Stockman Wealth

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

2,848

Total plan assets

$192.3M

Filings (rows)

Direct comp

$330K

Indirect comp

Aggregating 2 name variants under "STOCKMAN WEALTH"

Click a variant to view it alone

STOCKMAN WEALTH MANAGEMENT5 STOCKMAN WEALTH MANAGEMENT DBA INVE3

SERVICES PROVIDED

Advisor / Consultant8

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Allegiance Benefit Plan Management, Inc. Allegiance Benefit Plan Management, Inc. 401(k) Plan · all filings	MISSOULA, MT	Advisor / Consultant	677	$55.3M	$75K	$0
Allegiance Benefit Plan Management, Inc. Allegiance Benefit Plan Management, Inc. 401(k) Plan · all filings	MISSOULA, MT	Advisor / Consultant	641	$49.5M	$68K	$0
Allegiance Benefit Plan Management, Inc. Allegiance Benefit Plan Management, Inc. 401(k) Plan · all filings	MISSOULA, MT	Advisor / Consultant	635	$38.9M	$50K	$0
LHC, Incorporated LHC, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan · all filings	KALISPELL, MT	Advisor / Consultant	234	$13.0M	$37K	$0
LHC, Incorporated LHC, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan · all filings	KALISPELL, MT	Advisor / Consultant	228	$12.5M	$41K	$0
LHC, Incorporated LHC, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan · all filings	KALISPELL, MT	Advisor / Consultant	236	$10.9M	$38K	$0
Good Food Store, Inc. Good Food Store, Inc. 401(k) Profit Sharing Plan · all filings	MISSOULA, MT	Advisor / Consultant	140	$8.0M	$2K	$0
Brewer Dental Center, PLLC Brewer Dental Center, PLLC 401(k) Profit Sharing Plan · all filings	BILLINGS, MT	Advisor / Consultant	57	$4.3M	$19K	$0