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

Active participants

6,213

Total plan assets

$2.6B

Filings (rows)

Direct comp

$42K

Indirect comp

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Wilson Sonsini Goodrich & Rosati, PC WSGR 401(k) and Profit Sharing Plan · all filings	PALO ALTO, CA	Other service providers	1,984	$1.0B	$15K	$0
Wilson Sonsini Goodrich & Rosati, PC WSGR 401(k) and Profit Sharing Plan · all filings	PALO ALTO, CA	Other service providers	2,099	$879.3M	$13K	$0
Wilson Sonsini Goodrich & Rosati, PC WSGR 401(k) and Profit Sharing Plan · all filings	PALO ALTO, CA	Other service providers	2,130	$747.5M	$14K	$0