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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Alliance Group Alliance Group Retirement Plan · all filings	OMAHA, NE	Advisor / Consultant	2,194	$42.8M	$145K	$0
The Alliance Group Alliance Group Retirement Plan · all filings	CHANDLER, AZ	Advisor / Consultant	2,132	$40.4M	$159K	$0