WELLINGTON WEALTH STRATEGIES
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
4
Active participants
51,620
Total plan assets
$10.2B
Filings (rows)
4
Direct comp
$175K
Indirect comp
$0
SERVICES PROVIDED
Other2
Advisor / Consultant2
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 23,089 | $5.4B | $34K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 24,252 | $4.6B | $23K |
| GAYLOR ELECTRIC, INC. GAYLOR ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | INDIANAPOLIS, IN | Advisor / Consultant ADVISOR | 2,620 | $80.4M | $98K |
| GAYLOR ELECTRIC, INC. GAYLOR ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | 1,659 | $62.2M | $20K |