STRATEGIES WEALTH ADVISORS
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
36
Active participants
6,067
Total plan assets
$430.5M
Filings (rows)
36
Direct comp
$786K
Indirect comp
$115K
SERVICES PROVIDED
Advisor / Consultant35
Other1
Top plans served
All 36 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN | GRAND RAPIDS, MI | Other NONE | 154 | $75.2M | $47K |
| AUXO INVESTMENT PARTNERS, LLC AUXO INVESTMENT PARTNERS, LLC 401(K) RETIREMENT PLAN | GRAND RAPIDS, MI | Advisor / Consultant ADVISORY | 280 | $21.6M | $46K |
| ATLAS DIE, LLC ATLAS DIE, LLC 401(K) RETIREMENT SAVINGS PLAN | ROCHESTER HILLS, MI | Advisor / Consultant INVESTMENT ADVISORY | 144 | $20.9M | $50K |
| E.T. MACKENZIE COMPANY E.T. MACKENZIE COMPANY EMPLOYEE PROFIT SHARING 401(K) PLAN | GRAND LEDGE, MI | Advisor / Consultant INVESTMENT ADVISOR | 336 | $20.8M | $39K |
| ATLAS DIE, LLC ATLAS DIE, LLC 401(K) RETIREMENT SAVINGS PLAN | ROCHESTER HILLS, IN | Advisor / Consultant INVESTMENT ADVISORY | 166 | $20.6M | $25K |
| WESTERN INDUSTRIES, INC. WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN | ANN ARBOR, MI | Advisor / Consultant INVESTMENT ADVISORY | 0 | $19.0M | $83K |
| E.T. MACKENZIE COMPANY E.T. MACKENZIE COMPANY EMPLOYEE PROFIT SHARING 401(K) PLAN | GRAND LEDGE, MI | Advisor / Consultant INVESTMENT ADVISOR | 298 | $17.4M | $32K |
| AUXO INVESTMENT PARTNERS, LLC AUXO INVESTMENT PARTNERS, LLC 401(K) RETIREMENT PLAN | GRAND RAPIDS, MI | Advisor / Consultant ADVISORY | 225 | $17.4M | $41K |
| E.T. MACKENZIE COMPANY E.T. MACKENZIE COMPANY EMPLOYEE PROFIT SHARING 401(K) PLAN | GRAND LEDGE, MI | Advisor / Consultant INVESTMENT ADVISOR | 276 | $14.6M | $33K |
| AMERICAN AD BAG AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST | GLENDALE, AZ | Advisor / Consultant FINANCIAL ADVISOR | 86 | $13.7M | $31K |
| ELYRIA FOUNDRY COMPANY, LLC ELYRIA/HODGE FOUNDRY COMPANY 401(K) SAVINGS & INVESTMENT PLAN | ELYRIA, OH | Advisor / Consultant INVESTMENT ADVISORY | 200 | $12.5M | $28K |
| ELYRIA FOUNDRY COMPANY, LLC ELYRIA/HODGE FOUNDRY COMPANY 401(K) SAVINGS & INVESTMENT PLAN | ELYRIA, OH | Advisor / Consultant INVESTMENT ADVISORY | 195 | $11.6M | $24K |
| AMERICAN AD BAG AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST | GLENDALE, AZ | Advisor / Consultant FINANCIAL ADVISOR | 87 | $11.5M | $25K |
| TRM INNOVATIVE HEARTH PRODUCTS TRM INNOVATIVE HEARTH PRODUCTS 401(K) PLAN | RUSSELLVILLE, AL | Advisor / Consultant INVESTMENT ADVISORY | 220 | $11.1M | $0 |
| ATLAS DIE, LLC ATLAS DIE, LLC 401(K) RETIREMENT SAVINGS PLAN | ROCHESTER HILLS, MI | Advisor / Consultant INVESTMENT ADVISORY | 48 | $10.7M | $45K |
| TRM INNOVATIVE HEARTH PRODUCTS TRM INNOVATIVE HEARTH PRODUCTS 401(K) PLAN | RUSSELLVILLE, AL | Advisor / Consultant INVESTMENT ADVISORY | 260 | $10.4M | $0 |
| ELYRIA FOUNDRY COMPANY, LLC ELYRIA/HODGE FOUNDRY COMPANY 401(K) SAVINGS & INVESTMENT PLAN | ELYRIA, OH | Advisor / Consultant INVESTMENT ADVISORY | 211 | $9.9M | $26K |
