Form 5500 Search

WT WEALTH MANAGEMENT

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
3
Active participants
10,913
Total plan assets
$1.1B
Filings (rows)
3
Direct comp
$110K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
NORTHERN ARIZONA HEALTHCARE CORP.
NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN
FLAGSTAFF, AZ
Advisor / Consultant
INVESTMENT ADVISOR
3,856$413.7M$50K
NORTHERN ARIZONA HEALTHCARE CORP.
NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN
FLAGSTAFF, AZ
Advisor / Consultant
ADVISOR
3,608$362.6M$37K
NORTHERN ARIZONA HEALTHCARE CORP.
NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN
FLAGSTAFF, AZ
Advisor / Consultant
ADVISOR
3,449$298.6M$23K