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

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
INDUSTRIAL FINISHES & SYSTEMS, INC. INDUSTRIAL FINISHES & SYSTEMS, INC. PROFIT SHARING 401(K) PLAN	EUGENE, OR	Advisor / Consultant	369	$28.9M	$86K	$0
INDUSTRIAL FINISHES & SYSTEMS, INC. INDUSTRIAL FINISHES & SYSTEMS, INC. PROFIT SHARING 401(K) PLAN	EUGENE, OR