Daniel a Monte - Sage Tree 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

1,174

Total plan assets

$127.0M

Filings (rows)

Direct comp

$160K

Indirect comp

Showing only "DANIEL A MONTE - SAGE TREE WEALTH"

View all 11 variants aggregated →

DANIEL A WINTERS & CPAS30 DANIEL AND HENRY CO9 DANIEL A WINTERS & CO6 DANIEL A WINTERS &4 DANIEL A WINTERS AND CPAS3 DANIEL A MONTE - SAGE TREE WEALTH2 DANIEL A WINTERS2

SERVICES PROVIDED

Advisor / Consultant2

Other service providers1

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Firstlight Fiber, Inc. Firstlight Fiber, Inc. 401(k) Plan · all filings	ALBANY, NY	Other service providers Advisor / Consultant	520	$67.6M	$76K	$0
Firstlight Fiber, Inc. Firstlight Fiber, Inc. 401(k) Plan · all filings	ALBANY, NY	Advisor / Consultant	654	$59.4M	$83K	$0