PROVENANCE WEALTH ADVISORS
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
42
Active participants
21,039
Total plan assets
$1.4B
Filings (rows)
42
Direct comp
$1.5M
Indirect comp
$455K
SERVICES PROVIDED
Advisor / Consultant35
Other7
Top plans served
All 42 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PRIMESOURCE BUILDING PRODUCTS, INC. PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN | IRVING, TX | Other SERVICE PROVIDER | 2,321 | $188.7M | $0 |
| PRIMESOURCE BUILDING PRODUCTS, INC. PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN | IRVING, TX | Other SERVICE PROVIDER | 2,068 | $163.9M | $0 |
| PRIMESOURCE BUILDING PRODUCTS, INC. PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN | IRVING, TX | Other SERVICE PROVIDER | 1,778 | $139.6M | $0 |
| EVERGLADES COLLEGE, INC. EVERGLADES COLLEGE, INC. RETIREMENT SAVINGS PLAN | FORT LAUDERDALE, FL | Other NONE | 2,728 | $133.2M | $201K |
| MASTER-HALCO, INC. MASTER-HALCO, INC. RETIREMENT SAVINGS VALUE PLAN | DALLAS, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,240 | $74.1M | $120K |
| MULTIQUIP INC. MULTIQUIP INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN | CYPRESS, CA | Advisor / Consultant INVESTMENT ADVISOR | 598 | $66.6M | $68K |
| MOTOR-SERVICES HUGO STAMP, INC. MSHS GROUP 401(K) PLAN | FORT LAUDERDALE, FL | Advisor / Consultant INVESTMENT ADVISOR | 473 | $66.6M | $73K |
| MASTER-HALCO, INC. MASTER-HALCO, INC. RETIREMENT SAVINGS VALUE PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,162 | $63.2M | $62K |
| MULTIQUIP INC. MULTIQUIP INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN | CYPRESS, CA | Other NONE | 570 | $57.4M | $51K |
| MASTER-HALCO, INC. MASTER-HALCO, INC. RETIREMENT SAVINGS VALUE PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,120 | $53.4M | $79K |
| MULTIQUIP INC. MULTIQUIP INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN | CYPRESS, CA | Advisor / Consultant INVESTMENT ADVISOR | 504 | $49.3M | $52K |
| MOTOR-SERVICES HUGO STAMP, INC. MSHS GROUP 401(K) PLAN | FORT LAUDERDALE, FL | Advisor / Consultant INVESTMENT ADVISOR | 306 | $36.5M | $85K |
| MOTOR-SERVICES HUGO STAMP, INC. MSHS GROUP 401(K) PLAN | FORT LAUDERDALE, FL | Advisor / Consultant INVESTMENT ADVISORS | 296 | $33.1M | $19K |
| ALTA FOREST PRODUCTS, LLC ALTA FOREST PRODUCTS 401(K) RETIREMENT PLAN | CHEHALIS, WA | Other NONE | 493 | $29.3M | $33K |
| JL AUDIO, INC. JL AUDIO 401(K) PLAN | MIRAMAR, FL | Advisor / Consultant INVESTMENT ADVISOR | 578 | $23.9M | $56K |
| PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. 401(K) PLAN | PALM BEACH GARDENS, FL | Advisor / Consultant ADVISOR | 79 | $21.0M | $42K |
| JL AUDIO, INC. JL AUDIO 401(K) PLAN | MIRAMAR, FL | Other NONE | 593 | $18.7M | $55K |
| PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. 401(K) PLAN | PALM BEACH GARDENS, FL | Advisor / Consultant ADVISOR | 69 | $17.2M | $44K |
| CHAUVET & SONS, LLC. CHAUVET & SONS, LLC 401(K) PROFIT SHARING PLAN | DAVIE, FL | Advisor / Consultant RIA | 260 | $13.1M | $35K |
