CALTON & ASSOCIATES
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
6
Active participants
1,009
Total plan assets
$41.8M
Filings (rows)
6
Direct comp
$66K
Indirect comp
$73K
SERVICES PROVIDED
Other3
Advisor / Consultant2
Broker1
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DC ENGINEERING, INC. DC ENGINEERING 401(K) PLAN | MERIDIAN, ID | Other INVESTMENT/FINANCIAL ADVI | 194 | $13.5M | $16K |
| DC ENGINEERING, INC. DC ENGINEERING 401(K) PLAN | MERIDIAN, ID | Advisor / Consultant INVESTMENT ADVISOR | 183 | $10.6M | $27K |
| WCCO BELTING, INC. WCCO BELTING, INC. 401(K) PROFIT SHARING PLAN & TRUST | WAHPETON, ND | Broker BROKER/ADVISER | 304 | $9.7M | $0 |
| DC ENGINEERING, INC. DC ENGINEERING 401(K) PLAN | MERIDIAN, ID | Advisor / Consultant INVESTMENT ADVISOR | 172 | $8.0M | $24K |
| MANGINI-LAKHIA PATHOLOGY LABORATORY, P.A. MANGINI-LAKHIA PROFIT SHARING PLAN | HOUSTON, TX | Other | 82 | — | $0 |
| MANGINI-LAKHIA PATHOLOGY LABORATORY, P.A. MANGINI-LAKHIA PROFIT SHARING PLAN | HOUSTON, TX | Other | 74 | — | $0 |