MORLING FINANCIAL ADVISORS

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

921

Total plan assets

$533.7M

Filings (rows)

Direct comp

$20K

Indirect comp

SERVICES PROVIDED

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BAY MEDICAL MANAGEMENT, LLC BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN	WALNUT CREEK, CA	Other NONE	337	$208.6M	$9K
BAY MEDICAL MANAGEMENT, LLC BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN	WALNUT CREEK, CA	Other NONE	303	$181.4M	$5K
BAY MEDICAL MANAGEMENT, LLC