RELATION WEALTH MANAGEMENT
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
1,793
Total plan assets
$88.8M
Filings (rows)
4
Direct comp
$74K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant4
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THRIVE PARTNERS, LLC THRIVE PEO 401(K) PLAN | TULSA, OK | Advisor / Consultant INVESTMENT ADVISORY - PLA | 675 | $55.0M | $48K |
| RECORDXTECHNOLGIES DBA ONTELLUS ONTELLUS 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 528 | $17.5M | $11K |
| JHH CENTRAL MANAGEMENT SERVICES, LLC JOHN HOUSTON CUSTOM HOMES 401(K) PLAN | RED OAK, TX | Advisor / Consultant BROKER/ADVISOR | 90 | $9.1M | $9K |
| ACCUSERVE SOLUTIONS, INC. ACCUSERVE SOLUTIONS, INC. RETIREMENT PLAN | SPRINGFIELD, OH | Advisor / Consultant ADVISOR | 500 | $7.2M | $7K |