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

Investment manager3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Bay Medical Management, LLC Bay Medical Management, LLC 401(k) Profit Sharing Plan · all filings	WALNUT CREEK, CA	Investment manager	337	$208.6M	$9K	$0
Bay Medical Management, LLC Bay Medical Management, LLC 401(k) Profit Sharing Plan · all filings	WALNUT CREEK, CA	Investment manager	303	$181.4M	$5K	$0
Bay Medical Management, LLC Bay Medical Management, LLC 401(k) Profit Sharing Plan · all filings	WALNUT CREEK, CA	Investment manager	281	$143.6M	$5K	$0