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

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Burkes Mechanical, Inc. Burkes Mechanical, Inc. 401(k) Plan · all filings	BRENT, AL	Advisor / Consultant	617	$27.7M	$46K	$0
Burkes Mechanical, Inc. Burkes Mechanical, Inc. 401(k) Plan · all filings	BRENT, AL	Advisor / Consultant	605	$23.5M	$38K	$0
Burkes Mechanical, Inc. Burkes Mechanical, Inc. 401(k) Plan · all filings	BRENT, AL	Advisor / Consultant	583	$20.0M	$37K	$0