GFS 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

616

Total plan assets

$59.4M

Filings (rows)

Direct comp

$106K

Indirect comp

Aggregating 2 name variants under "GFS WEALTH"

Click a variant to view it alone

GFS WEALTH MANAGEMENT ADVISORS9 GFS WEALTH MGMT ADVISORS3

SERVICES PROVIDED

Advisor / Consultant8

Investment manager4

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Plans served

All 4 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sectra, Inc. Sectra, Inc. 401(k) Plan · all filings	SHELTON, CT	Advisor / Consultant	217	$28.1M	$36K	$0
Bauer, Inc. Bauer, Inc. 401(k) Plan · all filings	BRISTOL, CT	Advisor / Consultant	90	$12.6M	$35K	$0
Dan Perkins Subaru, Inc. Dan Perkins Group 401(k) Savings Plan · all filings	MILFORD, CT	Investment manager	171	$10.4M	$27K	$0
University Veterinary Specialists, Inc. University Veterinary Specialists, Inc. 401(k) Profit Sharing Plan and Trust · all filings	STAMFORD, CT	Investment manager	138	$8.3M	$8K	$0