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
6
Active participants
5,299
Total plan assets
$749.5M
Filings (rows)
6
Direct comp
$24K
Indirect comp
$132K
Aggregating 2 name variants under "WEALTH ADVISORS"
SERVICES PROVIDED
Other3
Advisor / Consultant3
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO, OH | Other NONE | 1,520 | $261.0M | $8K |
| TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO, OH | Other NONE | 1,528 | $224.0M | $8K |
| TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO, OH | Other NONE | 1,495 | $188.7M | $8K |
| MCCLURE ENGINEERING CO. MCCLURE ENGINEERING CO. RETIREMENT PLAN | CLIVE, IA | Advisor / Consultant INVESTMENT ADVISORY | 265 | $30.8M | $0 |
| MCCLURE ENGINEERING CO. MCCLURE ENGINEERING CO. RETIREMENT PLAN | CLIVE, IA | Advisor / Consultant INVESTMENT ADVISORY | 263 | $25.4M | $0 |
| MCCLURE ENGINEERING CO. MCCLURE ENGINEERING CO. RETIREMENT PLAN | CLIVE, IA | Advisor / Consultant INVESTMENT ADVISORY | 228 | $19.6M | $0 |