| AMERICAN AD BAG AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST | GLENDALE, AZ | Advisor / Consultant ADVISOR | 79 | $8.9M | $24K |
| WDC ACQUISITION LLC WDC 401(K) AND PROFIT SHARING PLAN | CRESTON, IA | Advisor / Consultant INVESTMENT ADVISORY | 290 | $8.5M | $0 |
| MIDDLEVILLE ENGINEERED SOLUTIONS, LLC MIDDLEVILLE ENGINEERED SOLUTIONS, LLC | MIDDLEVILLE, MI | Advisor / Consultant INVESTMENT ADVISORY | 130 | $8.3M | $11K |
| PRECISION PRODUCTS GROUP, INC. PRECISION PRODUCTS GROUP, INC. RETIREMENT PLAN | INDIANAPOLIS, IN | Advisor / Consultant CONSULTANT | 185 | $7.5M | $22K |
| WDC ACQUISITION LLC WDC 401(K) AND PROFIT SHARING PLAN | CRESTON, IA | Advisor / Consultant INVESTMENT ADVISORY | 279 | $7.4M | $0 |
| TRM NRE ACQUISITION LLC TRM NRE ACQUISITION LLC 401(K) PLAN | MOUNT VERNON, IL | Advisor / Consultant INVESTMENT ADVISORY | 228 | $7.3M | $8K |
| FREIGHTLINER OF GRAND RAPIDS, INC. FREIGHTLINER OF GRAND RAPIDS, INC. 401 (K) PROFIT SHARING PLAN | WYOMING, MI | Advisor / Consultant ADVISOR | 146 | $7.0M | $19K |
| PRECISION PRODUCTS GROUP, INC. PRECISION PRODUCTS GROUP, INC. RETIREMENT PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISORY | 160 | $6.5M | $21K |
| MIDDLEVILLE ENGINEERED SOLUTIONS, LLC MIDDLEVILLE ENGINEERED SOLUTIONS, LLC | MIDDLEVILLE, MI | Advisor / Consultant INVESTMENT ADVISORY | 121 | $6.4M | $16K |
| TRM NRE ACQUISITION LLC TRM NRE ACQUISITION LLC 401(K) PLAN | MOUNT VERNON, IL | Advisor / Consultant INVESTMENT ADVISORY | 201 | $6.4M | $0 |
| ASHLAND FOUNDRY AND MACHINE WORKS, LLC ASHLAND FOUNDRY AND MACHINE WORKS, LLC UNION RETIREMENT PLAN | ASHLAND, PA | Advisor / Consultant INVESTMENT ADVISOR | 139 | $6.4M | $15K |
| ASHLAND FOUNDRY AND MACHINE WORKS, LLC ASHLAND FOUNDRY AND MACHINE WORKS, LLC UNION RETIREMENT PLAN | ASHLAND, PA | Advisor / Consultant INVESTMENT ADVISOR | 125 | $5.7M | $15K |
| DALTON CORPORATION DALTON CORPORATION HOURLY 401(K) RETIREMENT SAVINGS PLAN | WARSAW, IN | Advisor / Consultant INVESTMENT ADVISOR | 184 | $5.3M | $5K |
| ASHLAND FOUNDRY AND MACHINE WORKS, LLC ASHLAND FOUNDRY AND MACHINE WORKS, LLC UNION RETIREMENT PLAN | ASHLAND, PA | Advisor / Consultant ADVISOR | 125 | $5.2M | $7K |
| PRECISION PRODUCTS GROUP, INC. PRECISION PRODUCTS GROUP, INC. RETIREMENT PLAN | CARMEL, IN | Advisor / Consultant CONSULTANT | 160 | $4.6M | $16K |
| DALTON CORPORATION DALTON CORPORATION HOURLY 401(K) RETIREMENT SAVINGS PLAN | WARSAW, IN | Advisor / Consultant INVESTMENT ADVISOR | 197 | $4.5M | $854 |
| HODGE FOUNDRY, INC. HODGE FOUNDRY UNION SAVINGS PLAN | GREENVILLE, PA | Advisor / Consultant INVESTMENT ADVISORY | 44 | $3.7M | $11K |
| AVON MACHINING, LLC AVON MACHINING, LLC 401(K) PLAN | SHELBY TOWNSHIP, MI | Advisor / Consultant INVESTMENT ADVISOR | 88 | $2.3M | $5K |
| ANDRIE LLC ANDRIE LLC 401K PROFIT SHARING RETIREMENT PLAN | MUSKEGON, MI | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $16K |