Westhill Financial Advisors

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

213

Total plan assets

$20.4M

Filings (rows)

Direct comp

$62K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
One Degree One Degree 403(b) Plan · all filings	OAKLAND, CA	Investment manager	24	$8.7M	$17K	$0
One Degree One Degree 403(b) Plan · all filings	OAKLAND, CA	Investment manager	9	$8.1M	$20K	$0
Sourcewise Sourcewise Money Purchase Pension Plan · all filings	SANTA CLARA, CA	Advisor / Consultant	85	$3.6M	$15K	$0
West Coast Industries, Inc. West Coast Industries, Inc. 401(k) Profit Sharing Plan · all filings	CARSON, CA	Advisor / Consultant	95	—	$10K	$0