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

Active participants

23,454

Total plan assets

$74.1M

Filings (rows)

Direct comp

$143K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

Other service providers1

Prospecting the plans that use Holden Wealth Management?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 5 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Outsource, LLC Outsource, LLC 401(k) Profit Sharing Plan · all filings	EL SEGUNDO, CA	Advisor / Consultant	8,298	$20.2M	$42K	$0
Outsource, LLC Outsource, LLC 401(k) Profit Sharing Plan · all filings	EL SEGUNDO, CA	Advisor / Consultant	7,835	$16.8M	$34K	$0
Outsource, LLC Outsource, LLC 401(k) Profit Sharing Plan · all filings	EL SEGUNDO, CA	Advisor / Consultant	7,008	$13.0M	$34K	$0
The Elmore Group, Ltd. The Elmore Group, Ltd. 401(k) Profit Sharing Plan · all filings	WEST VALLEY CITY, UT	Other service providers	158	$12.8M	$20K	$0
The Elmore Group, Ltd. The Elmore Group, Ltd. 401(k) Profit Sharing Plan · all filings	WEST VALLEY CITY, UT	Advisor / Consultant	155	$11.3M	$14K	$0