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

Top plans served

All 1 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
LIGHTYEAR DEALER TECHNOLOGIES, LLC DEALERBUILT 401(K) PLAN	HOUSTON, TX	Advisor / Consultant ADVISOR	121	$4.4M	$20K