LAUREL WEALTH ADVISORS
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
12
Active participants
8,487
Total plan assets
$3.5B
Filings (rows)
12
Direct comp
$249K
Indirect comp
$53K
SERVICES PROVIDED
Other7
Advisor / Consultant5
Top plans served
All 12 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LITTLER MENDELSON, P.C. LITTLER MENDELSON 401(K) PLAN AND TRUST | SAN FRANCISCO, CA | Other NONE | 2,298 | $1.1B | $17K |
| LITTLER MENDELSON, P.C. LITTLER MENDELSON 401(K) PLAN AND TRUST | SAN FRANCISCO, CA | Other NONE | 2,247 | $931.9M | $13K |
| LITTLER MENDELSON, P.C. LITTLER MENDELSON 401(K) PLAN AND TRUST | SAN FRANCISCO, CA | Other NONE | 2,105 | $787.3M | $13K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 241 | $235.8M | $35K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 230 | $204.9M | $25K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Advisor / Consultant INVESTMENT ADVISOR | 222 | $184.5M | $31K |
| PRS HOLDINGS, INC. PAVEMENT RECYCLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | JURUPA VALLEY, CA | Other RETAINED BY EMPLOYER | 336 | $20.0M | $40K |
| PRS HOLDINGS, INC. PAVEMENT RECYCLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | JURUPA VALLEY, CA | Other RETAINED BY EMPLOYER | 299 | $16.1M | $54K |
| VISERION GRAIN, LLC VISERION GRAIN, LLC 401(K) PLAN | BOULDER, CO | Advisor / Consultant INVESTMENT ADVISORY | 161 | $7.6M | $0 |
| VISERION GRAIN, LLC VISERION GRAIN, LLC 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 137 | $5.0M | $0 |
| INTERNATIONAL WHOLESALE TILE, LLC INTERNATIONAL WHOLESALE TILE, LLC 401(K) PROFIT SHARING PLAN | PALM CITY, FL | Advisor / Consultant RIA | 91 | $4.0M | $20K |
| VISERION GRAIN, LLC VISERION GRAIN, LLC 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 120 | $2.2M | $0 |