ORGEL 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
98
Active participants
31,142
Total plan assets
$3.0B
Filings (rows)
98
Direct comp
$4.5M
Indirect comp
$139K
Aggregating 2 name variants under "ORGEL WEALTH"
SERVICES PROVIDED
Other50
Advisor / Consultant48
Top plans served
All 98 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MARATHON CHEESE CORPORATION MARATHON CHEESE EMPLOYEE'S 401(K) RETIREMENT PLAN | MARATHON, WI | Other NONE | 2,109 | $205.5M | $154K |
| MARATHON CHEESE CORPORATION MARATHON CHEESE EMPLOYEE'S 401(K) RETIREMENT PLAN | MARATHON, WI | Other NONE | 2,199 | $187.6M | $44K |
| MARATHON CHEESE CORPORATION MARATHON CHEESE EMPLOYEE'S 401(K) RETIREMENT PLAN | MARATHON, WI | Other NONE | 2,075 | $164.9M | $136K |
| ROYAL CREDIT UNION ROYAL CREDIT UNION 401(K) PLAN | EAU CLAIRE, WI | Other NONE | 835 | $101.3M | $116K |
| RICE LAKE WEIGHING SYSTEMS, INC. RICE LAKE WEIGHING SYSTEMS EMPLOYEES PROFIT SHARING PLUS PLAN | RICE LAKE, WI | Other NONE | 659 | $91.7M | $113K |
| ROYAL CREDIT UNION ROYAL CREDIT UNION 401(K) PLAN | EAU CLAIRE, WI | Other NONE | 791 | $85.4M | $102K |
| BAUER BUILT, INC. BAUER BUILT EMPLOYEE 401(K) BENEFIT PLAN | DURAND, WI | Other NONE | 508 | $83.1M | $118K |
| RICE LAKE WEIGHING SYSTEMS, INC. RICE LAKE WEIGHING SYSTEMS EMPLOYEES PROFIT SHARING PLUS PLAN | RICE LAKE, WI | Other NONE | 612 | $82.4M | $96K |
| BAUER BUILT, INC. BAUER BUILT EMPLOYEE 401(K) BENEFIT PLAN | DURAND, WI | Other NONE | 489 | $75.8M | $109K |
| RICE LAKE WEIGHING SYSTEMS, INC. RICE LAKE WEIGHING SYSTEMS EMPLOYEES PROFIT SHARING PLUS PLAN | RICE LAKE, WI | Other NONE | 625 | $71.2M | $95K |
| ROYAL CREDIT UNION ROYAL CREDIT UNION 401(K) PLAN | EAU CLAIRE, WI | Other NONE | 729 | $65.9M | $91K |
| BAUER BUILT, INC. BAUER BUILT EMPLOYEE 401(K) BENEFIT PLAN | DURAND, WI | Other NONE | 503 | $64.3M | $106K |
| SUMMIT DENTAL MANAGEMENT, S.C. SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Other NONE | 543 | $63.0M | $86K |
| SUMMIT DENTAL MANAGEMENT, S.C. SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Other NONE | 483 | $53.5M | $74K |
| ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S. C. PROFIT SHARING PLAN | PEWAUKEE, WI | Other NONE | 220 | $53.2M | $52K |
| OAKLEAF CLINICS, INC. OAKLEAF CLINICS, INC. PROFIT SHARING PLAN | EAU CLAIRE, WI | Other INVESTMENT/FINANCIAL ADVI | 364 | $49.2M | $86K |
| ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S. C. PROFIT SHARING PLAN | PEWAUKEE, WI | Other NONE | 195 | $46.5M | $74K |
| EAU CLAIRE COOPERATIVE OIL COMPANY EAU CLAIRE CO-OP OIL COMPANY 401(K) PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 148 | $46.2M | $41K |
| BONE & JOINT CLINIC, S.C. BONE & JOINT CLINIC, S.C. 401(K) PLAN | WAUSAU, WI | Other NONE | 287 | $44.7M | $38K |
