ONE 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
2
Active participants
23,252
Total plan assets
$5.5B
Filings (rows)
3
Direct comp
$28K
Indirect comp
$0
Aggregating 2 name variants under "ONE WEALTH"
SERVICES PROVIDED
Advisor / Consultant1
Other1
Top plans served
Showing top 3 of 2 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 23,089 | $5.4B | $8K |
| OPENTECH ALLIANCE, INC. OPENTECH ALLIANCE 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISOR | 163 | $4.9M | $6K |
| OPENTECH ALLIANCE, INC. OPENTECH ALLIANCE 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISOR | 163 | $4.9M | $15K |