PORTICO 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
45
Active participants
15,520
Total plan assets
$713.7M
Filings (rows)
45
Direct comp
$1.4M
Indirect comp
$27K
Aggregating 2 name variants under "PORTICO WEALTH"
SERVICES PROVIDED
Advisor / Consultant23
Other22
Top plans served
All 45 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PROSPER MARKETPLACE, INC. PROSPER MARKETPLACE, INC. 401(K) PLAN | SAN FRANCISCO, CA | Other INVESTMENT/FINANCIAL ADVI | 410 | $61.2M | $74K |
| PROSPER MARKETPLACE, INC. PROSPER MARKETPLACE, INC. 401(K) PLAN | SAN FRANCISCO, CA | Other INVESTMENT/FINANCIAL ADVI | 398 | $53.7M | $65K |
| GOBRANDS, INC. GOBRANDS, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA, PA | Advisor / Consultant ADVISOR | 2,367 | $50.3M | $29K |
| PROSPER MARKETPLACE, INC. PROSPER MARKETPLACE, INC. 401(K) PLAN | SAN FRANCISCO, CA | Other INVESTMENT/FINANCIAL ADVI | 465 | $40.4M | $60K |
| BRAYTON PURCELL, LLP BRAYTON PURCELL, LLP 401K RETIREMENT PLAN | NOVATO, CA | Other SERVICE PROVIDER | 124 | $39.3M | $55K |
| BRAYTON PURCELL, LLP BRAYTON PURCELL, LLP 401K RETIREMENT PLAN | NOVATO, CA | Other SERVICE PROVIDER | 131 | $32.8M | $55K |
| THE KELLEHER CORPORATION THE KELLEHER CORPORATION RETIREMENT SAVINGS PLAN | SAN RAFAEL, CA | Advisor / Consultant ADVISOR | 288 | $25.8M | $43K |
| VELOCITY GLOBAL USA LLC VELOCITY GLOBAL USA LLC 401(K) PROFIT SHARING PLAN | DENVER, CO | Other N/A | 1,430 | $23.0M | $36K |
| THE KELLEHER CORPORATION THE KELLEHER CORPORATION RETIREMENT SAVINGS PLAN | SAN RAFAEL, CA | Advisor / Consultant ADVISOR | 256 | $22.2M | $39K |
| PACIFIC MEDICAL, INC. PACIFIC MEDICAL, INC. 401(K) PLAN | TRACY, CA | Other NONE | 416 | $21.9M | $42K |
| LABCON, NORTH AMERICA LABCON, NORTH AMERICA 401(K) PLAN | PETALUMA, CA | Advisor / Consultant INVESTMENT ADVISER | 159 | $21.7M | $34K |
| PACIFIC MEDICAL, INC. PACIFIC MEDICAL, INC. 401(K) PLAN | TRACY, CA | Other NONE | 397 | $19.8M | $19K |
| THE KELLEHER CORPORATION THE KELLEHER CORPORATION RETIREMENT SAVINGS PLAN | SAN RAFAEL, CA | Advisor / Consultant ADVISOR | 242 | $19.2M | $21K |
| LABCON, NORTH AMERICA LABCON, NORTH AMERICA 401(K) PLAN | PETALUMA, CA | Advisor / Consultant INVESTMENT ADVISER | 288 | $18.6M | $34K |
| GARY D. NELSON ASSOCIATES, INC. GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN RAFAEL, CA | Other N/A | 248 | $18.1M | $36K |
| GARY D. NELSON ASSOCIATES, INC. GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN RAFAEL, CA | Other N/A | 175 | $16.9M | $37K |
| GARY D. NELSON ASSOCIATES, INC. GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN RAFAEL, CA | Other N/A | 519 | $16.8M | $37K |
| PACIFIC MEDICAL, INC. PACIFIC MEDICAL, INC. 401(K) PLAN | TRACY, CA | Advisor / Consultant INVESTMENT ADVISOR | 384 | $16.2M | $35K |
| VELOCITY GLOBAL USA LLC VELOCITY GLOBAL USA LLC 401(K) PROFIT SHARING PLAN | DENVER, CO | Other N/A | 2,100 | $14.3M | $24K |
| BUSINESS FOR SOCIAL RESPONSIBILI BSR 401(K) PLAN | SAN FRANCISCO, CA | Other INVESTMENT/FINANCIAL ADVI | 95 | $12.7M | $41K |
| CELLO & MAUDRU CONSTRUCTION COMPANY, INC. CELLO & MAUDRU CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN | NAPA, CA | Advisor / Consultant ADVISOR | 139 | $12.5M | $36K |
