HOLDEN 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
5
Active participants
23,454
Total plan assets
$74.1M
Filings (rows)
5
Direct comp
$143K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant4
Other1
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| OUTSOURCE, LLC OUTSOURCE, LLC 401K PROFIT SHARING PLAN | EL SEGUNDO, CA | Advisor / Consultant ADVISOR | 8,298 | $20.2M | $42K |
| OUTSOURCE, LLC OUTSOURCE, LLC 401K PROFIT SHARING PLAN | EL SEGUNDO, CA | Advisor / Consultant ADVISOR | 7,835 | $16.8M | $34K |
| OUTSOURCE, LLC OUTSOURCE, LLC 401K PROFIT SHARING PLAN | EL SEGUNDO, CA | Advisor / Consultant ADVISOR | 7,008 | $13.0M | $34K |
| THE ELMORE GROUP, LTD. THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN | WEST VALLEY CITY, UT | Other NONE | 158 | $12.8M | $20K |
| THE ELMORE GROUP, LTD. THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN | WEST VALLEY CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 155 | $11.3M | $14K |