OMNI 360 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
5
Active participants
3,657
Total plan assets
$120.1M
Filings (rows)
5
Direct comp
$562K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant5
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FUSION EMPLOYER SERVICES, LLC FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN | LAWRENCEVILLE, NJ | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 2,130 | $77.0M | $225K |
| CLEAR PEO, LLC CLEAR PEO, LLC 401(K) SAVINGS PLAN | LANGHORNE, PA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 673 | $20.4M | $65K |
| CLEAR PEO, LLC CLEAR PEO, LLC 401(K) SAVINGS PLAN | LANGHORNE, PA | Advisor / Consultant INVESTMENT ADVISORY PLAN | 463 | $15.7M | $62K |
| WENESCO RESTAURANT SYSTEMS INC WENESCO RESTAURANT SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | ENGLEWOOD CLIFFS, NJ | Advisor / Consultant ADVISOR | 391 | $7.0M | $13K |
| FUSION EMPLOYER SERVICES, LLC FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN | LAWRENCEVILLE, NJ | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 0 | $0 | $197K |