Trasatti Wealth Planning

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

121

Total plan assets

$4.4M

Filings (rows)

Direct comp

$20K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lightyear Dealer Technologies, LLC Dealerbuilt 401(k) Plan · all filings	HOUSTON, TX	Advisor / Consultant	121	$4.4M	$20K	$0