KEUDELL MORRISON

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

210

Total plan assets

$50.8M

Filings (rows)

Direct comp

$159K

Indirect comp

Aggregating 2 name variants under "KEUDELL MORRISON"

KEUDELL MORRISON WEALTH MANAGEMENT2 KEUDELL MORRISON WEALTH MGMT1

SERVICES PROVIDED

Advisor / Consultant2

Other1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CELARTEM, INC. DBA EXTENSIS CELARTEM, INC. DBA EXTENSIS 401(K) PLAN	TIGARD, OR	Other NONE	66	$19.0M	$41K
CELARTEM, INC. DBA EXTENSIS AND LIZARD TECH CELARTEM, INC. 401(K) PLAN	TIGARD, OR	Advisor / Consultant INVESTMENT ADVISOR	71	$16.3M	$57K
CELARTEM, INC. DBA EXTENSIS AND LIZARDTECH