ACCURATE 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

Active participants

989

Total plan assets

$3.7M

Filings (rows)

Direct comp

$10K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
HEALTH INSURANCE ASSOCIATES LLC HEALTH INSURANCE ASSOCIATES 401(K) PLAN	PORT ORANGE, FL	Advisor / Consultant	989	$3.7M	$10K	$0