VESTIA 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
19
Active participants
269,117
Total plan assets
$42.5B
Filings (rows)
19
Direct comp
$271K
Indirect comp
$0
SERVICES PROVIDED
Other15
Advisor / Consultant2
Broker2
Top plans served
All 19 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $10K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | PASADENA, CA | Other NONE | 18,579 | $6.5B | $8K |
| INDIANA UNIVERSITY HEALTH INC. IU HEALTH 401(K) SAVINGS PLAN | INDIANAPOLIS, IN | Other NONE | 40,158 | $4.5B | $72K |
| INDIANA UNIVERSITY HEALTH INC. IU HEALTH 401(K) SAVINGS PLAN | INDIANAPOLIS, IN | Other NONE | 38,402 | $3.9B | $57K |
| INDIANA UNIVERSITY HEALTH INC. IU HEALTH 401(K) SAVINGS PLAN | INDIANAPOLIS, IN | Other NONE | 38,554 | $3.2B | $33K |
| PENN STATE HEALTH PENN STATE HEALTH 401(K) SAVINGS PLAN | HERSHEY, PA | Other OTHER FEES | 15,720 | $2.9B | $61 |
| WELLSPAN HEALTH WELLSPAN 403(B) RETIREMENT SAVINGS PLAN | YORK, PA | Other OTHER FEES | 21,551 | $2.6B | $21K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,844 | $2.6B | $10K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,796 | $2.3B | $7K |
| ESSENTIA HEALTH ESSENTIA HEALTH RETIREMENT PLAN | DULUTH, MN | Other NONE | 16,170 | $2.2B | $5K |
| TRIHEALTH, INC. TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI, OH | Other NONE | 12,897 | $1.4B | $8K |
| MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN | TACOMA, WA | Other NONE | 16,756 | $1.2B | $4K |
| MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN | TACOMA, WA | Other NONE | 12,528 | $561.6M | $2K |
| MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN | TACOMA, WA | Other NONE | 11,706 | $478.4M | $449 |
| MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN | SHELBYVILLE, IN | Other NONE | 354 | $45.2M | $7K |
| MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN | SHELBYVILLE, IN | Other NONE | 348 | $38.0M | $6K |
| FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. 401(K) PLAN | FORT WAYNE, IN | Advisor / Consultant BROKERAGE INVEST ADVISOR | 169 | $35.3M | $7K |
| MAJOR HOSPITAL MEDWORKS, INC. RETIREMENT SAVINGS PLAN | SHELBYVILLE, IN | Other NONE | 340 | $30.5M | $5K |
| FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. 401(K) PLAN | FORT WAYNE, IN | Advisor / Consultant BROKERAGE INVEST ADVISOR | 157 | $29.9M | $8K |
