VISIONARY WEALTH 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
27
Active participants
7,423
Total plan assets
$754.3M
Filings (rows)
27
Direct comp
$530K
Indirect comp
$187K
SERVICES PROVIDED
Other17
Advisor / Consultant9
Broker1
Top plans served
All 27 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WESTERN ANESTHESIOLOGY ASSOCIATES, INC. WESTERN ANESTHESIOLOGY ASSOCIATES, INC. PROFIT SHARING RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 258 | $136.7M | $21K |
| SIGNATURE MEDICAL GROUP, INC. SIGNATURE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SAINT LOUIS, MO | Advisor / Consultant FINANCIAL ADVISOR | 313 | $115.5M | $115K |
| SIGNATURE MEDICAL GROUP, INC. SIGNATURE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SAINT LOUIS, MO | Advisor / Consultant FINANCIAL ADVISOR | 413 | $113.3M | $109K |
| WESTERN ANESTHESIOLOGY ASSOCIATES, INC. WESTERN ANESTHESIOLOGY ASSOCIATES, INC. PROFIT SHARING RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 256 | $109.5M | $19K |
| LATHROP GPM LLP LATHROP GPM LLP 401(K) PLAN | KANSAS CITY, MO | Other NONE | 180 | $74.0M | $7K |
| DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD, KS | Broker BROKERAGE SERVICES | 538 | $45.2M | $590 |
| WESTERN DIESEL SERVICES INC. WESTERN DIESEL SERVICES INC. DBA CK POWER RETIREMENT PLAN AND 401K SAVINGS PLAN | ST. LOUIS, MO | Other NONE | 402 | $26.6M | $0 |
| WESTERN DIESEL SERVICES INC. WESTERN DIESEL SERVICES INC. DBA CK POWER RETIREMENT PLAN AND 401K SAVINGS PLAN | ST. LOUIS, MO | Other NONE | 396 | $26.0M | $0 |
| WESTERN DIESEL SERVICES INC. WESTERN DIESEL SERVICES INC. DBA CK POWER RETIREMENT PLAN & 401K SAVINGS PLAN | ST. LOUIS, MO | Other NONE | 363 | $20.9M | $0 |
| BIOTAB LLC BIOTAB LLC 401(K) PROFIT SHARING PLAN & TRUST | SAINT LOUIS, MO | Advisor / Consultant ADVISOR | 172 | $9.0M | $12K |
| PARAMOUNT BANK PARAMOUNT BANK 401(K) PLAN | ST. LOUIS, MO | Other NONE | 51 | $7.2M | $21K |
| PARAMOUNT BANK PARAMOUNT BANK 401(K) PLAN | ST. LOUIS, MO | Other NONE | 75 | $6.9M | $20K |
| BIOTAB LLC BIOTAB LLC 401(K) PROFIT SHARING PLAN & TRUST | SAINT LOUIS, MO | Advisor / Consultant ADVISOR | 166 | $6.9M | $8K |
| PARAMOUNT BANK PARAMOUNT BANK 401(K) PLAN | ST. LOUIS, MO | Other NONE | 54 | $6.7M | $21K |
| THE GORI LAW FIRM, P.C. THE GORI LAW FIRM, PC, 401(K) PLAN | EDWARDSVILLE, IL | Advisor / Consultant RIA | 162 | $6.5M | $2K |
| IATSE LOCAL 6 HEALTH AND WELFARE FUND IATSE LOCAL NO 6 HEALTH AND WELFARE FUND | MADISON, WI | Other NONE | 771 | $6.0M | $28K |
| I.A.T.S.E. LOCAL 6 HEALTH AND WELFARE FU IATSE LOCAL NO 6 HEALTH AND WELFARE FUND | LANSING, MI | Other NONE | 689 | $5.5M | $24K |
| GADELLNET CONSULTING SERVICES GADELLNET CONSULTING SERVICES 401(K) PLAN | ST. LOUIS, MO | Other NONE | 160 | $5.4M | $25K |
| I.A.T.S.E. LOCAL 6 HEALTH AND WELFARE FU IATSE LOCAL NO 6 HEALTH AND WELFARE FUND | LANSING, MI | Other NONE | 629 | $4.7M | $22K |
| BUSKE LINES, INC BUSKE LINES, INC. EMPLOYEE RETIREMENT PLAN | EDWARDSVILLE, IL | Advisor / Consultant INVESTMENT ADVISORY | 375 | $4.4M | $9K |
| ST LOUIS GRAPHIC ARTS JOINT HEALTH & WELFARE FUND ST. LOUIS GRAPHIC ARTS JOINT HEALTH & WELFARE FUND | ST. PETERS, MO | Other NONE | 189 | $3.5M | $12K |
| BUSKE LINES, INC BUSKE LINES, INC. EMPLOYEE RETIREMENT PLAN | EDWARDSVILLE, IL | Advisor / Consultant INVESTMENT ADVISORY | 290 | $3.4M | $8K |
| ST LOUIS GRAPHIC ARTS JOINT HEALTH & WELFARE FUND ST. LOUIS GRAPHIC ARTS JOINT HEALTH & WELFARE FUND | ST. PETERS, MO | Other NONE | 116 | $3.4M | $11K |
| STELLAR MANUFACTURING COMPANY STELLAR MANUFACTURING 401(K) PLAN | SAUGET, IL | Other NONE | 148 | $2.6M | $16K |
| EASTERN MISSOURI CONCRETE, LLC EASTERN MISSOURI CONCRETE, LLC 401(K) PROFIT SHARING PLAN & TRUST | ST. LOUIS, MO | Advisor / Consultant ADVISOR | 69 | $1.9M | $8K |
| EASTERN MISSOURI CONCRETE, LLC EASTERN MISSOURI CONCRETE, LLC 401(K) PROFIT SHARING PLAN & TRUST | ST. LOUIS, MO | Advisor / Consultant ADVISOR | 80 | $1.5M | $8K |
| DAVIDSON LOGISTICS, INC. DAVIDSON LOGISTICS, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | BRIDGETON, MO | Other SERVICE PROVIDER | 108 | $1.4M | $4K |