TRUEWEALTH ADVISORS

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

1,805

Total plan assets

$71.3M

Filings (rows)

Direct comp

$121K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BURKES MECHANICAL, INC. BURKES MECHANICAL, INC. 401(K) PLAN	BRENT, AL	Advisor / Consultant INVESTMENT ADVISOR	617	$27.7M	$46K
BURKES MECHANICAL, INC. BURKES MECHANICAL, INC. 401(K) PLAN	BRENT, AL	Advisor / Consultant INVESTMENT ADVISOR	605	$23.5M	$38K
BURKES MECHANICAL, INC. BURKES MECHANICAL, INC. 401(K) PLAN