CURRY WEBB 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
2
Active participants
2,734
Total plan assets
$1.6B
Filings (rows)
2
Direct comp
$32K
Indirect comp
$0
SERVICES PROVIDED
Broker2
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TAFT STETTINIUS & HOLLISTER LLP TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLAN | CINCINNATI, OH | Broker BROKERAGE | 1,468 | $848.9M | $18K |
| TAFT STETTINIUS & HOLLISTER LLP TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLAN | CINCINNATI, OH | Broker BROKERAGE | 1,266 | $745.6M | $15K |