· 2022–2024 · DOL EFAST2
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Marin Wealth Advisors — Form 5500 Service Provider Profile | Form 5500 Search
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Marin 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
1
Active participants
2,831
Total plan assets
$449.5M
Filings (rows)
1
Direct comp
$5K
Indirect comp
$0
SERVICES PROVIDED
Investment manager
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Gordon REES Scully Mansukhani, LLP
Gordon REES Scully Mansukhani, LLP 401(k) Retirement Plan ·
all filings
WALNUT CREEK, CA
Investment manager
2,831
$449.5M
$5K
$0