Mark J Tomei Wells Fargo Clearing

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

719

Total plan assets

$13.4M

Filings (rows)

Direct comp

$61K

Indirect comp

Showing only "MARK J TOMEI WELLS FARGO CLEARING"

View all 7 variants aggregated →

MARK J MATSOCK & ASSOCIATES6 MARK JORDAN TULLMAN M D3 MARK JACKMAN3 MARK JERKATIS3 MARK J SCHMERGE CHFC3 MARK J TOMEI WELLS FARGO CLEARING2 MARK J POWERS MD PA1

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Homesite Services, Inc. Homesite Services, Inc. 401(k) Plan · all filings	LIVERMORE, CA	Advisor / Consultant	350	$7.5M	$32K	$0
Homesite Services, Inc. Homesite Services, Inc. 401(k) Plan · all filings	LIVERMORE, CA	Advisor / Consultant	369	$5.9M	$29K	$0