SAPERE 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

1,065

Total plan assets

$24.7M

Filings (rows)

Direct comp

$113K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
INTERCHANGE GROUP, INC. INTERCHANGE GROUP, INC. 401(K) PLAN	HARRISONBURG, VA	Advisor / Consultant	381	$9.8M	$39K	$0
INTERCHANGE GROUP, INC. INTERCHANGE GROUP, INC. 401(K) PLAN	HARRISONBURG, VA	Advisor / Consultant