MOMENTOUS 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
3
Active participants
17,800
Total plan assets
$16.9B
Filings (rows)
3
Direct comp
$142K
Indirect comp
$0
Aggregating 2 name variants under "MOMENTOUS WEALTH"
SERVICES PROVIDED
Other2
Advisor / Consultant1
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $8K |
| WELLONS GROUP, INC. WELLONS GROUP, INC. PROFIT SHARING PLAN AND TRUST | VANCOUVER, WA | Other NONE | 192 | $47.8M | $64K |
| WELLONS GROUP, INC. WELLONS GROUP, INC. PROFIT SHARING PLAN AND TRUST | VANCOUVER, WA | Other NONE | 164 | $45.5M | $70K |