Uwharrie Investment 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

745

Total plan assets

$9.8M

Filings (rows)

Direct comp

$52K

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
GHA Autism Supports GHA Autism Supports 401(k) Plan · all filings	ALBEMARLE, NC	Advisor / Consultant	255	$3.6M	$20K	$0
GHA Autism Supports GHA Autism Supports 401(k) Plan · all filings	ALBEMARLE, NC	Advisor / Consultant	253	$3.3M	$17K	$0
GHA Autism Supports GHA Autism Supports 401(k) Plan · all filings	ALBEMARLE, NC	Advisor / Consultant	237	$2.9M	$15K	$0