| SUMMIT DENTAL MANAGEMENT, S.C. SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Other NONE | 503 | $43.1M | $73K |
| OAKLEAF CLINICS, INC. OAKLEAF CLINICS, INC. PROFIT SHARING PLAN | EAU CLAIRE, WI | Other INVESTMENT/FINANCIAL ADVI | 299 | $41.5M | $78K |
| ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S. C. PROFIT SHARING PLAN | PEWAUKEE, WI | Other NONE | 189 | $39.0M | $70K |
| BONE & JOINT CLINIC, S.C. BONE & JOINT CLINIC, S.C. 401(K) PLAN | WAUSAU, WI | Other NONE | 270 | $38.6M | $37K |
| EAU CLAIRE CO-OP OIL COMPANY EAU CLAIRE CO-OP OIL COMPANY 401(K) PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 147 | $38.4M | $68K |
| BLACK RIVER HEALTH, INC. BLACK RIVER MEMORIAL HOSPITAL RETIREMENT SAVINGS PLAN | BLACK RIVER FALLS, WI | Advisor / Consultant INVESTMENT ADVISOR | 310 | $37.8M | $67K |
| MATHEWS ARCHERY, INC. MATHEWS ARCHERY, INC. 401(K) PLAN | SPARTA, WI | Other NONE | 326 | $36.6M | $78K |
| BONE & JOINT CLINIC, S.C. BONE & JOINT CLINIC, S.C. 401(K) PLAN | WAUSAU, WI | Other NONE | 251 | $35.6M | $76K |
| BLACK RIVER MEMORIAL HOSPITAL BLACK RIVER MEMORIAL HOSPITAL RETIREMENT SAVINGS PLAN | BLACK RIVER FALLS, WI | Advisor / Consultant INVESTMENT ADVISOR | 296 | $35.4M | $66K |
| OAKLEAF CLINICS, INC. OAKLEAF CLINICS, INC. PROFIT SHARING PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 269 | $35.0M | $74K |
| BLACK RIVER MEMORIAL HOSPITAL BLACK RIVER MEMORIAL HOSPITAL RETIREMENT SAVINGS PLAN | BLACK RIVER FALLS, WI | Other NONE | 362 | $33.8M | $75K |
| EAU CLAIRE CO-OP OIL COMPANY EAU CLAIRE CO-OP OIL COMPANY 401(K) PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 145 | $33.3M | $62K |
| MARKQUART, INC. MARKQUART, INC. 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 434 | $32.2M | $55K |
| MATHEWS ARCHERY, INC. MATHEWS ARCHERY, INC. 401(K) PLAN | SPARTA, WI | Other NONE | 307 | $31.7M | $68K |
| ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. DEFINED BENEFIT PLAN | PEWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 164 | $28.4M | $0 |
| EYE CLINIC OF WISCONSIN, S.C. EYE CLINIC OF WISCONSIN, S. C. PROFIT SHARING PLAN | WAUSAU, WI | Advisor / Consultant INVESTMENT ADVISOR | 222 | $27.9M | $47K |
| MARKQUART, INC. MARKQUART, INC. 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 402 | $27.7M | $46K |
| MATHEWS ARCHERY, INC. MATHEWS ARCHERY, INC. 401(K) PLAN | SPARTA, WI | Other NONE | 337 | $27.4M | $64K |
| METASTAR, INC. METASTAR, INC. PROFIT SHARING PLAN AND TRUST | MADISON, WI | Other NONE | 76 | $27.2M | $59K |
| HUNTSINGER FARMS, INC. HUNTSINGER FARMS, INC. 401(K) & PROFIT SHARING PLAN | EAU CLAIRE, WI | Other NONE | 240 | $27.2M | $53K |
| EYE CLINIC OF WISCONSIN, S.C. EYE CLINIC OF WISCONSIN, S.C. PROFIT SHARING PLAN | WAUSAU, WI | Advisor / Consultant INVESTMENT ADVISOR | 216 | $26.8M | $43K |
| ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. DEFINED BENEFIT PLAN | PEWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 151 | $24.8M | $0 |
| METASTAR, INC. METASTAR, INC. PROFIT SHARING PLAN AND TRUST | MADISON, WI | Other NONE | 76 | $24.8M | $47K |
| OAKLEAF SURGICAL HOSPITAL LLC OAKLEAF SURGICAL HOSPITAL LLC PROFIT SHARING PLAN | ALTOONA, WI | Advisor / Consultant INVESTMENT ADVISOR | 399 | $24.6M | $48K |
| EYE CLINIC OF WISCONSIN, S.C. EYE CLINIC OF WISCONSIN, S.C. PROFIT SHARING PLAN | WAUSAU, WI | Advisor / Consultant INVESTMENT ADVISOR | 222 | $24.1M | $49K |
| VAIL-SUMMIT ORTHOPAEDICS, PC VAIL-SUMMIT ORTHOPAEDICS, PC 401K PROFIT SHARING PLAN | FRISCO, CO | Advisor / Consultant INVESTMENT ADVISORY | 119 | $24.0M | — |
| HUNTSINGER FARMS, INC. HUNTSINGER FARMS, INC. 401(K) & PROFIT SHARING PLAN | EAU CLAIRE, WI | Other NONE | 247 | $23.7M | $46K |
| OAKLEAF SURGICAL HOSPITAL LLC OAKLEAF SURGICAL HOSPITAL LLC PROFIT SHARING PLAN | ALTOONA, WI | Advisor / Consultant INVESTMENT ADVISOR | 339 | $22.8M | $43K |
| MARKQUART, INC. MARKQUART, INC. 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 381 | $22.5M | $47K |
| METASTAR, INC. METASTAR, INC. PROFIT SHARING PLAN AND TRUST | MADISON, WI | Other NONE | 65 | $21.8M | $51K |
| ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. DEFINED BENEFIT PLAN | PEWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISORY | 148 | $21.1M | $0 |
| SIMKO SUPPORT CENTER LLC SIMKO SUPPORT CENTER LLC 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 408 | $20.3M | $46K |
| HUNTSINGER FARMS, INC. HUNTSINGER FARMS, INC. 401(K) & PROFIT SHARING PLAN | EAU CLAIRE, WI | Other NONE | 232 | $19.7M | $40K |
| OAKLEAF SURGICAL HOSPITAL LLC OAKLEAF SURGICAL HOSPITAL LLC PROFIT SHARING PLAN | ALTOONA, WI | Advisor / Consultant INVESTMENT ADVISOR | 334 | $19.2M | $46K |
| MISSISSIPPI WELDERS SUPPLY CO., INC. MISSISSIPPI WELDERS SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN | WINONA, MN | Other NONE | 189 | $16.7M | $34K |
| CITIZENS COMMUNITY FEDERAL CITIZENS COMMUNITY FEDERAL 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 227 | $15.9M | $40K |
| VAIL-SUMMIT ORTHOPAEDICS, PC VAIL-SUMMIT ORTHOPAEDICS, PC 401K PROFIT SHARING PLAN | FRISCO, CO | Advisor / Consultant INFESTMENT ADVISORY | 110 | $15.9M | $10K |
| SPECTRUM INSURANCE GROUP, LLC SPECTRUM INSURANCE GROUP, LLC 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 169 | $15.2M | $39K |
| SIMKO SUPPORT CENTER LLC SIMKO SUPPORT CENTER LLC 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 425 | $15.0M | $38K |
| MACDONALD & OWEN VENEER & LUMBER CO., INC. MACDONALD & OWEN VENEER & LUMBER CO., INC. PROFIT SHARING PLAN | WEST SALEM, WI | Advisor / Consultant INVESTMENT ADVISOR | 162 | $14.8M | $28K |
