SOLTIS INVETMENT 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

2,023

Total plan assets

$288.0M

Filings (rows)

Direct comp

$214K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SCHWABE NORTH AMERICA NATURE'S WAY 401(K) PLAN	GREEN BAY, WI	Advisor / Consultant INVESTMENT ADVISOR	676	$108.8M	$54K
SCHWABE NORTH AMERICA NATURE'S WAY 401(K) PLAN	GREEN BAY, WI	Advisor / Consultant INVESTMENT ADVISOR	659	$96.2M	$68K
SCHWABE NORTH AMERICA NATURE'S WAY 401(K) PLAN