WINGERT FINANCIAL SERVICES
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
7
Active participants
24,420
Total plan assets
$16.3M
Filings (rows)
7
Direct comp
$78K
Indirect comp
$0
SERVICES PROVIDED
Other7
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN | MUKILTEO, WA | Other NONE | 6,522 | $3.4M | $9K |
| BOARD OF TRUSTEES, WASHINGTON TECHNOLOGY INDUSTRY WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN | MUKILTEO, WA | Other NONE | 4,649 | $2.6M | $14K |
| WASHINGTON AUTOMOTIVE INDUSTRY ASSOCIATION HEALTH TRUST WASHINGTON AUTOMOTIVE INDUSTRY ASSOCIATION HEALTH TRUST | MUKILTEO, WA | Other NONE | 2,768 | $2.6M | $13K |
| WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN | MUKILTEO, WA | Other NONE | 4,794 | $2.5M | $10K |
| WASHINGTON AUTOMOTIVE INDUSTRY ASSOCIATION HEALTH TRUST WASHINGTON AUTOMOTIVE INDUSTRY ASSOCIATION HEALTH TRUST | MUKILTEO, WA | Other NONE | 2,534 | $2.4M | $11K |
| WASHINGTON AUTOMOTIVE INDUSTRY ASSOCIATION HEALTH TRUST WASHINGTON AUTOMOTIVE INDUSTRY ASSOCIATION HEALTH TRUST | MUKILTEO, WA | Other NONE | 2,539 | $2.3M | $15K |
| WASHINGTON RETAIL HEALTH TRUST WASHINGTON RETAIL HEALTH TRUST PLAN | SPOKANE, WA | Other | 614 | $507K | $6K |