NATIONWIDE PLANNING
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
18
Active participants
5,366
Total plan assets
$73.7M
Filings (rows)
21
Direct comp
$63K
Indirect comp
$106K
Aggregating 2 name variants under "NATIONWIDE PLANNING"
SERVICES PROVIDED
Broker13
Advisor / Consultant5
Other1
Top plans served
Showing top 21 of 18 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SALUD INTEGRAL EN LA MONTANA PLAN DE RETIRO DE SALUD INTEGRAL EN LA MONTANA | NARANJITO, PR | Broker BROKER DEALER | 743 | $19.1M | $0 |
| SALUD INTEGRAL EN LA MONTANA PLAN DE RETIRO DE SALUD INTEGRAL EN LA MONTANA | NARANJITO, PR | Broker BROKER DEALER | 743 | $19.1M | $0 |
| SALUD INTEGRAL EN LA MONTANA PLAN DE RETIRO DE SALUD INTEGRAL EN LA MONTANA | NARANJITO, PR | Broker BROKER DEALER | 758 | $12.8M | $37K |
| COOPERATIVA DE AHORRO Y CREDITO LAS PIEDRAS COOPERATIVA DE AHORRO Y CREDITO DE LAS PIEDRAS RETIREMENT PLAN | LAS PIEDRAS, PR | Advisor / Consultant INVESTMENT ADVISOR | 156 | $6.6M | $12K |
| COOPERATIVA DE AHORRO Y CREDITO LAS PIEDRAS COOPERATIVA DE AHORRO Y CREDITO DE LAS PIEDRAS RETIREMENT PLAN | LAS PIEDRAS, PR | Advisor / Consultant BROKER ADVISOR | 156 | $6.6M | $0 |
| COOPERATIVA DE AHORRO Y CREDITO LAS PIEDRAS COOPERATIVA DE AHORRO Y CREDITO DE LAS PIEDRAS RETIREMENT PLAN | LAS PIEDRAS, PR | Broker BROKER DEALER | 139 | $5.6M | $0 |
| COOPERATIVA DE AHORRO Y CREDITO LAS PIEDRAS COOPERATIVA DE AHORRO Y CREDITO DE LAS PIEDRAS RETIREMENT PLAN | LAS PIEDRAS, PR | Broker BROKER DEALER | 139 | $4.6M | $0 |
| COOPERATIVA DE AHORRO Y CREDITO DE BARRANQUITAS COOPERATIVA DE AHORRO Y CREDITO DE BARRANQUITAS SALARY DEFERRAL RETIREMENT PLAN | BARRANQUITAS, PR | Advisor / Consultant INVESTMENT ADVISOR | 126 | $3.7M | $13K |
| UNION DE TRONQUISTAS DE PUERTO RICO UNION DE TRONQUISTAS DE PUERTO RICO LOCAL 901 PLAN TRUST | SAN JUAN, PR | Advisor / Consultant BROKER ADVISOR | 368 | $2.6M | $0 |
| UNION DE TRONQUISTAS DE PUERTO RICO UNION DE TRONQUISTAS DE PUERTO RICO LOCAL 901 1165(E) PLAN | SAN JUAN, PR | Advisor / Consultant BROKER ADVISOR | 370 | $2.2M | $0 |
| PROGRAMA HEAD START MUNICIPIO DE OROCOVIS PROGRAMA HEAD START MUNICIPIO DE OROCOVIS 1081.01(D) SALARY DEFERRAL RETIREMENT PLAN | OROCOVIS, PR | Broker BROKER DEALER | 247 | $1.9M | $0 |
| BEC CORP DBA EMPACADORA HILL BROTHERS BEC CORP DBA EMPACADORA HILLS BROTHERS RETIREMENT PLAN | SAN JUAN, PR | Broker BROKER DEALER | 66 | $1.8M | $0 |
| BEC CORP DBA EMPACADORA HILL BROTHERS BEC CORP DBA EMPACADORA HILLS BROTHERS RETIREMENT PLAN | SAN JUAN, PR | Other 0 | 66 | $1.8M | $0 |
| PROGRAMA HEAD START MUNICIPIO DE OROCOVIS PROGRAMA HEAD START MUNICIPIO DE OROCOVIS 1081.01(D) SALARY DEFERRAL RETIREMENT PLAN | OROCOVIS, PR | Broker BROKER DEALER | 277 | $1.8M | $0 |
| BEC CORP DBA EMPACADORA HILL BROTHERS BEC CORP DBA EMPACADORA HILLS BROTHERS RETIREMENT PLAN | SAN JUAN, PR | Broker BROKER DEALER | 81 | $1.7M | $0 |
| HEAD START PROGRAM MUNICIPALITY OF GUAYAMA PLAN DE PENSIONES DE CONTRIBUCIONES DEFINIDAS DEL MUNICIPIO DE GUAYAMA PROGRAMA HEAD START | GUAYAMA, PR | Broker BROKER DEALER | 331 | $1.7M | $0 |
| PROGRAMA HEAD START MUNICIPIO DE OROCOVIS PROGRAMA HEAD START MUNICIPIO DE OROCOVIS 1081.01(D) SALARY DEFERRAL RETIREMENT PLAN | OROCOVIS, PR | Broker BROKER DEALER | 299 | $1.7M | $0 |
| UNION DE TRONQUISTAS DE PUERTO RICO UNION DE TRONQUISTAS DE PUERTO RICO LOCAL 901 1165(E) PLAN | SAN JUAN, PR | Advisor / Consultant BROKER ADVISOR | 366 | $1.7M | $0 |
| BEC CORP DBA EMPACADORA HILL BROTHERS BEC CORP DBA EMPACADORA HILLS BROTHERS RETIREMENT PLAN | SAN JUAN, PR | Broker BROKER DEALER | 88 | $1.5M | $0 |
| HEAD START PROGRAM MUNICIPALITY OF GUAYAMA PLAN DE PENSIONES DE CONTRIBUCIONES DEFINIDAS DEL MUNICIPIO DE GUAYAMA PROGRAMA HEAD START | GUAYAMA, PR | Broker BROKER DEALER | 405 | $1.5M | $0 |
| HEAD START PROGRAM MUNICIPALITY OF GUAYAMA PLAN DE PENSIONES DE CONTRIBUCIONES DEFINIDAS DEL MUNICIPIO DE GUAYAMA PROGRAMA HEAD START | GUAYAMA, PR | Broker BROKER DEALER | 407 | $1.0M | $0 |