Morris & Garritano Insurance Agency

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

71,072

Total plan assets

$276.8M

Filings (rows)

Direct comp

$2.6M

Indirect comp

Showing only "MORRIS & GARRITANO INSURANCE AGENCY"

View all 4 variants aggregated →

MORRIS & WELLS WEALTH MANAGEMENT10 MORRIS & GARRITANO INSURANCE AGENCY4 MORRIS & WELLS3 MORRIS & GARRITANO INSURANCE1

SERVICES PROVIDED

Other service providers4

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Agribusiness League United Agricultural Employee Welfare Benefit Plan and Trust · all filings	IRVINE, CA	Other service providers	21,356	$105.4M	$788K	$0
United Agribusiness League United Agricultural Employee Welfare Benefit Plan and Trust · all filings	IRVINE, CA	Other service providers	21,725	$86.4M	$893K	$0
United Agribusiness League United Agricultural Employee Welfare Benefit Plan and Trust · all filings	IRVINE, CA	Other service providers	22,168	$61.7M	$898K	$0
California Society of Certified Public Accountants Group Insurance Trust of the California Society of Certified Public Accountants · all filings	SACRAMENTO, CA	Other service providers	5,823	$23.2M	$5K	$0