WELLTH ADVISORYSERVICES

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

258

Total plan assets

$18.9M

Filings (rows)

Direct comp

$5K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Top plans served

All 1 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
THE LEWIS BEAR COMPANY THE LEWIS BEAR COMPANY PROFIT SHARING/401(K) PLAN	PENSACOLA, FL	Advisor / Consultant CONSULTANT	258	$18.9M	$5K