WHEELER RETIREMENT PLANS
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
8
Active participants
9,128
Total plan assets
$432.9M
Filings (rows)
8
Direct comp
$569K
Indirect comp
$0
SERVICES PROVIDED
Other5
Advisor / Consultant3
Top plans served
All 8 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| STANDARD RETIREMENT SERVICES, INC. WRP CONGLOMERATE RETIREMENT SAVINGS PLAN | PORTLAND, OR | Other NONE | 3,078 | $139.1M | $249K |
| STANDARD RETIREMENT SERVICES, INC. WA/DF CONGLOMERATE 401(K)/PROFIT SHARING PLAN | PORTLAND, OR | Other NONE | 2,993 | $111.2M | $174K |
| GRANICUS, LLC GRANICUS, LLC 401(K) | WASHINGTON, DC | Other NONE | 1,169 | $57.1M | $74K |
| GRANICUS, LLC GRANICUS, LLC 401(K) | SAINT PAUL, MN | Other NONE | 935 | $47.0M | $15K |
| PARK INDUSTRIES, INC. PARK INDUSTRIES, INC. 401(K) PLAN | ST. CLOUD, MN | Advisor / Consultant INVESTMENT ADVISOR | 314 | $35.5M | $28K |
| SIMPLEVIEW SIMPLEVIEW 401(K) PLAN | TUCSON, AZ | Other INVESTMENT/FINANCIAL ADVI | 326 | $22.5M | $8K |
| ROCK SOLID TECHNOLOGIES, INC. ROCK SOLID TECHNOLOGIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF ROCK SOLID TECHNOLOGIES, INC. | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 158 | $10.8M | $17K |
| ROCK SOLID TECHNOLOGIES, INC. ROCK SOLID TECHNOLOGIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF ROCK SOLID TECHNOLOGIES, INC. | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 155 | $9.6M | $3K |