CARLIN WEALTH MANAGEMENT GROUP

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

160

Total plan assets

$8.0M

Filings (rows)

Direct comp

$20K

Indirect comp

SERVICES PROVIDED

Other1

Advisor / Consultant1

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
A WORLD FOR CHILDREN A WORLD FOR CHILDREN 401(K) PLAN	ROUND ROCK, TX	Advisor / Consultant ADVISORY	79	$4.3M	$14K
A WORLD FOR CHILDREN A WORLD FOR CHILDREN 401(K) PLAN	ROUND ROCK, TX	Other SERVICE PROVIDER	81	$3.7M	$6K