Form 5500 Search

WBG 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
13
Active participants
4,723
Total plan assets
$434.5M
Filings (rows)
13
Direct comp
$369K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant13

Top plans served

All 13 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HUNTER ROBERTS CONSTRUCTION GROUP, LLC
HUNTER ROBERTS CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING PLAN
NEW YORK, NY
Advisor / Consultant
CONSULTANT
312$119.2M$33K
HUNTER ROBERTS CONSTRUCTION GROUP, LLC
HUNTER ROBERTS CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING PLAN
NEW YORK, NY
Advisor / Consultant
CONSULTANT
313$102.7M$60K
BENCHMARK EDUCATION COMPANY LLC
BENCHMARK EDUCATION COMPANY PROFIT SHARING 401(K) PLAN
NEW ROCHELLE, NY
Advisor / Consultant
ADVISOR
640$43.4M$26K
BENCHMARK EDUCATION COMPANY LLC
BENCHMARK EDUCATION COMPANY PROFIT SHARING 401(K) PLAN
NEW ROCHELLE, NY
Advisor / Consultant
ADVISOR
496$33.2M$26K
BENCHMARK EDUCATION COMPANY LLC
BENCHMARK EDUCATION COMPANY PROFIT SHARING 401(K) PLAN
NEW ROCHELLE, NY
Advisor / Consultant
ADVISOR
454$25.7M$26K
BROOKLYN PROSPECT CHARTER SCHOOL
BROOKLYN PROSPECT CHARTER SCHOOL RETIREMENT PLAN
BROOKLYN, NY
Advisor / Consultant
INVESTMENT ADVISOR
285$18.3M$34K
BARKBOX, INC.
BARKBOX, INC. 401(K) PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
405$16.3M$26K
BROOKLYN PROSPECT CHARTER SCHOOL
BROOKLYN PROSPECT CHARTER SCHOOL RETIREMENT PLAN
BROOKLYN, NY
Advisor / Consultant
INVESTMENT ADVISOR
250$15.7M$26K
OUR WORLD NEIGHBORHOOD CHARTER SCHOOL
OUR WORLD NEIGHBORHOOD CHARTER SCHOOL 401(K) PLAN
ASTORIA, NY
Advisor / Consultant
INVESTMENT ADVISORY PLAN
184$14.9M$26K
OUR WORLD NEIGHBORHOOD CHARTER SCHOOL
OUR WORLD NEIGHBORHOOD CHARTER SCHOOL 401(K) PLAN
ASTORIA, NY
Advisor / Consultant
INVESTMENT ADVISORY PLAN
178$12.1M$21K
BROOKLYN PROSPECT CHARTER SCHOOL
BROOKLYN PROSPECT CHARTER SCHOOL RETIREMENT PLAN
BROOKLYN, NY
Advisor / Consultant
INVESTMENT ADVISOR
426$11.8M$23K
BARKBOX, INC.
BARKBOX, INC. 401(K) PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
613$11.0M$21K
OUR WORLD NEIGHBORHOOD CHARTER SCHOOL
OUR WORLD NEIGHBORHOOD CHARTER SCHOOL 401(K) PLAN
ASTORIA, NY
Advisor / Consultant
INVESTMENT ADVISORY PLAN
167$10.1M$21K