Monticello 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

260

Total plan assets

$17.5M

Filings (rows)

Direct comp

$46K

Indirect comp

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southwest Texas Equipment Distributors, Inc. Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan · all filings	SAN ANTONIO, TX	Other service providers	260	$17.5M	$46K	$0