REALIZE WEALTH MANAGE GROUP
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
408
Total plan assets
$124.4M
Filings (rows)
2
Direct comp
$40K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant2
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MDWEST ONE, P.C. MDWEST ONE, P. C. PROFIT SHARING PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 204 | $67.2M | $23K |
| MDWEST ONE, P.C. MDWEST ONE, P. C. PROFIT SHARING PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 204 | $57.2M | $17K |