CONSOLIDATED PORTFOLIO REVIEW

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

1,131

Total plan assets

$28.6M

Filings (rows)

Direct comp

$30K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Other1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
DRUM WORKSHOP, INC. DRUM WORKSHOP, INC. 401(K) PROFIT SHARING PLAN	OXNARD, CA	Advisor / Consultant INVESTMENT ADVISORY	184	$17.9M	$13K
FOX RENT A CAR, INC. FOX RENT A CAR, INC. 401(K) PLAN	LOS ANGELES, CA	Other INVESTMENT/FINANCIAL ADVI	729	$9.4M	$10K
TITANIUM HEALTHCARE, INC. TITANIUM HEALTHCARE, INC. 401(K) PLAN