CONCENTRUM WEALTH MANAGEMENT
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
4
Active participants
1,244
Total plan assets
$73.7M
Filings (rows)
4
Direct comp
$103K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant4
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DRYCO CONSTRUCTION, INC. DRYCO CONSTRUCTION, INC. RETIREMENT PLAN | FREMONT, CA | Advisor / Consultant INVESTMENT ADVISOR | 346 | $28.3M | $65K |
| DRYCO CONSTRUCTION, INC. DRYCO CONSTRUCTION, INC. RETIREMENT PLAN | FREMONT, CA | Advisor / Consultant INVESTMENT ADVISOR | 297 | $23.3M | $4K |
| CHAWK TECHNOLOGY INTERNATIONAL INC. CHAWK TECHNOLOGY INTERNATIONAL INC. 401(K) PLAN | HAYWARD, CA | Advisor / Consultant INVESTMENT ADVISOR | 324 | $12.3M | $23K |
| CHAWK TECHNOLOGY INTERNATIONAL INC. CHAWK TECHNOLOGY INTERNATIONAL INC. 401(K) PLAN | HAYWARD, CA | Advisor / Consultant INVESTMENT ADVISOR | 277 | $9.8M | $11K |