FELTZ WEALTHPLAN

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

4,326

Total plan assets

$83.1M

Filings (rows)

Direct comp

$303K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
THE ALLIANCE GROUP ALLIANCE GROUP RETIREMENT PLAN	OMAHA, NE	Advisor / Consultant INVESTMENT ADVISOR	2,194	$42.8M	$145K
THE ALLIANCE GROUP ALLIANCE GROUP RETIREMENT PLAN	CHANDLER, AZ	Advisor / Consultant INVESTMENT ADVISOR	2,132	$40.4M	$159K