WEALTHSOURCE 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

6,645

Total plan assets

$136.7M

Filings (rows)

Direct comp

$35K

Indirect comp

$122K

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SECURITY INDUSTRY SPECIALISTS, INC. SIS 401(K) PLAN	CULVER CITY, CA	Advisor / Consultant INVESTMENT ADVISOR	2,525	$56.7M	$0
SECURITY INDUSTRY SPECIALISTS, INC. SIS 401(K) PLAN	CULVER CITY, CA	Advisor / Consultant INVESTMENT ADVISOR	1,864	$44.8M	$0
SECURITY INDUSTRY SPECIALISTS, INC. SIS 401(K) PLAN