CARSON WEALTH

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

234

Total plan assets

$14.9M

Filings (rows)

Direct comp

$32K

Indirect comp

Showing only "CARSON WEALTH"

View all 2 variants aggregated →

CARSON WEALTH MANAGEMENT6 CARSON WEALTH2

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
WINN-MARION BARBER, LLC WM 401(K) PLAN	CENTENNIAL, CO	Advisor / Consultant	234	$14.9M	$25K	$0
WINN-MARION BARBER, LLC WM 401(K) PLAN	CENTENNIAL, CO	Advisor / Consultant	0	$0	$7K	$0