SVA PLUMB FINANCIAL

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

397

Total plan assets

$14.3M

Filings (rows)

Direct comp

$48K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
AMTRACO AMERICAN TRADING COMPANIES LLC AMTRACO 401(K) PLAN	FRANKSVILLE, WI	Advisor / Consultant ADVISOR	146	$5.3M	$18K
AMTRACO AMERICAN TRADING COMPANIES LLC AMTRACO 401(K) PLAN	FRANKSVILLE, WI	Advisor / Consultant ADVISOR	87	$5.0M	$17K
COMMUNITY LIVING CONNECTIONS, INC.