WCG WEALTH
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
12
Active participants
89,827
Total plan assets
$33.9B
Filings (rows)
12
Direct comp
$367K
Indirect comp
$0
Aggregating 2 name variants under "WCG WEALTH"
SERVICES PROVIDED
Advisor / Consultant11
Other1
Top plans served
All 12 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $6K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $10K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $8K |
| WEBCO GROUP HOLDINGS, INC. WEBCO GROUP HOLDINGS, INC. ESOP/401(K) PLAN | OLATHE, KS | Advisor / Consultant ADVISOR | 200 | $46.4M | $17K |
| WEBCO GROUP HOLDINGS, INC. WEBCO GROUP HOLDINGS, INC. ESOP/401(K) PLAN | OLATHE, KS | Advisor / Consultant ADVISOR | 217 | $38.7M | $3K |
| SPECIALIZED DENTAL PARTNERS, LLC SPECIALIZED DENTAL PARTNERS 401(K) PLAN | FRANKLIN, TN | Advisor / Consultant INVESTMENT ADVISOR | 1,606 | $38.4M | $49K |
| U.S. ENDO SS PAYROLL, LLC US ENDO PARTNERS OPCO, LLC 401(K) AND PROFIT SHARING PLAN | IRVING, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,279 | $26.6M | $37K |
| PILLEN FAMILY FARMS, INC. PILLEN FAMILY FARMS, INC. 401(K) PLAN | COLUMBUS, NE | Advisor / Consultant INVESTMENT ADVISOR | 822 | $23.6M | $40K |
| PILLEN FAMILY FARMS, INC. PILLEN FAMILY FARMS, INC. 401(K) PLAN | COLUMBUS, NE | Advisor / Consultant INVESTMENT ADVISOR | 960 | $17.7M | $28K |
| CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS CALCON FAMILY OF COMPANIES 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant RIA, RI, IA | 334 | $16.8M | $72K |
| CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS CALCON FAMILY OF COMPANIES 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant RIA, RI, IA | 269 | $11.9M | $52K |
| CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS CALCON FAMILY OF COMPANIES 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant RIA, RI, IA | 348 | $9.1M | $44K |