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

Plans served

All 3 plans

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	REDLANDS, CA	Advisor / Consultant	311	$40.5M	$62K	$0
SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC.