REDWOOD PRIVATE 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
4
Active participants
2,972
Total plan assets
$34.6M
Filings (rows)
4
Direct comp
$73K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant4
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COLUMBIA CARE, INC. COLUMBIA CARE, INC. 401(K) PLAN | CHELMSFORD, MA | Advisor / Consultant INVESTMENT ADVISOR | 1,953 | $10.9M | $20K |
| LA JOLLA BEACH AND TENNIS CLUB PARTNERS L.P. LA JOLLA BEACH AND TENNIS CLUB 401(K) PLAN | LA JOLLA, CA | Advisor / Consultant INVESTMENT ADVISOR | 405 | $8.8M | $21K |
| LA JOLLA BEACH AND TENNIS CLUB PARTNERS L.P. LA JOLLA BEACH AND TENNIS CLUB 401(K) PLAN | LA JOLLA, CA | Advisor / Consultant INVESTMENT ADVISOR | 382 | $8.0M | $18K |
| LA JOLLA BEACH AND TENNIS CLUB INC. LA JOLLA BEACH AND TENNIS CLUB 401(K) PLAN | LA JOLLA, CA | Advisor / Consultant INVESTMENT ADVISOR | 232 | $7.0M | $14K |