WISDOM WEALTH
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
6
Active participants
49,413
Total plan assets
$43.4B
Filings (rows)
6
Direct comp
$260K
Indirect comp
$0
Aggregating 2 name variants under "WISDOM WEALTH"
SERVICES PROVIDED
Other4
Advisor / Consultant2
Top plans served
All 6 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 | $78K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $67K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $66K |
| MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. PROFIT SHARING PLAN | COLUMBUS, OH | Other NONE | 136 | $133.2M | $21K |
| MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. PROFIT SHARING PLAN | COLUMBUS, OH | Other NONE | 128 | $107.4M | $14K |
| MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. PROFIT SHARING PLAN | COLUMBUS, OH | Other NONE | 129 | $93.7M | $14K |