BARLETT & CO 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

538

Total plan assets

$34.5M

Filings (rows)

Direct comp

$105K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
PARKER PLASTICS, INC. PARKER PLASTICS, INC. 401(K) PROFIT SHARING PLAN	PLEASANT PRAIRIE, WI	Advisor / Consultant INVESTMENT ADVISOR	274	$17.5M	$53K
PARKER PLASTICS, INC. PARKER PLASTICS, INC. 401(K) PROFIT SHARING PLAN	PLEASANT PRAIRIE, WI	Advisor / Consultant INVESTMENT ADVISOR	264	$17.0M	$52K