RMR WEALTH BUILDERS
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
22
Active participants
5,256
Total plan assets
$348.1M
Filings (rows)
22
Direct comp
$469K
Indirect comp
$251K
SERVICES PROVIDED
Other14
Advisor / Consultant7
Broker1
Top plans served
All 22 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DAVID ZWIRNER INC DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK, NY | Advisor / Consultant ADVISOR | 234 | $36.2M | $54K |
| 2H OFFSHORE INC 2H OFFSHORE INC 401K PROFIT SHARING PLAN & TRUST | HOUSTON, TX | Other SERVICE PROVIDER | 75 | $33.3M | $0 |
| DAVID ZWIRNER INC DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK, NY | Advisor / Consultant ADVISOR | 259 | $28.9M | $80K |
| 2H OFFSHORE INC 2H OFFSHORE INC 401K PROFIT SHARING PLAN & TRUST | HOUSTON, TX | Other SERVICE PROVIDER | 104 | $27.5M | $0 |
| BOISSET FAMILY ESTATES, INC. BOISSET FAMILY ESTATES, INC. RETIREMENT SAVINGS PLAN | ST. HELENA, CA | Other SERVICE PROVIDER | 286 | $23.2M | $0 |
| 2H OFFSHORE INC 2H OFFSHORE INC 401K PROFIT SHARING PLAN & TRUST | HOUSTON, TX | Other SERVICE PROVIDER | 100 | $22.3M | $0 |
| DAVID ZWIRNER INC DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK, NY | Advisor / Consultant ADVISOR | 262 | $21.2M | $75K |
| SERRALA AMERICAS, INC. SERRALA AMERICAS, INC. 401(K) PLAN | CHICAGO, IL | Advisor / Consultant RIA | 91 | $20.3M | $10K |
| BOISSET FAMILY ESTATES, INC. BOISSET FAMILY ESTATES, INC. RETIREMENT SAVINGS PLAN | ST. HELENA, CA | Other SERVICE PROVIDER | 297 | $20.2M | $0 |
| F&E AIRCRAFT MAINTENANCE MIAMI, LLC F&E AIRCRAFT MAINTENANCE 401(K) PLAN | MIAMI SPRINGS, FL | Other NONE | 1,283 | $19.5M | $33K |
| GAGOSIAN GALLERY, INC. GAGOSIAN GALLERY, INC. 401(K) PROFIT SHARING PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY - PL | 246 | $17.6M | $40K |
| BOISSET FAMILY ESTATES, INC. BOISSET FAMILY ESTATES, INC. RETIREMENT SAVINGS PLAN | ST. HELENA, CA | Other SERVICE PROVIDER | 293 | $16.9M | $0 |
| D P PREISS COMPANY INC D P PREISS COMPANY INC 401K PROFIT SHARING PLAN & TRUST | RALEIGH, NC | Advisor / Consultant RIA | 373 | $15.0M | $13K |
| GAGOSIAN GALLERY, INC. GAGOSIAN GALLERY, INC. 401(K) PROFIT SHARING PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY - PL | 228 | $14.5M | $51K |
| NEUROLEADERSHIP INSTITUTE, INC. NEUROLEADERSHIP INSTITUTE INC. 401 K PROFIT SHARING PLAN TRUST | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 67 | $7.7M | $31K |
| PLANET NINE PRIVATE AIR, LLC PLANET NINE PRIVATE AIR, LLC 401(K) PLAN | VAN NUYS, CA | Broker INVESTMENT BROKER | 100 | $7.0M | $13K |
| NEUROLEADERSHIP INSTITUTE, INC. NEUROLEADERSHIP INSTITUTE INC. 401 K PROFIT SHARING PLAN TRUST | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 107 | $6.6M | $26K |
| NEUROLEADERSHIP INSTITUTE, INC. NEUROLEADERSHIP INSTITUTE INC. 401 K PROFIT SHARING PLAN TRUST | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 146 | $4.6M | $21K |
| THEORY WELLNESS INC. THEORY WELLNESS INC., 401(K) PROFIT SHARING PLAN | STONEHAM, MA | Other OTHER FEES | 200 | $2.3M | $11K |
| OLIVIER CHENG CATERING AND EVENT OCC 401(K) RETIREMENT PLAN & TRUST | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 189 | $1.3M | $6K |
| OLIVIER CHENG CATERING AND EVENT OCC 401(K) RETIREMENT PLAN & TRUST | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 177 | $1.1M | $5K |
| LITERATI INC. LITERATI INC. 401K PLAN | AUSTIN, TX | Other OTHER FEES | 139 | $1.0M | $0 |