Wealth Coach Services

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

2,235

Total plan assets

$84.2M

Filings (rows)

Direct comp

$136K

Indirect comp

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CDR Maguire, Inc. CDR Companies 401(k) Plan · all filings	MIAMI, FL	Other service providers	784	$36.9M	$69K	$0
CDR Maguire, Inc. CDR Companies 401(k) Plan · all filings	MIAMI, FL	Other service providers	775	$32.6M	$37K	$0
CDR Maguire, Inc. Maguire Flexsaver Plan · all filings	MIAMI, FL	Other service providers	676	$14.7M	$30K	$0