Closed DLR-Lakeside Wealth Mgmt

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

14,605

Total plan assets

$95.2M

Filings (rows)

Direct comp

$5K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
OVG Spectra Holdco, LLC Ovg360 401(k) Plan · all filings	PHILADELPHIA, PA	Advisor / Consultant	14,605	$95.2M	$5K	$0