KWB Wealth

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

879

Total plan assets

$100.3M

Filings (rows)

Direct comp

$155K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
San Bernardino Medical Orthopaedic Group, Inc. San Bernardino Medical Orthopaedic Group, Inc. DBA Arrowhead Orthopaedics 401(k) Profit Sharing Plan · all filings	REDLANDS, CA	Advisor / Consultant	311	$40.5M	$62K	$0
San Bernardino Medical Orthopaedic Group, Inc. San Bernardino Medical Orthopaedic Group, Inc. DBA Arrowhead Orthopaedics 401(k) Profit Sharing Plan · all filings	REDLANDS, CA	Advisor / Consultant	303	$33.4M	$48K	$0
San Bernardino Medical Orthopaedic Group, Inc. San Bernardino Medical Orthopaedic Group, Inc. DBA Arrowhead Orthopaedics 401(k) Profit Sharing Plan · all filings	REDLANDS, CA	Advisor / Consultant	265	$26.4M	$46K	$0