MOMENTOUS 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

356

Total plan assets

$93.3M

Filings (rows)

Direct comp

$134K

Indirect comp

Showing only "MOMENTOUS WEALTH MANAGEMENT"

View all 2 variants aggregated →

MOMENTOUS WEALTH MANAGEMENT2 MOMENTOUS WEALTH MANAGEMENT IN1

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
WELLONS GROUP, INC. WELLONS GROUP, INC. PROFIT SHARING PLAN AND TRUST	VANCOUVER, WA	Other service providers	192	$47.8M	$64K	$0
WELLONS GROUP, INC. WELLONS GROUP, INC. PROFIT SHARING PLAN AND TRUST	VANCOUVER, WA	Other service providers