DAVIDSON 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

Active participants

392

Total plan assets

$19.2M

Filings (rows)

Direct comp

$53K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
TALLEN, INC. TALLEN TECHNOLOGY RENTALS 401(K) PLAN	BORDENTOWN, NJ	Advisor / Consultant INVESTMENT ADVISOR	119	$7.9M	$22K
TALLEN, INC. TALLEN TECHNOLOGY RENTALS 401(K) PLAN	BORDENTOWN, NJ	Advisor / Consultant INVESTMENT ADVISOR	141	$6.4M	$17K
TALLEN, INC. TALLEN TECHNOLOGY RENTALS 401(K) PLAN