Form 5500 Search

WEALTH ALLIANCE

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
15
Active participants
8,515
Total plan assets
$290.3M
Filings (rows)
15
Direct comp
$559K
Indirect comp
$0
Aggregating 2 name variants under "WEALTH ALLIANCE"

SERVICES PROVIDED

Other6
Advisor / Consultant5
Broker4

Top plans served

All 15 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HINKLE LAW FIRM LLC
HINKLE LAW FIRM LLC 401(K) EMPLOYEE BENEFIT PLAN
WICHITA, KS
Other
NONE
122$40.8M$50K
HINKLE LAW FIRM LLC
HINKLE LAW FIRM LLC 401(K) EMPLOYEE BENEFIT PLAN
WICHITA, KS
Other
NONE
104$38.4M$50K
GREAT PLAINS VENTURES, INC.
GPV 401(K) RETIREMENT PLAN
WICHITA, KS
Other
INVESTMENT/FINANCIAL ADVI
334$33.3M$82K
HINKLE LAW FIRM LLC
HINKLE LAW FIRM LLC 401(K) EMPLOYEE BENEFIT PLAN
WICHITA, KS
Other
NONE
113$31.6M$50K
GREAT PLAINS VENTURES, INC.
GPV 401(K) RETIREMENT PLAN
WICHITA, KS
Other
INVESTMENT/FINANCIAL ADVI
355$31.3M$67K
GREAT PLAINS VENTURES, INC.
GPV 401(K) RETIREMENT PLAN
WICHITA, KS
Other
INVESTMENT/FINANCIAL ADVI
381$25.5M$61K
LODGEWORKS PAYROLL, LLC
THE LODGEWORKS 401(K) PLAN
WICHITA, KS
Broker
BROKERAGE FIRM
845$21.2M$39K
LODGEWORKS PAYROLL, LLC
THE LODGEWORKS 401(K) PLAN
WICHITA, KS
Broker
BROKERAGE FIRM
728$17.8M$34K
HARRY HYNES MEMORIAL HOSPICE, INC.
HARRY HYNES MEMORIAL HOSPICE, INC. 403(B) PLAN
WICHITA, KS
Broker
BROKERAGE FIRM
177$17.3M$33K
LODGEWORKS PAYROLL, LLC
THE LODGEWORKS 401(K) PLAN
WICHITA, KS
Broker
BROKERAGE FIRM
673$15.3M$30K
AXIOM HEALTHCARE SERVICES, LLC
AXIOM 401(K) PLAN
WICHITA, KS
Advisor / Consultant
ADVISOR
903$5.5M$24K
AXIOM HEALTHCARE SERVICES, LLC
AXIOM 401(K) PLAN
WICHITA, KS
Advisor / Consultant
ADVISOR
700$4.6M$17K
AXIOM HEALTHCARE SERVICES, LLC
AXIOM 401(K) PLAN
WICHITA, KS
Advisor / Consultant
ADVISOR
516$3.3M$15K
OXFORD MANAGEMENT GROUP, LLC
OXFORD MANAGEMENT GROUP, LLC 401(K) PLAN
WICHITA, KS
Advisor / Consultant
INV ADVISOR
624$2.5M$6K
OXFORD MANAGEMENT GROUP, LLC 401(K) PLAN
OXFORD MANAGEMENT GROUP, LLC 401(K) PLAN
WICHITA, KS
Advisor / Consultant
INV ADVISOR
1,940$1.9M$2K
WEALTH ALLIANCE — Form 5500 Service Provider Profile | Form 5500 Search