Fortem Financial

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

2,281

Total plan assets

$51.4M

Filings (rows)

Direct comp

$139K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant7

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ernie Ball, Inc. Ernie Ball, Inc. 401(k) Profit Sharing Plan · all filings	COACHELLA, CA	Advisor / Consultant	532	$13.1M	$36K	$0
Ernie Ball, Inc. Ernie Ball, Inc. 401(k) Profit Sharing Plan · all filings	COACHELLA, CA	Advisor / Consultant	532	$11.8M	$31K	$0
Ernie Ball, Inc. Ernie Ball, Inc. 401(k) Profit Sharing Plan · all filings	COACHELLA, CA	Advisor / Consultant	530	$10.0M	$28K	$0
Sun City Palm Springs Communit Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust · all filings	PALM DESERT, CA	Advisor / Consultant	169	$4.6M	$9K	$0
Sun City Palm Springs Communit Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust · all filings	PALM DESERT, CA	Advisor / Consultant	154	$4.1M	$10K	$0
Next Level Door & Millwork, Inc. Next Level Door 401(k) Plan · all filings	INDIO, CA	Advisor / Consultant	216	$4.0M	$16K	$0
Sun City Palm Springs Communit Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust · all filings	PALM DESERT, CA	Advisor / Consultant	148	$3.8M	$10K	$0