TIDEWATER 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
4
Active participants
67,482
Total plan assets
$17.5B
Filings (rows)
4
Direct comp
$187K
Indirect comp
$0
SERVICES PROVIDED
Other4
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| YALE UNIVERSITY YALE UNIVERSITY RETIREMENT ACCOUNT PLAN | NEW HAVEN, CT | Other NONE | 13,709 | $8.3B | $58K |
| YALE UNIVERSITY YALE UNIVERSITY RETIREMENT ACCOUNT PLAN | NEW HAVEN, CT | Other NONE | 13,006 | $7.4B | $43K |
| YALE UNIVERSITY YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN | NEW HAVEN, CT | Other NONE | 20,372 | $873.9M | $58K |
| YALE UNIVERSITY YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN | NEW HAVEN, CT | Other NONE | 20,395 | $840.1M | $28K |