RIVERBANK 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
3
Active participants
1,524
Total plan assets
$33.3M
Filings (rows)
3
Direct comp
$78K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| KC TRANSPORTATION, INC. KC GROUP 401(K) PLAN | CARLETON, MI | Advisor / Consultant ADVISOR | 570 | $12.4M | $28K |
| KC TRANSPORTATION, INC. KC GROUP 401(K) PLAN | CARLETON, MI | Advisor / Consultant ADVISOR | 502 | $11.1M | $25K |
| KC TRANSPORTATION, INC. KC GROUP 401(K) PLAN | CARLETON, MI | Advisor / Consultant ADVISOR | 452 | $9.8M | $25K |