Form 5500 Search

RIGHTWEALTH 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
5
Active participants
562
Total plan assets
$18.6M
Filings (rows)
5
Direct comp
$17K
Indirect comp
$35K

SERVICES PROVIDED

Other3
Advisor / Consultant2

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
STELLAR INNOVATIONS & SOLUTION
STELLAR INNOVATIONS & SOLUTION 401(K) PROFIT SHARING PLAN AND TRUST
MORAINE, OH
Advisor / Consultant
INVESTMENT ADVISORY
174$6.8M$0
STELLAR INNOVATIONS & SOLUTION
STELLAR INNOVATIONS & SOLUTION 401(K) PROFIT SHARING PLAN AND TRUST
MORAINE, OH
Advisor / Consultant
INVESTMENT ADVISORY
149$4.0M$0
CREATIVE WORLD OF CHILD CARE IN
CREATIVE WORLD OF CHILD CARE INC 401K PLAN
DAYTON, OH
Other
INVESTMENT/FINANCIAL ADVI
106$3.3M$7K
CREATIVE WORLD OF CHILD CARE IN
CREATIVE WORLD OF CHILD CARE INC 401K PLAN
DAYTON, OH
Other
INVESTMENT/FINANCIAL ADVI
84$2.6M$5K
CREATIVE WORLD OF CHILD CARE IN
CREATIVE WORLD OF CHILD CARE INC 401K PLAN
DAYTON, OH
Other
INVESTMENT/FINANCIAL ADVI
49$2.0M$5K