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

2,664

Total plan assets

$9.1M

Filings (rows)

Direct comp

$22K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Health Insurance Associates LLC Health Insurance Associates 401(k) Plan · all filings	PORT ORANGE, FL	Advisor / Consultant	1,675	$5.4M	$12K	$0
Health Insurance Associates LLC Health Insurance Associates 401(k) Plan · all filings	PORT ORANGE, FL	Advisor / Consultant	989	$3.7M	$10K	$0