CL 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

601

Total plan assets

$62.7M

Filings (rows)

Direct comp

$82K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
DATAVAIL CORPORATION DATAVAIL CORPORATION 401K PLAN	BROOMFIELD, CO	Advisor / Consultant ADVISOR	190	$26.0M	$32K
DATAVAIL CORPORATION DATAVAIL CORPORATION 401K PLAN	BROOMFIELD, CO	Advisor / Consultant ADVISOR	210	$21.1M	$26K
DATAVAIL CORPORATION DATAVAIL CORPORATION 401K PLAN