Morris & Wells

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

220

Total plan assets

$34.0M

Filings (rows)

Direct comp

$28

Indirect comp

Showing only "MORRIS & WELLS"

View all 3 variants aggregated →

MORRIS & WELLS WEALTH MANAGEMENT9 MORRIS & WELLS3 MORRIS & GARRITANO INSURANCE AGENCY3

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Burch Oil Company, Inc. Burch Oil Co., Inc. 401(k) Profit Sharing Plan · all filings	HOLLYWOOD, MD	Advisor / Consultant	65	$12.2M	$14	$0
Burch Oil Company, Inc. Burch Oil Co., Inc. 401(k) Profit Sharing Plan · all filings	HOLLYWOOD, MD	Advisor / Consultant	83	$12.2M	$0	$0
Burch Oil Company, Inc. Burch Oil Co., Inc. 401(k) Profit Sharing Plan · all filings	HOLLYWOOD, MD	Advisor / Consultant	72	$9.6M	$14	$0