Apella Wealth

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

154

Total plan assets

$27.4M

Filings (rows)

Direct comp

$19K

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
National University of Health Sciences National University of Health Sciences Defined Contribution Retirement Plan · all filings	LOMBARD, IL	Advisor / Consultant	154	$27.4M	$19K	$0