DAVID GARDNER
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
1
Active participants
305
Total plan assets
$898K
Filings (rows)
1
Direct comp
$2K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant1
Top plans served
All 1 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| POINTE_ID, LLC POINTE_ID, LLC 401K PLAN | LIBERTY LAKE, WA | Advisor / Consultant FIDUCIARY ADVISOR | 305 | $898K | $2K |