MOWERY &

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

1,280

Total plan assets

$78.7M

Filings (rows)

Direct comp

$150K

Indirect comp

Aggregating 2 name variants under "MOWERY &"

MOWERY & SCHOENFELD6 MOWERY & SCHOENFELD WEALTH1

SERVICES PROVIDED

Accountant / Auditor3

Advisor / Consultant3

Other1

Top plans served

All 7 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
MOWERY & SCHOENFELD, LLC MOWERY & SCHOENFELD, LLC 401(K) PLAN	LINCOLNSHIRE, IL	Advisor / Consultant ADVISOR	156	$20.5M	$23K
MOWERY & SCHOENFELD, LLC MOWERY & SCHOENFELD, LLC 401(K) PLAN	LINCOLNSHIRE, IL	Advisor / Consultant ADVISOR	128	$17.7M	$37K
MOWERY & SCHOENFELD, LLC