HA & 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

297

Total plan assets

$13.7M

Filings (rows)

Direct comp

$59K

Indirect comp

Showing only "HA & WEALTH MANAGEMENT"

View all 3 variants aggregated →

HA & W WEALTH MANAGEMENT4 HA & WEALTH MANAGEMENT3 HA & WEALTH AMANGEMENT1

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Professional Billing, Inc. Professional Billing, Inc. Profit Sharing Plan · all filings	MONTGOMERY, AL	Advisor / Consultant	148	$7.4M	$23K	$0
Professional Billing, Inc. Professional Billing, Inc. Profit Sharing Plan · all filings	MONTGOMERY, AL	Advisor / Consultant	149	$6.3M	$19K	$0
Professional Billing, Inc. Professional Billing, Inc. Profit Sharing Plan · all filings	MONTGOMERY, AL	Advisor / Consultant	0	$0	$17K	$0