PEAK 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
17
Active participants
191,521
Total plan assets
$36.0B
Filings (rows)
17
Direct comp
$372K
Indirect comp
$0
Aggregating 2 name variants under "PEAK WEALTH"
SERVICES PROVIDED
Advisor / Consultant13
Other4
Top plans served
All 17 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $24K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $25K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $18K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $13K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.7B | $12K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.1B | $11K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Other NONE | — | $649.1M | $10K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant PLAN INVESTMENT ADVISOR | — | $554.2M | $10K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant PLAN INVESTMENT ADVISOR | — | $446.2M | $9K |
| THE CLEVELAND FOUNDATION THE CLEVELAND FOUNDATION RETIREMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 81 | $24.0M | $47K |
| THE CLEVELAND FOUNDATION THE CLEVELAND FOUNDATION RETIREMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 84 | $22.2M | $48K |
| THE CLEVELAND FOUNDATION THE CLEVELAND FOUNDATION RETIREMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 84 | $20.6M | $33K |
| R.E. WARNER & ASSOCIATES R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRUST AND PLAN | NORTH OLMSTED, OH | Advisor / Consultant INVESTMENT ADVISOR | 200 | $13.6M | $28K |
| COLEMAN PROFESSIONAL SERVICES INC. COLEMAN PROFESSIONAL SERVICES EMPLOYEES 403B PLAN | KENT, OH | Other NONE | 866 | $11.9M | $25K |
| R.E. WARNER & ASSOCIATES R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRUST AND PLAN | NORTH OLMSTED, OH | Advisor / Consultant INVESTMENT ADVISOR | 143 | $10.2M | $25K |
| COLEMAN PROFESSIONAL SERVICES INC. COLEMAN PROFESSIONAL SERVICES EMPLOYEES PENSION PLAN | KENT, OH | Other NONE | 894 | $10.1M | $12K |
| COLEMAN PROFESSIONAL SERVICES INC. COLEMAN PROFESSIONAL SERVICES EMPLOYEES PENSION PLAN | KENT, OH | Other NONE | 866 | $9.6M | $20K |