BROWN 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
2
Active participants
274
Total plan assets
$32.0M
Filings (rows)
2
Direct comp
$77K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant2
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COMPASS MORTGAGE, INC. COMPASS MORTGAGE, INC. 401(K) PLAN | WARRENVILLE, IL | Advisor / Consultant INVESTOR ADVISOR | 137 | $16.7M | $56K |
| COMPASS MORTGAGE, INC. COMPASS MORTGAGE, INC. 401(K) PLAN | WARRENVILLE, IL | Advisor / Consultant INVESTOR ADVISIOR | 137 | $15.3M | $21K |