Form 5500 Search

RKL 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
5
Active participants
3,624
Total plan assets
$1.3B
Filings (rows)
5
Direct comp
$636K
Indirect comp
$0

SERVICES PROVIDED

Other4
Advisor / Consultant1

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BUCHANAN INGERSOLL & ROONEY PC
BUCHANAN INGERSOLL & ROONEY PC RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Other
NONE
793$484.1M$8K
BUCHANAN INGERSOLL & ROONEY PC
BUCHANAN INGERSOLL & ROONEY PC RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Other
NONE
788$424.1M$14K
BUCHANAN INGERSOLL & ROONEY PC
BUCHANAN INGERSOLL & ROONEY PC RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Advisor / Consultant
INVESTMENT ADVISOR
780$386.9M$28K
GROUP PLAN SYSTEMS, LLC
GPS NAVIGATOR POOLED EMPLOYER PLAN
COLUMBUS, OH
Other
NONE
1,168$45.1M$582K
THE SHOOK HOME
THE SHOOK HOME 401K PLAN
CHAMBERSBURG, PA
Other
SERVICE PROVIDER
95$2.5M$5K
RKL WEALTH MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search