INTERGRATED WEALTH CONCEPTS

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

731

Total plan assets

$30.5M

Filings (rows)

Direct comp

$32K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
PENINSULA COMMUNITY HEALTH SERVICES PENINSULA COMMUNITY HEALTH SERVICES 403(B) PLAN	BREMERTON, WA	Advisor / Consultant INVESTMENT ADVISOR	278	$12.3M	$6K
PENINSULA COMMUNITY HEALTH SERVICES PENINSULA COMMUNITY HEALTH SERVICES 403(B) PLAN	BREMERTON, WA	Advisor / Consultant INVESTMENT ADVISOR	257	$10.2M	$22K
PENINSULA COMMUNITY HEALTH SERVICES