· 2022–2024 · DOL EFAST2
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WELLTH ADVISRY SERVICES — Form 5500 Service Provider Profile | Form 5500 Search
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WELLTH ADVISRY SERVICES
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
1
Active participants
257
Total plan assets
$18.2M
Filings (rows)
1
Direct comp
$11K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
CHINATOWN COMMUNITY DEVELOPMENT CENTER
CHINATOWN CDC 403(B) PLAN
SAN FRANCISCO, CA
Advisor / Consultant
ADVISOR
257
$18.2M
$11K
