WEALTHCARE ADVISORY
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
18
Active participants
54,394
Total plan assets
$43.3B
Filings (rows)
18
Direct comp
$414K
Indirect comp
$35K
Aggregating 2 name variants under "WEALTHCARE ADVISORY"
SERVICES PROVIDED
Advisor / Consultant11
Other7
Top plans served
All 18 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $13K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $10K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $10K |
| BARR & BARR, INC. EMPLOYEES' BENEFIT PLAN OF BARR & BARR, INC. | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 125 | $38.9M | $54K |
| BARR & BARR, INC. EMPLOYEES' BENEFIT PLAN OF BARR & BARR, INC. | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 118 | $38.6M | $58K |
| UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISORY | 916 | $35.9M | $0 |
| BARR & BARR, INC. EMPLOYEES' BENEFIT PLAN OF BARR & BARR, INC. | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 129 | $35.1M | $22K |
| UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISORY | 979 | $21.0M | $0 |
| UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISORY | 877 | $17.0M | $0 |
| BOWMAN ANDROS PRODUCTS, LLC BOWMAN ANDROS PRODUCTS 401(K) PROFIT SHARING PLAN | MOUNT JACKSON, VA | Other INVESTMENT/FINANCIAL ADVI | 392 | $13.0M | $28K |
| PARAGON BANK PARAGON BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 102 | $12.0M | $16K |
| JMA SOLUTIONS, LLC JMA SOLUTIONS, LLC 401(K) PLAN | WASHINGTON, DC | Other SERVICE PROVIDER | 98 | $9.3M | $44K |
| BOWMAN ANDROS PRODUCTS, LLC BOWMAN ANDROS PRODUCTS 401(K) PROFIT SHARING PLAN | MOUNT JACKSON, VA | Other INVESTMENT/FINANCIAL ADVI | 428 | $8.9M | $21K |
| JMA SOLUTIONS, LLC JMA SOLUTIONS, LLC 401(K) PLAN | WASHINGTON, DC | Other SERVICE PROVIDER | 100 | $8.9M | $45K |
| JMA SOLUTIONS, LLC JMA SOLUTIONS, LLC 401(K) PLAN | WASHINGTON, DC | Other SERVICE PROVIDER | 107 | $8.8M | $42K |
| PESTNOW OF VIRGINIA, LLC PESTNOW OF VIRGINIA, LLC 401(K) PLAN | STERLING, VA | Other INVESTMENT/FINANCIAL ADVI | 113 | $7.2M | $35K |
| COACHSOURCE LLC COACHSOURCE LLC 401(K) PROFIT SHARING PLAN & TRUST | FRANKLIN LAKES, NJ | Advisor / Consultant ADVISOR | 451 | $2.9M | $9K |
| COACHSOURCE LLC COACHSOURCE LLC 401(K) PROFIT SHARING PLAN & TRUST | FRANKLIN LAKES, NJ | Advisor / Consultant ADVISOR | 439 | $2.4M | $7K |