· 2022–2024 · DOL EFAST2
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Abound Wealth Mgmt
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
1
Active participants
102,051
Total plan assets
$30.8B
Filings (rows)
1
Direct comp
$17K
Indirect comp
$0
Showing only "ABOUND WEALTH MGMT"
View all 4 variants aggregated →
ABOUND WEALTH MANAGEMENT
35
ABOUND WEALTH MANAGEMNET
1
ABOUND WEALTH
1
ABOUND WEALTH MGMT
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Apple Inc.
Apple 401(k) Plan ·
all filings
CUPERTINO, CA
Advisor / Consultant
102,051
$30.8B
$17K
$0
Abound Wealth Mgmt — Form 5500 Service Provider Profile | Form 5500 Search