CARSON ALLARIA 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

Active participants

1,017

Total plan assets

$87.3M

Filings (rows)

Direct comp

$156K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
UTILITRA LLC FMS 401(K) PROFIT SHARING PLAN AND TRUST	EDWARDSVILLE, IL	Advisor / Consultant	350	$35.5M	$62K	$0
UTILITRA LLC FMS 401(K) PROFIT SHARING PLAN AND TRUST	EDWARDSVILLE, IL	Advisor / Consultant