Clifton Larson Allen Wealth ADV

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

286

Total plan assets

$38.9M

Filings (rows)

Direct comp

$45K

Indirect comp

Showing only "CLIFTON LARSON ALLEN WEALTH ADV"

View all 14 variants aggregated →

CLIFTON LARSON ALLEN LLP390 CLIFTON LARSON ALLEN WEALTH ADVISOR96 CLIFTON LARSON ALLEN79 CLIFTON LARSONALLEN LLP37 CLIFTON LARSON ALLEN WEALTH ADV8 CLIFTON LARSON & ALLEN3 CLIFTON LARSON & ALLEN LLP3 CLIFTON LARSON ALLEN LLP CLA3 CLIFTON LARSON2 CLIFTON LARSON ALLEN WEALTH1 CLIFTON LARSONA LLEN LLP1 CLIFTON LARSONALLEN1 CLIFTON LARSON ALLEN WEALTH ADVD1 CLIFTON LARSON ALLEN WEALTH ADV LLP1

SERVICES PROVIDED

Advisor / Consultant4

Accountant / Auditor4

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Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
GK Management Co., Inc. GK Management Co., Inc. and Affiliated Companies 401(k) Plan · all filings	CULVER CITY, CA	Accountant / Auditor	94	$30.7M	$20K	$0
R & H Mechanical, LLC R & H Mechanical,Inc.401(k) Retirement Savings Plan · all filings	EAGLE, CO	Advisor / Consultant	192	$8.2M	$24K	$0