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

$43K

Indirect comp

Showing only "HA & WEALTH MANAGEMENT"

View all 3 variants aggregated →

HA & W WEALTH MANAGEMENT2 HA & WEALTH MANAGEMENT2 HA & WEALTH AMANGEMENT1

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
PROFESSIONAL BILLING, INC. PROFESSIONAL BILLING, INC. PROFIT SHARING PLAN	MONTGOMERY, AL	Advisor / Consultant	148	$7.4M	$23K	$0
PROFESSIONAL BILLING, INC. PROFESSIONAL BILLING, INC. PROFIT SHARING PLAN	MONTGOMERY, AL	Advisor / Consultant