SUGARLOAF WEALTH MANAGEMENT
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
6
Active participants
3,329
Total plan assets
$163.2M
Filings (rows)
6
Direct comp
$210K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant4
Other2
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| E. R. SNELL CONTRACTOR, INC. E. R. SNELL CONTRACTOR, INC. PROFIT SHARING PLAN | SNELLVILLE, GA | Advisor / Consultant ADVISOR | 1,138 | $56.6M | $70K |
| E. R. SNELL CONTRACTOR, INC. E. R. SNELL CONTRACTOR, INC. PROFIT SHARING PLAN | SNELLVILLE, GA | Advisor / Consultant ADVISOR | 969 | $50.1M | $60K |
| E. R. SNELL CONTRACTOR, INC. E. R. SNELL CONTRACTOR, INC. PROFIT SHARING PLAN | SNELLVILLE, GA | Advisor / Consultant ADVISOR | 770 | $41.8M | $47K |
| BBS ENTERPRISES, INC BBS ENTERPRISES, INC. PROFIT SHARING PLAN | TUCKER, GA | Other INVESTMENT MGMT | 134 | $7.6M | $17K |
| BBS ENTERPRISES, INC BBS ENTERPRISES, INC. PROFIT SHARING PLAN | TUCKER, GA | Other INVESTMENT MGMT | 136 | $6.6M | $15K |
| METRO WATERPROOFING, INC. METRO WATERPROOFING 401(K) PLAN | SCOTTSDALE, GA | Advisor / Consultant INVESTMENT ADVISOR | 182 | $327K | $2K |