Dynamic 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

101,428

Total plan assets

$24.7B

Filings (rows)

Direct comp

$24K

Indirect comp

Showing only "DYNAMIC WEALTH"

View all 2 variants aggregated →

DYNAMIC WEALTH ADVISORS55 DYNAMIC WEALTH2

SERVICES PROVIDED

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Apple Inc. Apple 401(k) Plan · all filings	CUPERTINO, CA	Other service providers	101,217	$24.7B	$7K	$0
M Culinary Concepts, LLC M Culinary Concepts, LLC 401(k) Profit Sharing Plan · all filings	PHOENIX, AZ	Other service providers	211	$3.9M	$17K	$0