GIBBS WEALTH MANAGEMENT

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

363

Total plan assets

$15.9M

Filings (rows)

Direct comp

$22K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
OPTIMA TAX RELIEF, LLC OPTIMA TAX RELIEF, LLC 401(K) PROFIT SHARING PLAN	SANTA ANA, CA	Advisor / Consultant	363	$15.9M	$22K	$0