ALLEGIS/ADAMS WEALTH ADVISORS
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
3
Active participants
271
Total plan assets
$24.6M
Filings (rows)
3
Direct comp
$46K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THOMAS EDISON CHARTER SCHOOL TECS 401(K) PROFIT SHARING PLAN | NORTH LOGAN, UT | Advisor / Consultant ADVISOR | 92 | $9.8M | $18K |
| THOMAS EDISON CHARTER SCHOOL TECS 401(K) PROFIT SHARING PLAN | NORTH LOGAN, UT | Advisor / Consultant ADVISOR | 92 | $8.1M | $15K |
| THOMAS EDISON CHARTER SCHOOL TECS 401(K) PROFIT SHARING PLAN | NORTH LOGAN, UT | Advisor / Consultant ADVISOR | 87 | $6.6M | $13K |