SAN LUIS WEALTH ADVISORS

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

1,414

Total plan assets

$83.8M

Filings (rows)

Direct comp

Indirect comp

$143K

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

Showing top 5 of 3 (largest by assets)

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
AVANQUEST NORTH AMERICA LLC. AVANQUEST NORTH AMERICA LLC. RETIREMENT PLAN	PLEASANTON, CA	Advisor / Consultant INVESTMENT ADVISORY	481	$32.9M	$0
AVANQUEST NORTH AMERICA LLC. AVANQUEST NORTH AMERICA LLC. RETIREMENT PLAN	PLEASANTON, CA	Advisor / Consultant INVESTMENT ADVISORY	481	$32.9M	$0
AVANQUEST NORTH AMERICA LLC.