BRIAN WELLS
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
2
Active participants
2,137
Total plan assets
$1.2B
Filings (rows)
2
Direct comp
$26K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant2
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COMMUNITYAMERICA CREDIT UNION DIRECTED ACCOUNT PLAN | LENEXA, KS | Advisor / Consultant ADVISOR | 1,116 | $591.9M | $15K |
| COMMUNITYAMERICA CREDIT UNION DIRECTED ACCOUNT PLAN | LENEXA, KS | Advisor / Consultant ADVISOR | 1,021 | $563.4M | $11K |