MM 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

1,010

Total plan assets

$70.3M

Filings (rows)

Direct comp

$130K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
UNITY HOUSE OF TROY, INC. UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN	TROY, NY	Advisor / Consultant ADVISOR	253	$26.7M	$52K
UNITY HOUSE OF TROY, INC. UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN	TROY, NY	Advisor / Consultant ADVISOR	352	$23.4M	$41K
UNITY HOUSE OF TROY, INC.