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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
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Chinatown Community Development Center
Chinatown CDC 403(b) Plan ·
all filings
SAN FRANCISCO, CA
Advisor / Consultant
257
$18.2M
$11K
$0
Wellth Advisry Services — Form 5500 Service Provider Profile | Form 5500 Search