SQUIRE WEALTH 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

708

Total plan assets

$38.4M

Filings (rows)

Direct comp

$88K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
NETDOCUMENTS SOFTWARE, INC. NETDOCUMENTS SOFTWARE, INC. 401(K) PLAN	LEHI, UT	Advisor / Consultant ADVISOR	374	$21.9M	$48K
NETDOCUMENTS SOFTWARE, INC. NETDOCUMENTS SOFTWARE, INC. 401(K) PLAN	LEHI, UT	Advisor / Consultant ADVISOR	334	$16.5M	$40K