Denali 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

3,715

Total plan assets

$459.3M

Filings (rows)

Direct comp

$438K

Indirect comp

Showing only "DENALI WEALTH MANAGEMENT"

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

SERVICES PROVIDED

Advisor / Consultant15

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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 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
Software One, Inc. Software One, Inc. 401(k) Profit Sharing Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	396	$51.0M	$76K	$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
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
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
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
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
The Infosoft Group LLC The Infosoft Group Retirement Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	0	$0	$13K	$0