Form 5500 Search

RUEDI WEALTH MGMT

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
6
Active participants
49,266
Total plan assets
$4.3B
Filings (rows)
6
Direct comp
$73K
Indirect comp
$0

SERVICES PROVIDED

Other6

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
CARLE FOUNDATION HOSPITAL AND AFFILIATES
CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN
URBANA, IL
Other
AFFIL PLAN RECRDKEEPER
16,060$1.4B$14K
CARLE FOUNDATION HOSPITAL AND AFFILIATES
CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN
URBANA, IL
Other
AFFIL PLAN RECRDKEEPER
15,967$1.2B$7K
CARLE FOUNDATION HOSPITAL AND AFFILIATES
CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN
URBANA, IL
Other
AFFIL PLAN RECRDKEEPER
10,985$860.8M$7K
CARLE HOLDING COMPANY, INC.
CARLE PROFIT SHARING PLAN
URBANA, IL
Other
AFFIL PLAN RECRDKEEPER
1,869$329.6M$16K
CARLE HOLDING COMPANY, INC.
CARLE PROFIT SHARING PLAN
URBANA, IL
Other
AFFIL PLAN RECRDKEEPER
2,167$327.1M$14K
CARLE HOLDING COMPANY, INC.
CARLE PROFIT SHARING PLAN
URBANA, IL
Other
AFFIL PLAN RECRDKEEPER
2,218$289.2M$14K