ROCKWOOD 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
2
Active participants
21,391
Total plan assets
$18.0B
Filings (rows)
2
Direct comp
$18K
Indirect comp
$0
SERVICES PROVIDED
Other1
Advisor / Consultant1
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $12K |
| CROWN CASTLE INC. CROWN CASTLE INC. 401(K) PLAN | HOUSTON, TX | Other NONE | 3,947 | $1.1B | $6K |