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

531

Total plan assets

$40.5M

Filings (rows)

Direct comp

$12K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Lewis Bear Company The Lewis Bear Company Profit Sharing/401(k) Plan · all filings	PENSACOLA, FL	Advisor / Consultant	273	$21.6M	$7K	$0
The Lewis Bear Company The Lewis Bear Company Profit Sharing/401(k) Plan · all filings	PENSACOLA, FL	Advisor / Consultant	258	$18.9M	$5K	$0