BRANCHE JONES

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

5,457

Total plan assets

$9.3M

Filings (rows)

Direct comp

$76K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CALIFORNIA CHARTER SCHOOLS EWBT CCSA EMPLOYEE BENEFIT WELFARE TRUST DBA CHARTERLIFE C/O BRMS	FOLSOM, CA	Advisor / Consultant CONSULTANT	2,079	$5.0M	$25K
CALIFORNIA CHARTER SCHOOLS EWBT CCSA EMPLOYEE BENEFIT WELFARE TRUST DBA CHARTERLIFE C/O BRMS	FOLSOM, CA	Advisor / Consultant CONSULTANT	1,660	$3.0M	$25K
CALIFORNIA CHARTER SCHOOLS EWBT