Truwealth 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

531

Total plan assets

$25.2M

Filings (rows)

Direct comp

$45K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Onpath Federal Credit Union Onpath Federal Credit Union · all filings	METAIRIE, LA	Advisor / Consultant	253	$13.0M	$15K	$0
Louisiana Federal Credit Union Louisiana Federal Credit Union 401(k) Plan · all filings	LA PLACE, LA	Advisor / Consultant	123	$11.0M	$24K	$0
Pontchartrain Foods, Inc. Pontchartrain Foods, Inc. 401(k) Plan · all filings	COVINGTON, LA	Advisor / Consultant	155	$1.1M	$5K	$0