| GLOBAL MARITEK SYSTEMS, INC. GLOBAL MARITEK SYSTEMS, INC. 401(K) PLAN | ST. AUGUSTINE, FL | Advisor / Consultant RIA | 142 | $10.7M | $35K |
| ZYSCOVICH AIA ZYSCOVICH AIA PROFIT SHARING PLAN | MIAMI, FL | Advisor / Consultant INVESTMENT ADVISOR | 135 | $9.7M | $428 |
| CHAUVET & SONS, LLC. CHAUVET & SONS, LLC 401(K) PROFIT SHARING PLAN | DAVIE, FL | Advisor / Consultant RIA | 231 | $9.5M | $33K |
| GLOBAL MARITEK SYSTEMS, INC. GLOBAL MARITEK SYSTEMS, INC. 401(K) PLAN | ST. AUGUSTINE, FL | Advisor / Consultant RIA | 140 | $9.2M | $32K |
| GLOBAL MARITEK SYSTEMS, INC. GLOBAL MARITEK SYSTEMS, INC. 401(K) PLAN | ST. AUGUSTINE, FL | Advisor / Consultant RIA | 142 | $7.8M | $35K |
| THE KEYES COMPANY THE KEYES COMPANY 401(K) PROFIT SHARING PLAN | MIAMI, FL | Advisor / Consultant RIA | 175 | $7.7M | $31K |
| THE KEYES COMPANY THE KEYES COMPANY 401(K) PROFIT SHARING PLAN | MIAMI, FL | Advisor / Consultant RIA | 199 | $7.6M | $5K |
| CHAUVET & SONS, LLC. CHAUVET & SONS, LLC 401(K) PROFIT SHARING PLAN | SUNRISE, FL | Advisor / Consultant RIA | 216 | $7.3M | $32K |
| O2 MEDIA, INC. BRANDSTAR 401(K) RETIREMENT PLAN | DEERFIELD BEACH, FL | Advisor / Consultant RIA | 223 | $7.0M | $30K |
| R.L. SCHREIBER, INC. R.L. SCHREIBER, INC. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE, FL | Advisor / Consultant RIA | 100 | $6.7M | $0 |
| R.L. SCHREIBER, INC. R.L. SCHREIBER, INC. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE, FL | Advisor / Consultant RIA | 93 | $5.9M | $0 |
| R.L. SCHREIBER, INC. R.L. SCHREIBER, INC. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE, FL | Advisor / Consultant RIA | 98 | $5.7M | $32K |
| ALLIED STONE, INC. ALLIED STONE, INC. 401(K) PLAN | DALLAS, TX | Advisor / Consultant ADVISOR/CONSULTANT | 809 | $5.3M | $13K |
| FLORIDA PRITIKIN CENTER, LLC FLORIDA PRITIKIN CENTER 401(K) PLAN | DORAL, FL | Advisor / Consultant RIA | 109 | $5.0M | $4K |
| O2 MEDIA, INC. BRANDSTAR 401(K) RETIREMENT PLAN | DEERFIELD BEACH, FL | Advisor / Consultant RIA | 181 | $4.2M | $22K |
| PURE SOURCE, LLC PURE SOURCE, LLC RETIREMENT PLAN | MIAMI BEACH, FL | Advisor / Consultant INVESTMENT ADVISOR | 110 | $4.2M | $17K |
| PURE SOURCE, LLC PURE SOURCE, LLC RETIREMENT PLAN | MIAMI BEACH, FL | Advisor / Consultant INVESTMENT ADVISOR | 119 | $4.1M | $15K |
| FLORIDA PRITIKIN CENTER, LLC FLORIDA PRITIKIN CENTER 401(K) PLAN | DORAL, FL | Advisor / Consultant RIA | 112 | $3.8M | $0 |
| PURE SOURCE, LLC PURE SOURCE, LLC RETIREMENT PLAN | MIAMI BEACH, FL | Advisor / Consultant INVESTMENT ADVISOR | 156 | $3.6M | $15K |
| O2 MEDIA, INC. BRANDSTAR 401(K) RETIREMENT PLAN | DEERFIELD BEACH, FL | Advisor / Consultant RIA | 161 | $2.8M | $20K |
| DBK CONCEPTS, LLC DBK CONCEPTS 401(K) PLAN | MIAMI, FL | Advisor / Consultant RIA | 152 | $2.2M | $988 |
| JL AUDIO, INC. JL AUDIO 401(K) PLAN | MIRAMAR, FL | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $25K |
| ZYSCOVICH AIA ZYSCOVICH AIA PROFIT SHARING PLAN | MIAMI, FL | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $440 |