Truenorth Wealth

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

3,202

Total plan assets

$96.1M

Filings (rows)

Direct comp

$85K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Summit Physician Specialists, P.C. Summit Physician Specialists Retirement Plan · all filings	MURRAY, UT	Advisor / Consultant	93	$60.5M	$9K	$0
Integrated Employer Solutions, Inc. Integrated Employer Solutions 401(k) Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	915	$14.7M	$5K	$0
Integrated Employer Solutions, Inc. Integrated Employer Solutions 401(k) Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	1,418	$12.2M	$40K	$0
Integrated Employer Solutions Integrated Employer Solutions 401(k) Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	776	$8.6M	$32K	$0