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"

CIC WEALTH LLLC2 CIC WEALTH1

SERVICES PROVIDED

Advisor / Consultant2

Other1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CLEARVIEW CONSULTING, INC. CLEARVIEW CONSULTING, INC. 401(K) PLAN	OWINGS MILLS, MD	Advisor / Consultant ADVISOR	138	$10.5M	$30K
CLEARVIEW CONSULTING, INC. CLEARVIEW CONSULTING, INC. 401(K) PLAN	OWINGS MILLS, MD	Advisor / Consultant ADVISOR	143	$8.3M	$17K
J.W. & SONS, INC.