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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Family Care Visiting Nurse & H Family Care Visiting Nurse & H 401(k) Profit Sharing Plan & Trust · all filings	STRATFORD, CT	Advisor / Consultant	233	$4.2M	$11K	$0
Family Care Visiting Nurse & H Family Care Visiting Nurse & H 401(k) Profit Sharing Plan & Trust · all filings	STRATFORD, CT	Advisor / Consultant	373	$3.5M	$8K	$0
Family Care Visiting Nurse & H Family Care Visiting Nurse & H 401(k) Profit Sharing Plan & Trust · all filings	STRATFORD, CT	Advisor / Consultant	372	$2.7M	$8K	$0