Form 5500 Search

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 / PlanLocationServiceParticipantsAssetsDirect 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
VESTIA ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search