Cliftonlarsonallen Wealth Adviosors

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

265

Total plan assets

$19.3M

Filings (rows)

Direct comp

$110K

Indirect comp

Showing only "CLIFTONLARSONALLEN WEALTH ADVIOSORS"

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CLIFTONLARSONALLEN WEALTH ADVISORS58 CLIFTONLARSONALLEN WEALTH3 CLIFTONLARSONALLEN WEALTH ADVIOSORS3

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Heart & Vascular of Wisconsin SC Heart & Vascular of Wisconsin SC 401(k) Profit Sharing Plan · all filings	APPLETON, WI	Advisor / Consultant	135	$10.6M	$28K	$0
Heart and Vascular of Wisconsin SC Heart and Vascular of Wisconsin SC 401(k) Profit Sharing Plan · all filings	APPLETON, WI	Advisor / Consultant	113	$8.7M	$26K	$0
Heart & Vascular of Wisconsin SC Heart & Vascular of Wisconsin SC 401(k) Profit Sharing Plan · all filings	APPLETON, WI	Advisor / Consultant	17	$1K	$57K	$0