WEALTH PLAN
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
26
Active participants
29,678
Total plan assets
$1.3B
Filings (rows)
26
Direct comp
$1.2M
Indirect comp
$0
Aggregating 6 name variants under "WEALTH PLAN"
SERVICES PROVIDED
Advisor / Consultant16
Other10
Top plans served
All 26 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HELPSIDE INC. HELPSIDE INC. 401(K) PLAN | LINDON, UT | Advisor / Consultant INVESTMENT ADVISORY - PLA | 9,010 | $233.9M | $65K |
| HELPSIDE INC. HELPSIDE INC. 401(K) PLAN | LINDON, UT | Advisor / Consultant INVESTMENT ADVISORY - PLA | 9,761 | $197.9M | $22K |
| BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I | WALNUT CREEK, CA | Other RETAINED BY EMPLOYER | 999 | $160.0M | $108K |
| BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I | WALNUT CREEK, CA | Other RETAINED BY EMPLOYER | 978 | $132.0M | $82K |
| BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I | WALNUT CREEK, CA | Other RETAINED BY EMPLOYER | 861 | $99.0M | $69K |
| CREDIT ONE BANK, NATIONAL ASSOCIATION CREDIT ONE BANK, N. A. 401(K) PLAN AND TRUST | LAS VEGAS, NV | Other NONE | 778 | $59.5M | $55K |
| JOHN STAURULAKIS, LLC JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN | GREENBELT, MD | Advisor / Consultant INV ADVISOR | 497 | $55.6M | $51K |
| JOHN STAURULAKIS, LLC JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN | GREENBELT, MD | Advisor / Consultant INV ADVISOR | 548 | $45.6M | $13K |
| FAMILY HEALTH CARE OF SIOUXLAND, PLC FAMILY HEALTH CARE OF SIOUXLAND, PLC 401(K) PROFIT SHARING PLAN | SIOUX CITY, IA | Other REGISTERED INVEST ADV | 249 | $40.5M | $58K |
| PANDO LLC PANDO 401(K) PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT MANAGEMENT | 1,835 | $38.3M | $83K |
| FAMILY HEALTH CARE OF SIOUXLAND, PLC FAMILY HEALTH CARE OF SIOUXLAND, PLC 401(K) PROFIT SHARING PLAN | SIOUX CITY, IA | Other REGISTERED INVEST ADV | 239 | $36.0M | $48K |
| AUGUSTA ENT, P.C. AUGUSTA ENT, P.C. 401(K) PROFIT SHARING PLAN | EVANS, GA | Advisor / Consultant INVESTMENT ADVISOR | 189 | $34.1M | $35K |
| FAMILY HEALTH CARE OF SIOUXLAND, PLC FAMILY HEALTH CARE OF SIOUXLAND, PLC 401(K) PROFIT SHARING PLAN | SIOUX CITY, IA | Advisor / Consultant INVESTMENT ADVISOR | 213 | $30.2M | $45K |
| AUGUSTA ENT, P.C. AUGUSTA ENT, P.C. 401(K) PROFIT SHARING PLAN | EVANS, GA | Advisor / Consultant INVESTMENT ADVISOR | 171 | $28.1M | $8K |
| NEUROLOGICAL INSTITUTE OF SAVANNAH & CENTER FOR SPINE P.C. NEUROLOGICAL INSTITUTE PROFIT SHARING/401(K) PLAN | SAVANNAH, GA | Advisor / Consultant INVESTMENT ADVISOR | 85 | $22.3M | $25K |
| THE ALLIANCE GROUP ALLIANCE GROUP RETIREMENT PLAN | CHANDLER, AZ | Advisor / Consultant INVESTMENT ADVISOR | 1,609 | $21.8M | $124K |
| NEUROLOGICAL INSTITUTE OF SAVANNAH & CENTER FOR SPINE P.C. NEUROLOGICAL INSTITUTE PROFIT SHARING/401(K) PLAN | SAVANNAH, GA | Other REGISTERED INVESTMENT AD | 92 | $19.4M | $21K |
| MIDWEST SURGICAL HOSPITAL, LLC MIDWEST SURGICAL HOSPITAL, LLC 401(K) PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 126 | $15.2M | $35K |
| ENGINEERED CONTROLS INC. ECI/CD 401(K) PLAN | OMAHA, NE | Other ADVISER | 119 | $13.9M | $40K |
| MIDWEST SURGICAL HOSPITAL, LLC MIDWEST SURGICAL HOSPITAL, LLC 401(K) PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 119 | $13.0M | $29K |
| PANDO LLC PANDO 401(K) PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT MANAGEMENT | 678 | $12.9M | $19K |
| ENGINEERED CONTROLS INC. ECI/CD 401(K) PLAN | OMAHA, NE | Other ADVISER | 115 | $11.2M | $33K |
| MIDWEST SURGICAL HOSPITAL, LLC MIDWEST SURGICAL HOSPITAL, LLC 401(K) PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 121 | $11.1M | $28K |
| ENGINEERED CONTROLS INC. ECI/CD 401(K) PLAN | OMAHA, NE | Other ADVISER | 112 | $8.5M | $30K |
| MARSHALL ENGINES, INC. MARSHALL ENGINES, INC. 401(K) PROFIT SHARING PLAN | KEARNEY, NE | Advisor / Consultant ADVISOR | 174 | $5.0M | $17K |
| DAILY RACING FORM SERVICES, LLC DAILY RACING FORM SERVICES 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 0 | $0 | $25K |