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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
20/20 Plumbing & Heating, Inc. 20/20 Plumbing & Heating, Inc. 401(k) Plan · all filings	RIVERSIDE, CA	Advisor / Consultant	578	$19.1M	$33K	$0
20/20 Plumbing & Heating, Inc. 20/20 Plumbing & Heating, Inc. 401(k) Plan · all filings	RIVERSIDE, CA	Advisor / Consultant	851	$16.6M	$20K	$0
Tomatoes Extraordinaire, Inc. DBA Specialty Produce Tomatoes Extraordinaire, Inc. 401(k) Plan · all filings	SAN DIEGO, CA	Advisor / Consultant	175	$6.5M	$14K	$0
Tomatoes Extraordinaire, Inc. DBA Specialty Produce Tomatoes Extraordinaire, Inc. 401(k) Plan · all filings	SAN DIEGO, CA	Advisor / Consultant	177	$5.0M	$10K	$0