Moneywise

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

15,201

Total plan assets

$1.4B

Filings (rows)

Direct comp

$57K

Indirect comp

SERVICES PROVIDED

Other service providers4

Broker2

Prospecting the plans that use Moneywise?

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 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Centra Health, Inc. Centra Health Matching Tax Deferred Savings Plan · all filings	LYNCHBURG, VA	Broker	7,362	$670.0M	$16K	$0
Centra Health, Inc. Centra Health Matching Tax Deferred Savings Plan · all filings	LYNCHBURG, VA	Broker	7,137	$594.8M	$15K	$0
Structural Integrity Associates, Inc. Structural Integrity Associates 401(k) Plan · all filings	HUNTERSVILE, NC	Other service providers	272	$68.1M	$0	$0
Structural Integrity Associates, Inc. Structural Integrity Associates 401(k) Plan · all filings	HUNTERSVILE, NC	Other service providers	214	$41.4M	$9K	$0
Structural Integrity Associates, Inc. Structural Integrity Associates 401(k) Plan · all filings	HUNTERSVILE, NC	Other service providers	216	$25.9M	$10K	$0
C. B. Fleet Company, Inc. Employees' Retirement Plan of C. B. Fleet Company, Inc. · all filings	LYNCHBURG, VA	Other service providers	0	$89K	$8K	$0