ROCKLINE 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

1,774

Total plan assets

$38.6M

Filings (rows)

Direct comp

$47K

Indirect comp

SERVICES PROVIDED

Other2

Advisor / Consultant2

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CAM-HELD ENTERPRISES, INC. JUST KIDS 401(K) PLAN	MIDDLE ISLAND, NY	Advisor / Consultant INVESTMENT ADVISOR	635	$14.2M	$24K
CAM-HELD ENTERPRISES, INC. JUST KIDS 401(K) PLAN	MIDDLE ISLAND, NY	Advisor / Consultant INVESTMENT ADVISOR	593	$13.6M	$2K
NICOLIA INDUSTRIES INC. NICOLIA 401(K) PLAN