· 2022–2024 · DOL EFAST2
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CENTRAL COAST 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
1
Active participants
112
Total plan assets
$7.3M
Filings (rows)
1
Direct comp
$6K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
BWC HOLDINGS, INC.
BWC HOLDINGS, INC. 401(K)
BOSTON, MA
Advisor / Consultant
112
$7.3M
$6K
$0
CENTRAL COAST WEALTH MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search
