145$8.9B$7K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
34,203$8.0B$5K
MCDERMOTT WILL & EMERY LLP
MW&E SAVINGS AND RETIREMENT PLAN
CHICAGO, IL
Other
NONE
1,979$1.4B$19K
MCDERMOTT WILL & EMERY LLP
MW&E SAVINGS AND RETIREMENT PLAN
CHICAGO, IL
Other
NONE
1,947$1.2B$13K
FAEGRE DRINKER BIDDLE & REATH LLP
FAEGRE DRINKER RETIREMENT SAVINGS PLAN 1
MINNEAPOLIS, MN
Other
NONE
1,298$768.2M$5K
MOLLER WEALTH PARTNERS — Form 5500 Service Provider Profile | Form 5500 Search