Form 5500 Search

RETIREMENT WELLNESS 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
30
Active participants
11,882
Total plan assets
$793.0M
Filings (rows)
31
Direct comp
$813K
Indirect comp
$179K

SERVICES PROVIDED

Advisor / Consultant17
Other10
Broker3

Top plans served

Showing top 31 of 30 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
WESCO AIRCRAFT HARDWARE CORP.
INCORA SAVINGS AND INVESTMENT PLAN
FORT WORTH, TX
Broker
BROKER
1,377$92.3M$50K
WESCO AIRCRAFT HARDWARE CORP.
INCORA SAVINGS AND INVESTMENT PLAN
FORT WORTH, TX
Broker
BROKER
1,313$86.1M$50K
WESCO AIRCRAFT HARDWARE CORP.
INCORA SAVINGS AND INVESTMENT PLAN
FORT WORTH, TX
Broker
BROKER
1,354$73.0M$50K
ERNEST PACKAGING
ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN
COMMERCE, CA
Other
OTHER
539$45.0M$6K
FASTENER DISTRIBUTION HOLDINGS, LLC
FDH 401(K) PROFIT SHARING PLAN
COMMERCE, CA
Advisor / Consultant
INVESTMENT ADVISOR
947$40.2M$42K
TOPSON DOWNS OF CALIFORNIA, INC.
TOPSON DOWNS OF CALIFORNIA, INC. 401(K) PROFIT SHARING PLAN
CULVER CITY, CA
Other
NONE
85$37.9M$0
ERNEST PACKAGING
ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN
COMMERCE, CA
Advisor / Consultant
INVESTMENT ADVISOR
523$37.9M$9K
NNA SERVICES, LLC
NNA SERVICES PROFIT SHARING 401(K) PLAN
CHATSWORTH, CA
Advisor / Consultant
INVESTMENT ADVISOR
244$33.1M$53K
ERNEST PACKAGING
ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN
COMMERCE, CA
Advisor / Consultant
INVESTMENT ADVISOR
461$31.8M$10K
TOPSON DOWNS OF CALIFORNIA, INC.
TOPSON DOWNS OF CALIFORNIA, INC. 401(K) PROFIT SHARING PLAN
CULVER CITY, CA
Other
NONE
71$30.5M$0
NNA SERVICES, LLC
NNA SERVICES PROFIT SHARING 401(K) PLAN
CHATSWORTH, CA
Advisor / Consultant
INVESTMENT ADVISOR
267$28.5M$45K
TOPSON DOWNS OF CALIFORNIA, INC.
TOPSON DOWNS OF CALIFORNIA, INC. 401(K) PROFIT SHARING PLAN
CULVER CITY, CA
Other
NONE
85$24.3M$0
NNA SERVICES, LLC
NNA SERVICES PROFIT SHARING 401(K) PLAN
CHATSWORTH, CA
Advisor / Consultant
INVESTMENT ADVISOR
286$22.5M$45K
FASTENERS DISTRIBUTION HOLDINGS, LLC
FDH 401(K) PROFIT SHARING PLAN
COMMERCE, CA
Advisor / Consultant
INVESTMENT ADVISOR
563$20.3M$42K
DURAFLAME, INC.
DURAFLAME, INC. 401(K) PLAN
HENDERSON, NV
Advisor / Consultant
INVESTMENT ADVISOR
392$19.5M$34K
DURAFLAME, INC.
DURAFLAME, INC. 401(K) PLAN
HENDERSON, NV
Advisor / Consultant
INVESTMENT ADVISOR
318$19.0M$38K
CRENSHAW LUMBER CO., INC.
CRENSHAW LUMBER CO., INC. PROFIT SHARING PLAN
GARDENA, CA
Advisor / Consultant
INVESTMENT ADVISOR
108$18.9M$53K
FASTENERS DISTRIBUTION HOLDINGS, LLC
FDH 401(K) PROFIT SHARING PLAN
COMMERCE, CA
Advisor / Consultant
INVESTMENT ADVISOR
527$18.1M$32K
CRENSHAW LUMBER CO., INC.
CRENSHAW LUMBER CO., INC. PROFIT SHARING PLAN
GARDENA, CA
Advisor / Consultant
INVESTMENT ADVISOR
118$17.3M$53K
DURAFLAME, INC.
DURAFLAME, INC. 401(K) PLAN
HENDERSON, NV
Advisor / Consultant
INVESTMENT ADVISOR
397$16.4M$33K
CRENSHAW LUMBER CO., INC.
CRENSHAW LUMBER CO., INC. PROFIT SHARING PLAN
GARDENA, CA
Advisor / Consultant
INVESTMENT ADVISOR
108$14.9M$44K
MARMOL RADZINER AN ARCHITECTURAL CORPORATION
MARMOL RADZINER AN ARCHITECTURAL CORPORATION 401K RETIREMENT SAVINGS PLAN
LOS ANGELES, CA
Other
NONE
186$13.2M$0
BJG ELECTRONICS, INC.
BJG ELECTRONICS, INC. 401(K) PLAN
RONKONKOMA, NY
Advisor / Consultant
INVESTMENT ADVISOR
332$12.7M$6K
MARMOL RADZINER AN ARCHITECTURAL CORPORATION
MARMOL RADZINER AN ARCHITECTURAL CORPORATION 401K RETIREMENT SAVINGS PLAN
LOS ANGELES, CA
Other
NONE
188$11.3M$0
MARMOL RADZINER AN ARCHITECTURAL CORPORATION
MARMOL RADZINER AN ARCHITECTURAL CORPORATION 401K RETIREMENT SAVINGS PLAN
LOS ANGELES, CA
Other
NONE
189$9.2M$0
PARKER STANBURY LLP
PARKER STANBURY LLP 401(K) PLAN
LOS ANGELES, CA
Advisor / Consultant
INVESTMENT ADVISOR
96$8.4M$27K
STABILITY HEALTHCARE, INC
STABILITY HEALTHCARE, INC. 401(K) PLAN
PASADENA, CA
Other
INVESTMENT/FINANCIAL ADVI
189$4.5M$17K
STABILITY HEALTHCARE, INC
STABILITY HEALTHCARE, INC. 401(K) PLAN
PASADENA, CA
Other
INVESTMENT/FINANCIAL ADVI
189$4.5M$17K
STABILITY HEALTHCARE, INC
STABILITY HEALTHCARE, INC. 401(K) PLAN
PASADENA, CA
Other
INVESTMENT/FINANCIAL ADVI
328$3.7M$21K
STABILITY HEALTHCARE, INC
STABILITY HEALTHCARE, INC. 401(K) PLAN
PASADENA, CA
Other
INVESTMENT/FINANCIAL ADVI
291$2.2M$6K
BJG ELECTRONICS, INC.
BJG ELECTRONICS, INC. 401(K) PLAN
RONKONKOMA, NY
Advisor / Consultant
INVESTMENT ADVISOR
0$0$30K
RETIREMENT WELLNESS GROUP — Form 5500 Service Provider Profile | Form 5500 Search