FOVIS 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

607

Total plan assets

$102.9M

Filings (rows)

Direct comp

$137K

Indirect comp

Aggregating 2 name variants under "FOVIS WEALTH"

Click a variant to view it alone

FOVIS WEALTH ADVISORS2 FOVIS WEALTH ADVISORS - CHICAGO1

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
WIGHT & COMPANY WIGHT & COMPANY 401(K) PLAN	DARIEN, IL	Investment manager	211	$38.6M	$30K	$0
WIGHT & COMPANY WIGHT & COMPANY 401(K) PLAN	DARIEN, IL	Investment manager	208	$34.7M