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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
SURF City Auto Group, Inc. SURF City Auto Group 401(k) Plan · all filings	HUNTINGTON BEACH, CA	Advisor / Consultant	161	$4.2M	$19K	$0
SURF City Auto Group, Inc. SURF City Auto Group 401(k) Plan · all filings	HUNTINGTON BEACH, CA	Advisor / Consultant	176	$3.5M	$17K	$0