Form 5500 Search

MUTUAL ADVISORS

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
26
Active participants
18,533
Total plan assets
$6.8B
Filings (rows)
26
Direct comp
$669K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant14
Other12

Top plans served

All 26 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.
WPMG 401(K) RETIREMENT SAVINGS PLAN
RENTON, WA
Other
NONE
1,654$1.5B$48K
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.
WPMG 401(K) RETIREMENT SAVINGS PLAN
RENTON, WA
Other
NONE
1,713$1.3B$56K
RADIOLOGY PARTNERS, INC.
RADIOLOGY PARTNERS, INC. PARTNER PLAN
AUSTIN, TX
Other
NONE
1,428$1.0B$26K
RADIOLOGY PARTNERS, INC.
RADIOLOGY PARTNERS, INC. PARTNER PLAN
EL SEGUNDO, CA
Other
NONE
1,400$843.3M$23K
RADIOLOGY PARTNERS, INC.
RADIOLOGY PARTNERS, INC. PARTNER PLAN
EL SEGUNDO, CA
Other
NONE
1,379$676.9M$16K
RADIOLOGY PARTNERS INC
RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN
EL SEGUNDO, CA
Other
NONE
5,049$311.7M$6K
EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION
EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN
BLOOMINGTON, MN
Other
NONE
487$294.4M$9K
EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION
EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN
BLOOMINGTON, MN
Other
NONE
460$257.4M$8K
EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION
EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN
BLOOMINGTON, MN
Other
NONE
420$214.7M$8K
RADIOLOGY PARTNERS INC
RADIOLOGY PARTNERS, INC. ASSOCIATE PLAN
AUSTIN, TX
Other
NONE
814$129.7M$5K
MORROW MEADOWS CORPORATION
MORROW MEADOWS CORPORATION 401(K) PLAN
CITY OF INDUSTRY, CA
Advisor / Consultant
INVESTMENT ADVISOR
361$69.8M$63K
WESTERN NEVADA SUPPLY CO.
WESTERN NEVADA SUPPLY COMPANY 401(K) PLAN
SPARKS, NV
Advisor / Consultant
CONSULTANT
389$40.7M$21K
WESTERN NEVADA SUPPLY CO.
WESTERN NEVADA SUPPLY COMPANY 401(K) PLAN
SPARKS, NV
Advisor / Consultant
CONSULTANT\ADVISOR
364$34.9M$21K
WESTERN NEVADA SUPPLY CO.
WESTERN NEVADA SUPPLY COMPANY 401(K) PLAN
SPARKS, NV
Advisor / Consultant
INVESTMENT ADVISOR
387$28.3M$11K
LUDLUM MEASUREMENTS, INC.
LUDLUM MEASUREMENTS, INC. 401(K) PLAN
SWEETWATER, TX
Advisor / Consultant
INVESTMENT ADVISOR
429$21.8M$81K
LUDLUM MEASUREMENTS, INC.
LUDLUM MEASUREMENTS, INC. 401(K) PLAN
SWEETWATER, TX
Advisor / Consultant
INVESTMENT ADVISOR
393$14.8M$69K
WAYNE ENTERPRISES, INC.
WAYNE ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
158$6.0M$27K
PECL, INC.
EXELCO LEASING, INC 401(K) EMPLOYEE RETIREMENT PLAN
FENTON, MO
Other
NONE
88$5.9M$11K
PECL, INC.
EXELCO LEASING, INC 401(K) EMPLOYEE RETIREMENT PLAN
FENTON, MO
Other
NONE
154$5.4M$6K
WAYNE ENTERPRISES, INC.
WAYNE ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
157$5.3M$23K
AMERICAN VISION WINDOWS, INC.
AMERICAN VISION WINDOWS RETIREMENT PLAN
SIMI VALLEY, CA
Advisor / Consultant
INVESTMENT ADVISOR
174$4.9M$23K
AMERICAN VISION WINDOWS, INC.
AMERICAN VISION WINDOWS RETIREMENT PLAN
SIMI VALLEY, CA
Advisor / Consultant
INVESTMENT ADVISORY
211$4.4M$18K
WAYNE ENTERPRISES, INC.
WAYNE ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
125$4.3M$21K
AMERICAN VISION WINDOWS, INC.
AMERICAN VISION WINDOWS RETIREMENT PLAN
SIMI VALLEY, CA
Advisor / Consultant
INVESTMENT ADVISOR
217$3.5M$7K
MRI ASSOCIATES OF PALM HARBOR
MRI ASSOCIATES OF PALM HARBOR 401(K) PROFIT SHARING PLAN & TRUST
PALM HARBOR, FL
Advisor / Consultant
ADVISOR
122$2.4M$11K
LUDLUM MEASUREMENTS, INC.
LUDLUM MEASUREMENTS, INC. 401(K) PLAN
SWEETWATER, TX
Advisor / Consultant
INVESTMENT ADVISOR
0$0$52K
MUTUAL ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search