CYPRESS WEALTH

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

1,589

Total plan assets

$29.8M

Filings (rows)

Direct comp

$73K

Indirect comp

Aggregating 2 name variants under "CYPRESS WEALTH"

CYPRESS WEALTH SERVICES2 CYPRESS WEALTH MANAGEMENT1

SERVICES PROVIDED

Other2

Advisor / Consultant1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
DAVID Y. MARTIN JR., LLC PROFIT SHARING PLAN & TRUST OF DAVID Y. MARTIN, JR., LLC	NEW ORLEANS, LA	Advisor / Consultant ADVISORY	122	$13.1M	$3K
SIGNATURE DENTAL PARTNERS LLC SIGNATURE DENTAL PARTNERS LLC 401(K) PLAN	PHOENIX, AZ	Other INVESTMENT/FINANCIAL ADVI	774	$9.5M	$39K
SIGNATURE DENTAL PARTNERS LLC