WARD CAPITAL MANAGEMENT

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

429

Total plan assets

$3.9M

Filings (rows)

Direct comp

$23K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
MONTEREY SD PARTNERS, INC. MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST	SAN DIEGO, CA	Advisor / Consultant ADVISOR	216	$2.1M	$12K
MONTEREY SD PARTNERS INC MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST	SAN DIEGO, CA	Advisor / Consultant ADVISOR	213	$1.8M	$10K