Cliftonlarsonallen Wealth

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

323

Total plan assets

$31.0M

Filings (rows)

Direct comp

$40K

Indirect comp

Showing only "CLIFTONLARSONALLEN WEALTH"

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CLIFTONLARSONALLEN WEALTH ADVISORS58 CLIFTONLARSONALLEN WEALTH ADVIOSORS3 CLIFTONLARSONALLEN WEALTH3

SERVICES PROVIDED

Other service providers2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Demotte State Bank Demotte State Bank 401(k) Profit Sharing Plan · all filings	DEMOTTE, IN	Advisor / Consultant	111	$11.5M	$12K	$0
Demotte State Bank Demotte State Bank 401(k) Profit Sharing Plan · all filings	DEMOTTE, IN	Other service providers	104	$10.2M	$14K	$0
Demotte State Bank Demotte State Bank 401(k) Profit Sharing Plan · all filings	DEMOTTE, IN	Other service providers	108	$9.2M	$14K	$0