WEALTH QUARTERBACK
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
3
Active participants
9,932
Total plan assets
$1.6B
Filings (rows)
3
Direct comp
$266K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant2
Other1
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PITNEY BOWES INC. PITNEY BOWES INC. 401(K) PLAN | STAMFORD, CT | Other NONE | 9,600 | $1.5B | $10K |
| ALLIED PHYSICIANS GROUP PLLC ALLIED PHYSICIANS GROUP PLLC 401(K) AND PROFIT SHARING PLAN | MELVILLE, NY | Advisor / Consultant ADVISOR | 332 | $46.6M | $176K |
| ALLIED PHYSICIANS GROUP PLLC ALLIED PHYSICIANS GROUP PLLC 401(K) AND PROFIT SHARING PLAN | MELVILLE, NY | Advisor / Consultant ADVISOR | 0 | $0 | $80K |