Sapient Wealth Management Services

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

1,042

Total plan assets

$80.9M

Filings (rows)

Direct comp

$198K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Industrial Finishes & Systems, Inc. Industrial Finishes & Systems, Inc. Profit Sharing 401(k) Plan · all filings	EUGENE, OR	Advisor / Consultant	369	$28.9M	$86K	$0
Industrial Finishes & Systems, Inc. Industrial Finishes & Systems, Inc. Profit Sharing 401(k) Plan · all filings	EUGENE, OR	Advisor / Consultant	332	$27.8M	$76K	$0
Industrial Finishes & Systems, Inc. Industrial Finishes & Systems, Inc. Profit Sharing 401(k) Plan · all filings	EUGENE, OR	Broker	341	$24.2M	$35K	$0