| CRUSH CITY CONSTRUCTION, DBA LINDUS CONSTRUCTION CRUSH CITY CONSTRUCTION 401(K) PLAN | BALDWIN, WI | Advisor / Consultant INVESTMENT ADVISOR | 144 | $14.2M | $38K |
| SECURITY FINANCIAL BANK SECURITY FINANCIAL BANK 401(K) SAVINGS PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 131 | $13.6M | $38K |
| SECURITY FINANCIAL BANK SECURITY FINANCIAL BANK 401(K) SAVINGS PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 130 | $13.5M | $40K |
| MISSISSIPPI WELDERS SUPPLY CO., INC. MISSISSIPPI WELDERS SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN | WINONA, MN | Other NONE | 184 | $13.3M | $30K |
| CITIZENS COMMUNITY FEDERAL CITIZENS COMMUNITY FEDERAL 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 231 | $13.3M | $37K |
| MACDONALD & OWEN VENEER & LUMBER CO., INC. MACDONALD & OWEN VENEER & LUMBER CO., INC. PROFIT SHARING PLAN | WEST SALEM, WI | Advisor / Consultant INVESTMENT ADVISOR | 186 | $12.6M | $25K |
| SECURITY FINANCIAL BANK SECURITY FINANCIAL BANK 401(K) SAVINGS PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 124 | $12.3M | $37K |
| SPECTRUM INSURANCE GROUP, LLC SPECTRUM INSURANCE GROUP, LLC 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 158 | $11.9M | $31K |
| MASTERCRAFT INDUSTRIES, INC. MASTERCRAFT INDUSTRIES, INC. 401(K) PLAN | RICE LAKE, WI | Other NONE | 147 | $11.7M | $20K |
| CRUSH CITY CONSTRUCTION, DBA LINDUS CONSTRUCTION CRUSH CITY CONSTRUCTION 401(K) PLAN | BALDWIN, WI | Advisor / Consultant INVESTMENT ADVISOR | 144 | $11.6M | $34K |
| SIMKO SUPPORT CENTER LLC SIMKO SUPPORT CENTER LLC 401(K) PROFIT SHARING PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISOR | 311 | $11.1M | $38K |
| MASTERCRAFT INDUSTRIES, INC. MASTERCRAFT INDUSTRIES, INC. 401(K) PLAN | RICE LAKE, WI | Other NONE | 151 | $10.8M | $28K |
| MACDONALD & OWEN VENEER & LUMBER CO., INC. MACDONALD & OWEN VENEER & LUMBER CO., INC. PROFIT SHARING PLAN | WEST SALEM, WI | Advisor / Consultant INVESTMENT ADVISOR | 176 | $10.3M | $25K |
| MASTERCRAFT INDUSTRIES, INC. MASTERCRAFT INDUSTRIES, INC. 401(K) PLAN | RICE LAKE, WI | Other NONE | 165 | $10.0M | $24K |
| ARTISANS, INC. ARTISANS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | GLEN FLORA, WI | Other OTHER | 120 | $8.6M | $20K |
| ARTISANS, INC. ARTISANS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | GLEN FLORA, WI | Other OTHER | 67 | $8.5M | $18K |
| RANDS TRUCKING, INC. RANDS TRUCKING, INC. 401(K) PROFIT SHARING PLAN | LADYSMITH, WI | Advisor / Consultant INVESTMENT ADVISOR | 170 | $8.2M | $21K |
| ARTISANS, INC. ARTISANS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | GLEN FLORA, WI | Other OTHER | 73 | $7.8M | $19K |
| RANDS TRUCKING, INC. RANDS TRUCKING, INC. 401(K) PROFIT SHARING PLAN | LADYSMITH, WI | Advisor / Consultant INVESTMENT ADVISOR | 135 | $7.7M | $18K |
