Form 5500 Search

TORREY WEALTH

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
3
Active participants
7,380
Total plan assets
$2.1B
Filings (rows)
3
Direct comp
$37K
Indirect comp
$0

SERVICES PROVIDED

Other3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNIVERSITY OF SAN DIEGO
UNIVERSITY OF SAN DIEGO DEFINED CONTRIBUTION RETIREMENT PLAN
SAN DIEGO, CA
Other
NONE
2,695$797.1M$11K
UNIVERSITY OF SAN DIEGO
UNIVERSITY OF SAN DIEGO DEFINED CONTRIBUTION RETIREMENT PLAN
SAN DIEGO, CA
Other
NONE
2,690$718.8M$11K
UNIVERSITY OF SAN DIEGO
UNIVERSITY OF SAN DIEGO DEFINED CONTRIBUTION RETIREMENT PLAN
SAN DIEGO, CA
Other
NONE
1,995$632.1M$15K
TORREY WEALTH — Form 5500 Service Provider Profile | Form 5500 Search