| SERENA & LILY, INC. SERENA & LILY, INC. 401(K) PLAN | SAUSALITO, CA | Other INVESTMENT/FINANCIAL ADVI | 457 | $12.3M | $27K |
| CELLO & MAUDRU CONSTRUCTION COMPANY, INC. CELLO & MAUDRU CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN | NAPA, CA | Advisor / Consultant ADVISOR | 144 | $10.6M | $29K |
| SERENA & LILY, INC. SERENA LILY, INC. 401(K) PLAN | SAUSALITO, CA | Advisor / Consultant ADVISOR | 519 | $10.6M | $29K |
| BUSINESS FOR SOCIAL RESPONSIBILI BSR 401(K) PLAN | SAN FRANCISCO, CA | Other INVESTMENT/FINANCIAL ADVI | 114 | $10.4M | $52K |
| DOMAINE CARNEROS LTD DOMAINE CARNEROS, LTD 401(K) PROFIT SHARING PLAN | NAPA, CA | Advisor / Consultant INVESTMENT ADVISORY | 110 | $9.1M | $0 |
| SERENA & LILY, INC. SERENA & LILY, INC. 401(K) PLAN | SAUSALITO, CA | Advisor / Consultant ADVISOR | 563 | $7.9M | $30K |
| STELLA & DOT, LLC STELLA & DOT, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BURLINGAME, CA | Other INVESTMENT/FINANCIAL ADVI | 9 | $7.9M | $31K |
| CELLO & MAUDRU CONSTRUCTION COMPANY, INC. CELLO & MAUDRU CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN | NAPA, CA | Advisor / Consultant ADVISOR | 133 | $7.9M | $26K |
| BUSINESS FOR SOCIAL RESPONSIBILITY BSR 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 106 | $7.9M | $32K |
| STELLA & DOT, LLC STELLA & DOT, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BURLINGAME, CA | Other INVESTMENT/FINANCIAL ADVI | 13 | $7.5M | $22K |
| EVERLANE, INC. EVERLANE, INC. RETIREMENT TRUST | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 343 | $7.4M | $14K |
| EVERLANE, INC. EVERLANE, INC. RETIREMENT TRUST | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 428 | $6.5M | $14K |
| STELLA & DOT, LLC STELLA & DOT, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BURLINGAME, CA | Other INVESTMENT/FINANCIAL ADVI | 10 | $6.2M | $45K |
| GREEN PLANET 21, INC. GREEN PLANET 21, INC. 401(K) PLAN | OAKLAND, CA | Other INVESTMENT/FINANCIAL ADVI | 143 | $5.6M | $20K |
| COMPASS FAMILY SERVICES COMPASS FAMILY SERVICES 403(B) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 193 | $5.0M | $15K |
| GREEN PLANET 21, INC. GREEN PLANET 21, INC. 401(K) PLAN | OAKLAND, CA | Other INVESTMENT/FINANCIAL ADVI | 163 | $4.7M | $16K |
| COMPASS FAMILY SERVICES COMPASS FAMILY SERVICES RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 122 | $4.4M | $14K |
| ZACHARY'S CHICAGO PIZZA, INC. ZACHARY'S CHICAGO PIZZA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | OAKLAND, CA | Advisor / Consultant ADVISOR | 134 | $4.1M | $18K |
| COMPASS FAMILY SERVICES COMPASS FAMILY SERVICES 403(B) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 183 | $3.9M | $6K |
| COMPASS FAMILY SERVICES COMPASS FAMILY SERVICES RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 120 | $3.7M | $11K |
| GREEN PLANET 21, INC. GREEN PLANET 21, INC. 401(K) PLAN | OAKLAND, CA | Other INVESTMENT/FINANCIAL ADVI | 156 | $3.6M | $16K |
| PROACTIVE BUSINESS SOLUTIONS, PROACTIVE BUSINESS SOLUTIONS INC 401K PLAN | HAYWARD, CA | Other INVESTMENT/FINANCIAL ADVI | 87 | $3.3M | $16K |
| COMPASS FAMILY SERVICES COMPASS FAMILY SERVICES RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 91 | $2.9M | $11K |
| COMPASS FAMILY SERVICES COMPASS FAMILY SERVICES 403(B) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 148 | $2.8M | $9K |