Litman Gregory Wealth Managemen

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

363

Total plan assets

$243.0M

Filings (rows)

Direct comp

$10K

Indirect comp

Showing only "LITMAN GREGORY WEALTH MANAGEMEN"

View all 2 variants aggregated →

LITMAN GREGORY WEALTH MGMT8 LITMAN GREGORY WEALTH MANAGEMEN1

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Allen Matkins LECK Gamble Mallory & Natsis LLP Allen Matkins Profit Sharing and 401(k) Plan · all filings	LOS ANGELES, CA	Other service providers	363	$243.0M	$10K	$0