SCHULTZ FINANCIAL GROUP

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

634

Total plan assets

$223.8M

Filings (rows)

Direct comp

$16K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Other1

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
MUNGER, TOLLES & OLSON LLP MTO PROFIT SHARING PLAN	LOS ANGELES, CA	Other IND ADV, PARTICIPANT	323	$125.7M	$11K
MUNGER, TOLLES & OLSON LLP MTO PROFIT SHARING PLAN	LOS ANGELES, CA	Advisor / Consultant INVESTMENT ADVISORY	311	$98.1M	$6K