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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Utilitra LLC FMS 401(k) Profit Sharing Plan and Trust · all filings	EDWARDSVILLE, IL	Advisor / Consultant	350	$35.5M	$62K	$0
Utilitra LLC FMS 401(k) Profit Sharing Plan and Trust · all filings	EDWARDSVILLE, IL	Advisor / Consultant	343	$29.0M	$50K	$0
Utilitra LLC FMS 401(k) Profit Sharing Plan and Trust · all filings	EDWARDSVILLE, IL	Advisor / Consultant	324	$22.8M	$44K	$0