LYELL WEALTH MANAGEMENT
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
3
Active participants
6,213
Total plan assets
$2.6B
Filings (rows)
3
Direct comp
$42K
Indirect comp
$0
SERVICES PROVIDED
Other3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO, CA | Other NONE | 1,984 | $1.0B | $15K |
| WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO, CA | Other NONE | 2,099 | $879.3M | $13K |
| WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO, CA | Other NONE | 2,130 | $747.5M | $14K |