HOLM & Cawley Financial

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

277

Total plan assets

$5.5M

Filings (rows)

Direct comp

$31K

Indirect comp

Showing only "HOLM & CAWLEY FINANCIAL"

View all 6 variants aggregated →

HOLM & OHARA LLP30 HOLM & O HARA14 HOLM & O HARA LLP12 HOLM & OHARA6 HOLM & CAWLEY FINANCIAL3 HOLM & CAWLEY FINANCIAL GROUP3

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Plusone Company Plusone Company 401(k) Plan · all filings	HILDALE, UT	Advisor / Consultant	78	$2.0M	$12K	$0
Plusone Company Plusone Company 401(k) Plan · all filings	HILDALE, UT	Advisor / Consultant	78	$1.8M	$11K	$0
Plusone Company Plusone Company 401(k) Plan · all filings	HILDALE, UT	Advisor / Consultant	121	$1.7M	$8K	$0