CIC 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

391

Total plan assets

$21.2M

Filings (rows)

Direct comp

$54K

Indirect comp

Aggregating 2 name variants under "CIC WEALTH"

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CIC WEALTH LLLC2 CIC WEALTH1

SERVICES PROVIDED

Advisor / Consultant2

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Clearview Consulting, Inc. Clearview Consulting, Inc. 401(k) Plan · all filings	OWINGS MILLS, MD	Advisor / Consultant	138	$10.5M	$30K	$0
Clearview Consulting, Inc. Clearview Consulting, Inc. 401(k) Plan · all filings	OWINGS MILLS, MD	Advisor / Consultant	143	$8.3M	$17K	$0
J.W. & Sons, Inc. J.W. & Sons, Inc. 401(k) Profit Sharing Plan · all filings	BALTIMORE, MD	Other service providers	110	$2.5M	$7K	$0