· 2022–2024 · DOL EFAST2
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DOGWOOD WEALTH ADVISORS
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
127
Total plan assets
$58.9M
Filings (rows)
1
Direct comp
$178K
Indirect comp
$0
SERVICES PROVIDED
Investment manager
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
WALTON ELECTRIC MEMBERSHIP CORP.
WALTON ELECTRIC MEMBERSHIP CORPORATION PENSION PLAN
MONROE, GA
Investment manager
127
$58.9M
$178K
$0
DOGWOOD WEALTH ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search
