CREST 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

1,228

Total plan assets

$32.5M

Filings (rows)

Direct comp

$74K

Indirect comp

$54

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SOUTHLAND INSULATORS OF MARYLAND SOUTHLAND INSULATORS-GROUP 2 401(K) PLAN	BALTIMORE, MD	Advisor / Consultant INVESTMENT ADVISORY	377	$12.2M	$27K
SOUTHLAND INSULATORS OF MARYLAND SOUTHLAND INSULATORS-GROUP 2 401(K) PLAN	BALTIMORE, MD	Advisor / Consultant INVESTMENT ADVISORY	386	$10.7M	$24K
SOUTHLAND INSULATORS OF MARYLAND