CAVU 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

1,781

Total plan assets

$47.1M

Filings (rows)

Direct comp

$76K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
20/20 PLUMBING & HEATING, INC. 20/20 PLUMBING & HEATING, INC. 401(K) PLAN	RIVERSIDE, CA	Advisor / Consultant INVESTMENT ADVISOR	578	$19.1M	$33K
20/20 PLUMBING & HEATING, INC. 20/20 PLUMBING & HEATING, INC. 401(K) PLAN	RIVERSIDE, CA	Advisor / Consultant INVESTMENT ADVISOR	851	$16.6M	$20K
TOMATOES EXTRAORDINAIRE, INC. DBA SPECIALTY PRODUCE