CLIFTONLARSONALLEN WA

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

337

Total plan assets

$7.7M

Filings (rows)

Direct comp

$36K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SURF CITY AUTO GROUP, INC. SURF CITY AUTO GROUP 401(K) PLAN	HUNTINGTON BEACH, CA	Advisor / Consultant INVESTMENT ADVISOR	161	$4.2M	$19K
SURF CITY AUTO GROUP, INC. SURF CITY AUTO GROUP 401(K) PLAN	HUNTINGTON BEACH, CA	Advisor / Consultant INVESTMENT ADVISOR	176	$3.5M	$17K