Filings through .
Provenance Wealth Advisors
Matched across 6 name variants in the filings
Provenance Wealth Advisors summary
Provenance Wealth Advisors appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $761M in assets for 13,007 participants. The median client plan holds $21.9M. Most client plans are sponsored in FL, TX and AL. The largest clients by plan assets are Primesource Building Products, Inc., Everglades College, Inc. and Master-Halco, Inc.. Plans reported $1.1M in direct and indirect compensation paid to Provenance Wealth Advisors. The median is $44K per plan.
- Participants
- 13,007
- Median plan assets
- $21.9M
- Median plan participants
- 497
- Median fees per plan
- $44K
- Schedule C direct + indirect
Top 16 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Primesource Building Products, Inc. | TX | $211M | 3,263 |
| Everglades College, Inc. | FL | $156M | 3,142 |
| Master-Halco, Inc. | TX | $85.8M | 1,575 |
| Multiquip Inc. | CA | $76.1M | 709 |
| Motor-Services Hugo Stamp, Inc. | FL | $74.8M | 630 |
| Alta Forest Products, LLC | WA | $32.3M | 578 |
| Inline Electric Supply Co., Inc. | AL | $30.5M | 688 |
| Definiti, LLC | NC | $26.7M | 416 |
| Chauvet & Sons, LLC. | FL | $17.1M | 331 |
| Global Maritek Systems, Inc. | FL | $12.3M | 174 |
| O2 Media, Inc. | FL | $9.5M | 313 |
| The Keyes Company | FL | $9.1M | 202 |
| R.L. Schreiber, Inc. | FL | $8.0M | 129 |
| Allied Stone, Inc. | TX | $6.8M | 700 |
| Pure Source, LLC | FL | $4.8M | 157 |
| JL Audio, Inc. | FL | $0 | 0 |
- TXParticipants 3,263
- FLParticipants 3,142
- Master-Halco, Inc.$85.8MTXParticipants 1,575
- Multiquip Inc.$76.1MCAParticipants 709
- FLParticipants 630
- WAParticipants 578
- ALParticipants 688
- Definiti, LLC$26.7MNCParticipants 416
- Chauvet & Sons, LLC.$17.1MFLParticipants 331
- FLParticipants 174
- O2 Media, Inc.$9.5MFLParticipants 313
- The Keyes Company$9.1MFLParticipants 202
- R.L. Schreiber, Inc.$8.0MFLParticipants 129
- Allied Stone, Inc.$6.8MTXParticipants 700
- Pure Source, LLC$4.8MFLParticipants 157
- FLParticipants 0
Top client states
- FL9 plans
- TX3 plans
- AL1 plan
- CA1 plan
- NC1 plan
Frequently asked questions
- Who uses Provenance Wealth Advisors?
- 16 retirement plans list Provenance Wealth Advisors as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Primesource Building Products, Inc., Everglades College, Inc., Master-Halco, Inc., Multiquip Inc. and Motor-Services Hugo Stamp, Inc.. Most client plans are sponsored in FL, TX and AL.
- How many plans does Provenance Wealth Advisors serve?
- Provenance Wealth Advisors serves 16 retirement plans with $761M in plan assets and 13,007 participants, based on the latest Form 5500 filings through 2024.
- What does Provenance Wealth Advisors charge?
- Plans reported $1.1M in total Schedule C compensation paid to Provenance Wealth Advisors. The median plan paid $44K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served16+1 YoYRank #1022 of mapped providers
Assets under administration$761M0.0%Rank #5506 by share of filed assets
Fees received$1MMedian $43,505/planSum across Schedule C direct + indirect
Net wins YoY+03 won - 3 lostPlan-level switch detection
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