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

Active participants

67,482

Total plan assets

$17.5B

Filings (rows)

Direct comp

$187K

Indirect comp

SERVICES PROVIDED

Other service providers4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
YALE University YALE University Retirement Account Plan · all filings	NEW HAVEN, CT	Other service providers	13,709	$8.3B	$58K	$0
YALE University YALE University Retirement Account Plan · all filings	NEW HAVEN, CT	Other service providers	13,006	$7.4B	$43K	$0
YALE University YALE University Tax-Deferred 403(b) Savings Plan · all filings	NEW HAVEN, CT	Other service providers	20,372	$873.9M	$58K	$0
YALE University YALE University Tax-Deferred 403(b) Savings Plan · all filings	NEW HAVEN, CT	Other service providers	20,395	$840.1M	$28K	$0