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

Active participants

5,299

Total plan assets

$749.5M

Filings (rows)

Direct comp

$24K

Indirect comp

$132K

Aggregating 2 name variants under "WEALTH ADVISORS"

Click a variant to view it alone

WEALTH ADVISORS OF IOWA3 WEALTH ADVISORS GROUP3

SERVICES PROVIDED

Advisor / Consultant3

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Toledo Clinic, Inc. Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust · all filings	TOLEDO, OH	Investment manager	1,520	$261.0M	$8K	$0
Toledo Clinic, Inc. Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust · all filings	TOLEDO, OH	Investment manager	1,528	$224.0M	$8K	$0
Toledo Clinic, Inc. Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust · all filings	TOLEDO, OH	Investment manager	1,495	$188.7M	$8K	$0
McClure Engineering Co. McClure Engineering Co. Retirement Plan · all filings	CLIVE, IA	Advisor / Consultant	265	$30.8M	$0	$52K
McClure Engineering Co. McClure Engineering Co. Retirement Plan · all filings	CLIVE, IA	Advisor / Consultant	263	$25.4M	$0	$41K
McClure Engineering Co. McClure Engineering Co. Retirement Plan · all filings	CLIVE, IA	Advisor / Consultant	228	$19.6M	$0	$39K