CONCENTUS WEALTH ADVISORS

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

483

Total plan assets

$65.7M

Filings (rows)

Direct comp

$231K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Investment manager1

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
OLIVER SPRINKLER CO., INC. OLIVER SPRINKLER CO., INC. PROFIT SHARING PLAN	KING OF PRUSSIA, PA	Advisor / Consultant	186	$25.0M	$125K	$0
OLIVER SPRINKLER CO., INC. OLIVER SPRINKLER CO., INC. PROFIT SHARING PLAN	KING OF PRUSSIA, PA	Advisor / Consultant