WEDBUSH SECURITIES
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
17
Active participants
3,056
Total plan assets
$186.2M
Filings (rows)
17
Direct comp
$727K
Indirect comp
$0
SERVICES PROVIDED
Other11
Advisor / Consultant4
Broker2
Top plans served
All 17 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DATAPRISE, LLC DATAPRISE, LLC 401(K) PLAN | ROCKVILLE, MD | Other NONE | 377 | $22.9M | $58K |
| LIFERAY, INC. LIFERAY, INC. 401(K) PROFIT SHARING PLAN | DIAMOND BAR, CA | Advisor / Consultant INVESTMENT ADVISOR | 207 | $22.7M | $49K |
| PERFORMANCE LIGHTING SYSTEMS, IN PERFORMANCE LIGHTING SYSTEMS 401(K) PLAN | IRVINE, CA | Other INVESTMENT/FINANCIAL ADVI | 129 | $19.8M | $89K |
| LIFERAY, INC. LIFERAY, INC. 401(K) PROFIT SHARING PLAN | DIAMOND BAR, CA | Advisor / Consultant INVESTMENT ADVISOR | 240 | $19.3M | $40K |
| DATAPRISE, LLC DATAPRISE, LLC 401(K) PLAN | ROCKVILLE, MD | Other NONE | 354 | $17.6M | $52K |
| PERFORMANCE LIGHTING SYSTEMS, IN PERFORMANCE LIGHTING SYSTEMS 401(K) PLAN | IRVINE, CA | Other INVESTMENT/FINANCIAL ADVI | 127 | $16.6M | $71K |
| LIFERAY, INC. LIFERAY, INC. 401(K) PROFIT SHARING PLAN | DIAMOND BAR, CA | Advisor / Consultant INVESTMENT ADVISOR | 276 | $15.3M | $38K |
| TWIN BORO MANAGEMENT, LLC TWIN BORO PHYSICAL THERAPY ASSOCIATES, P.A. RETIREMENT PLAN AND TRUST | CANFORD, NJ | Other NONE | 331 | $14.2M | $37K |
| PERFORMANCE LIGHTING SYSTEMS, IN PERFORMANCE LIGHTING SYSTEMS 401(K) PLAN | IRVINE, CA | Other INVESTMENT/FINANCIAL ADVI | 124 | $13.4M | $67K |
| TWIN BORO MANAGEMENT, LLC TWIN BORO PHYSICAL THERAPY ASSOCIATES, P.A. RETIREMENT PLAN AND TRUST | CLARK, NJ | Other NONE | 271 | $11.2M | $35K |
| HARGROVE ELECTRIC CO., INC. HARGROVE ELECTRIC CO., INC. PROFIT SHARING PLAN | DALLAS, TX | Broker BROKERAGE FIRM | 47 | $3.8M | $55K |
| HARGROVE ELECTRIC CO., INC. HARGROVE ELECTRIC CO., INC. PROFIT SHARING PLAN | DALLAS, TX | Broker BROKERAGE FIRM | 47 | $3.6M | $50K |
| CALIFORNIA MARINE CLEANING CALIFORNIA MARINE CLEANING 401(K) PROFIT SHARING PLAN | SAN DIEGO, CA | Other INVESTMENT/FINANCIAL ADVI | 215 | $2.7M | $11K |
| CALIFORNIA MARINE CLEANING CALIFORNIA MARINE CLEANING 401(K) PROFIT SHARING PLAN | PEARL CITY, HI | Other INVESTMENT/FINANCIAL ADVI | 171 | $1.6M | $7K |
| HOLMAN PROFESSIONAL COUNSELING CENTERS HOLMAN PROFESSIONAL COUNSELING 401K PLAN | CANOGA PARK, CA | Other INVESTMENT/FINANCIAL ADVI | 44 | $1.5M | $9K |
| CLIQUE BRANDS, INC. CLIQUE BRANDS, INC. 401(K) PROFIT SHARING PLAN | WEST HOLLYWOOD, CA | Advisor / Consultant ADVISOR | 96 | $21K | $16K |
| TWIN BORO MANAGEMENT, LLC TWIN BORO PHYSICAL THERAPY ASSOCIATES, P. A. RETIREMENT PLAN AND TRUST | ATLANTA, GA | Other NONE | 0 | $0 | $42K |
