Form 5500 Search

VINTAGE WEST

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
2
Active participants
841
Total plan assets
$24.7M
Filings (rows)
2
Direct comp
$35K
Indirect comp
$0
Aggregating 2 name variants under "VINTAGE WEST"

SERVICES PROVIDED

Advisor / Consultant1
Other1

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
MOTIVE ENERGY, INC.
MOTIVE ENERGY, INC. 401(K) PS PLAN
ANAHEIM, CA
Other
NONE
841$24.7M$22K
MITCHELL & NESS, LLC
MITCHELL & NESS, LLC RETIREMENT PLAN
IRVINE, CA
Advisor / Consultant
ADVISOR
0$0$13K