Active Core-Custom to Targetdate CI

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

Total plan assets

$7.7M

Filings (rows)

Direct comp

$3K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
WCP Developers, LLC Wathen Castanos Homes 401(k) Plan · all filings	CLOVIS, CA	Advisor / Consultant	14	$7.7M	$3K	$0