Total Wealth Solutionslpl

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

217

Total plan assets

$4.7M

Filings (rows)

Direct comp

Indirect comp

Showing only "TOTAL WEALTH SOLUTIONSLPL"

View all 3 variants aggregated →

TOTAL WEALTH PLANNING12 TOTAL WEALTH ADVISORS3 TOTAL WEALTH SOLUTIONSLPL2

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Bay Systems Consulting, Inc. Bay Systems Consulting, Inc. 401(k) Plan · all filings	LOS ALTOS, CA	Advisor / Consultant	114	$2.5M	$0	$0
Bay Systems Consulting, Inc. Bay Systems Consulting, Inc. 401(k) Plan · all filings	LOS ALTOS, CA	Advisor / Consultant	103	$2.2M	$0	$0