Rockline 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

Active participants

2,444

Total plan assets

$54.2M

Filings (rows)

Direct comp

$63K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Other service providers2

Plans served

All 5 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CAM-HELD Enterprises, Inc. JUST Kids 401(k) Plan · all filings	MIDDLE ISLAND, NY	Advisor / Consultant	670	$15.6M	$17K	$0
CAM-HELD Enterprises, Inc. JUST Kids 401(k) Plan · all filings	MIDDLE ISLAND, NY	Advisor / Consultant	635	$14.2M	$24K	$0
CAM-HELD Enterprises, Inc. JUST Kids 401(k) Plan · all filings	MIDDLE ISLAND, NY	Advisor / Consultant	593	$13.6M	$2K	$0
Nicolia Industries Inc. Nicolia 401(k) Plan · all filings	LINDENHURST, NY	Other service providers	260	$5.6M	$13K	$0
Nicolia Industries Inc. Nicolia 401(k) Plan · all filings	LINDENHURST, NY	Other service providers	286	$5.2M	$8K	$0