Modern 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

466

Total plan assets

$32.3M

Filings (rows)

Direct comp

$48K

Indirect comp

Showing only "MODERN WEALTH MANAGEMENT"

View all 2 variants aggregated →

MODERN WEALTH HOLDINGS13 MODERN WEALTH MANAGEMENT3

SERVICES PROVIDED

Other service providers2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Encompass Medical Group, P.A. Encompass Medical Group, P.A. 401(k) Retirement Plan · all filings	LENEXA, KS	Other service providers	174	$26.5M	$25K	$0
Professional Personnel Service, Inc. Professional Personnel 401(k) Plan · all filings	KINGSPORT, TN	Advisor / Consultant	122	$3.0M	$13K	$0
Professional Personnel Service, Inc. Professional Personnel 401(k) Plan · all filings	KINGSPORT, TN	Other service providers	170	$2.8M	$9K	$0