MORRISSEY 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

978

Total plan assets

$10.5M

Filings (rows)

Direct comp

$28K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
FAMILY CARE VISITING NURSE & H FAMILY CARE VISITING NURSE & H 401(K) PROFIT SHARING PLAN & TRUST	STRATFORD, CT	Advisor / Consultant ADVISOR	233	$4.2M	$11K
FAMILY CARE VISITING NURSE & H FAMILY CARE VISITING NURSE & H 401(K) PROFIT SHARING PLAN & TRUST	STRATFORD, CT	Advisor / Consultant ADVISOR	373	$3.5M	$8K
FAMILY CARE VISITING NURSE & H