| DENTAL CRAFTERS, INC. DENTAL CRAFTERS, INC. 401(K) PROFIT SHARING PLAN | MARSHFIELD, WI | Other NONE | 101 | $6.9M | $26K |
| DENTAL CRAFTERS, INC. DENTAL CRAFTERS, INC. 401(K) PROFIT SHARING PLAN | MARSHFIELD, WI | Other NONE | 98 | $6.9M | $25K |
| ARDISAM, INC. ARDISAM, INC. 401(K) PROFIT SHARING PLAN | CUMBERLAND, WI | Advisor / Consultant INVESTMENT ADVISORY | 130 | $6.1M | $25K |
| VAIL-SUMMIT ORTHOPAEDICS, PC VAIL-SUMMIT ORTHOPAEDICS, PC CASH BALANCE PLAN | FRISCO, CO | Advisor / Consultant INVESTMENT ADVISORY | 110 | $6.0M | $15K |
| DENTAL CRAFTERS, INC. DENTAL CRAFTERS, INC. 401(K) PROFIT SHARING PLAN | MARSHFIELD, WI | Other NONE | 99 | $5.8M | $27K |
| ARDISAM, INC. ARDISAM, INC. 401(K) PROFIT SHARING PLAN | CUMBERLAND, WI | Advisor / Consultant INVESTMENT ADVISORY | 133 | $4.9M | $24K |
| MAGNOLIA CAPITAL MANAGEMENT COMPANY, INC. MAGNOLIA CAPITAL MANAGEMENT COMPANY, INC. 401(K) PLAN | CHICAGO, IL | Other NONE | 175 | $4.6M | $11K |
| DIVERSIFIED MANAGEMENT GROUP, INC. DIVERSIFIED MANAGEMENT GROUP, INC. 401(K) PLAN | EAU CLAIRE, WI | Other NONE | 250 | $4.2M | $12K |
| MAGNOLIA CAPITAL MANAGEMENT COMPANY, INC. MAGNOLIA CAPITAL MANAGEMENT COMPANY, INC. 401(K) PLAN | CHICAGO, IL | Other NONE | 173 | $4.0M | $18K |
| DIVERSIFIED MANAGEMENT GROUP, INC. DIVERSIFIED MANAGEMENT GROUP, INC. 401(K) PLAN | EAU CLAIRE, WI | Other NONE | 892 | $3.7M | $11K |
| DIVERSIFIED MANAGEMENT GROUP, INC. DIVERSIFIED MANAGEMENT GROUP, INC. 401(K) PLAN | EAU CLAIRE, WI | Other NONE | 949 | $3.4M | $10K |
| K. T. FABRICATION, INC. K. T. FABRICATION, INC. PROFIT SHARING PLAN | MESA, AZ | Advisor / Consultant INVESTMENT ADVISOR | 78 | $1.8M | $11K |
| MAGNOLIA CAPITAL MANAGEMENT COMPANY, INC. MAGNOLIA CAPITAL MANAGEMENT COMPANY, INC. 401(K) PLAN | CHICAGO, IL | Other NONE | 188 | $391K | $2K |
| VAIL-SUMMIT ORTHOPAEDICS, P.C. VAIL-SUMMIT ORTHOPAEDICS, PC 401K PROFIT SHARING PLAN | EDWARDS, CO | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $0 |
| VAIL-SUMMIT ORTHOPAEDICS, PC VAIL-SUMMIT ORTHOPAEDICS, PC CASH BALANCE PLAN | FRISCO, CO | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $30 |
| CRUSH CITY CONSTRUCTION, DBA LINDUS CONSTRUCTION CRUSH CITY CONSTRUCTION 401(K) PLAN | BALDWIN, WI | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $45K |
| ARDISAM, INC. ARDISAM, INC. 401(K) PROFIT SHARING PLAN | CUMBERLAND, WI | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $27K |
| BANK OF SUN PRAIRIE BANK OF SUN PRAIRIE PROFIT SHARING PLAN | SUN PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISOR | 94 | — | $15K |
| BANK OF SUN PRAIRIE BANK OF SUN PRAIRIE PROFIT SHARING PLAN | SUN PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISOR | 84 | — | $15K |
| BANK OF SUN PRAIRIE BANK OF SUN PRAIRIE PROFIT SHARING PLAN | SUN PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISOR | 99 | — | $18K |