Denali 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

7,108

Total plan assets

$836.1M

Filings (rows)

Direct comp

$788K

Indirect comp

Aggregating 4 name variants under "DENALI WEALTH"

Click a variant to view it alone

DENALI WEALTH MANAGEMENT15 DENALI WEALTH MANAGEMENT- CARL VALI7 DENALI WEALTH MANAGEMENT CARL VALIM3 DENALI WEALTH MGMT1

SERVICES PROVIDED

Advisor / Consultant26

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lesaffre International Corporation Lesaffre International Corporation Retirement Savings Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	631	$117.6M	$18K	$0
Lesaffre International Corporation Lesaffre International Corporation Retirement SAVI · all filings	MILWAUKEE, WI	Advisor / Consultant	589	$108.6M	$6K	$0
Lesaffre International Corporation Lesaffre International Corporation Retirement SAVI · all filings	MILWAUKEE, WI	Advisor / Consultant	522	$91.3M	$8K	$0
ZERO ZONE, Inc. ZERO ZONE, Inc. 401(k) Savings Plan · all filings	NORTH PRAIRIE, WI	Advisor / Consultant	547	$59.4M	$55K	$0
ZERO ZONE, Inc. ZERO ZONE, Inc. 401(k) Savings Plan · all filings	NORTH PRAIRIE, WI	Advisor / Consultant	474	$52.6M	$50K	$0
Software One, Inc. Software One, Inc. 401(k) Profit Sharing Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	396	$51.0M	$76K	$0
ZERO ZONE, Inc. ZERO ZONE, Inc. 401(k) Savings Plan · all filings	NORTH PRAIRIE, WI	Advisor / Consultant	436	$49.3M	$52K	$0
Software One, Inc. Software One, Inc. 401(k) Profit Sharing Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	432	$44.2M	$60K	$0
Software One, Inc. Software One, Inc. 401(k) Profit Sharing Plan · all filings	WAUKESHA, WI	Advisor / Consultant	374	$33.3M	$65K	$0
Capitol-Husting Company Inc. Capitol-Husting Company Inc. Savings and Retirement Plan and Trust · all filings	MILWAUKEE, WI	Advisor / Consultant	179	$22.5M	$20K	$0
Capitol-Husting Company Inc. Capitol-Husting Company Inc. Savings and Retirement Plan and Trust · all filings	MILWAUKEE, WI	Advisor / Consultant	162	$19.5M	$17K	$0
Northside Elevator, Inc. Northside Elevator, Inc. Profit Sharing Plan · all filings	LOYAL, WI	Advisor / Consultant	108	$18.8M	$34K	$0
Shared Imaging, LLC Shared Imaging, LLC 401(k) Savings Plan & Trust · all filings	DOWNERS GROVE, IL	Advisor / Consultant	309	$18.5M	$32K	$0
HUPY and Abraham, S.C. HUPY and Abraham, S.C. 401(k) Profit Sharing Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	159	$18.4M	$32K	$0
Capitol-Husting Company Inc. Capitol-Husting Company Inc. Savings and Retirement Plan and Trust · all filings	MILWAUKEE, WI	Advisor / Consultant	158	$16.7M	$17K	$0
Northside Elevator, Inc. Northside Elevator, Inc. Profit Sharing Plan · all filings	LOYAL, WI	Advisor / Consultant	116	$16.6M	$29K	$0
HUPY and Abraham, S.C. HUPY and Abraham, S.C. 401(k) Profit Sharing Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	145	$15.9M	$27K	$0
Shared Imaging, LLC Shared Imaging, LLC 401(k) Savings Plan & Trust · all filings	DOWNERS GROVE, IL	Advisor / Consultant	285	$14.7M	$26K	$0
Northside Elevator, Inc. Northside Elevator, Inc. Profit Sharing Plan · all filings	LOYAL, WI	Advisor / Consultant	118	$13.7M	$26K	$0
HUPY and Abraham, S.C. HUPY and Abraham, S.C. 401(k) Profit Sharing Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	145	$13.1M	$26K	$0
Shared Imaging, LLC Shared Imaging, LLC 401(k) Savings Plan & Trust · all filings	DOWNERS GROVE, IL	Advisor / Consultant	247	$11.8M	$24K	$0
Castle-Pierce Corporation Castle-Pierce Corporation Profit Sharing 401(k) Plan · all filings	OSHKOSH, WI	Advisor / Consultant	134	$10.1M	$26K	$0
Castle-Pierce Corporation Castle-Pierce Corporation Profit Sharing 401(k) Plan · all filings	OSHKOSH, WI	Advisor / Consultant	137	$7.9M	$28K	$0
The Infosoft Group LLC The Infosoft Group Retirement Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	183	$6.8M	$16K	$0
AIM Transfer & Storage, Inc. AIM Transfer & Storage, Inc. Profit Sharing 401(k) Plan · all filings	OAK CREEK, WI	Advisor / Consultant	122	$3.8M	$5K	$0

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