Capital Advisors Wealth Mgmt

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

1,389

Total plan assets

$119.3M

Filings (rows)

Direct comp

$228K

Indirect comp

Showing only "CAPITAL ADVISORS WEALTH MGMT"

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CAPITAL ADVISORS21 CAPITAL ADVISORS WEALTH MGMT6 CAPITAL ADVISORS WEALTH MANAGEMENT1 CAPITAL ADVISORS DBA MEMBER1

SERVICES PROVIDED

Advisor / Consultant6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
G S Long Co Inc. G S Long Co Inc. 401(k) Profit Sharing Plan · all filings	UNION GAP, WA	Advisor / Consultant	176	$33.7M	$47K	$0
G S Long Co Inc. G S Long Co Inc. 401(k) Profit Sharing Plan · all filings	UNION GAP, WA	Advisor / Consultant	177	$28.2M	$38K	$0
G S Long Co Inc. G S Long Co Inc. 401(k) Profit Sharing Plan · all filings	UNION GAP, WA	Advisor / Consultant	165	$23.4M	$35K	$0
Orchard and Vineyard Supply, LLC OVS 401(k) Retirement Plan · all filings	YAKIMA, WA	Advisor / Consultant	318	$11.6M	$26K	$0
Orchard and Vineyard Supply, LLC OVS 401(k) Retirement Plan · all filings	YAKIMA, WA	Advisor / Consultant	252	$11.4M	$42K	$0
Orchard and Vineyard Supply, LLC OVS 401(k) Retirement Plan · all filings	YAKIMA, WA	Advisor / Consultant	301	$11.0M	$41K	$0