Schneider Downs Wealth MGT ADV

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

1,379

Total plan assets

$101.0M

Filings (rows)

Direct comp

$303K

Indirect comp

Showing only "SCHNEIDER DOWNS WEALTH MGT ADV"

View all 20 variants aggregated →

SCHNEIDER DOWNS & CO176 SCHNEIDER DOWNS WEALTH MGMT ADV66 SCHNEIDER DOWNS RET SOLUTIONS62 SCHNEIDER DOWNS44 SCHNEIDER DOWNS RETIREMENT SOLUTION4 SCHNEIDER DOWNS WEALTH MGT ADV3 SCHNEIDER DOWNS WEALTH MGMT

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
McClymonds Supply & Transit Company, Inc. McClymonds Supply & Transit Company, Inc. 401(k) Plan · all filings	PORTERSVILLE, PA	Advisor / Consultant	454	$37.3M	$115K	$0
McClymonds Supply & Transit Company, Inc. McClymonds Supply & Transit Company, Inc. 401(k) Plan · all filings	PORTERSVILLE, PA	Advisor / Consultant	469	$34.3M	$99K	$0
McClymonds Supply & Transit Company, Inc. McClymonds Supply & Transit Company, Inc. 401(k) Plan · all filings	PORTERSVILLE, PA	Advisor / Consultant	456	$29.4M	$89K	$0