WHELAN FINANCIAL

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

562

Total plan assets

$208.7M

Filings (rows)

Direct comp

$183K

Indirect comp

SERVICES PROVIDED

Recordkeeper2

Advisor / Consultant1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN	FRESNO, CA	Advisor / Consultant INVESTMENT ADVISOR	197	$77.5M	$89K
CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN	FRESNO, CA	Recordkeeper RECORDKEEPER	183	$66.6M	$17K
CENTRAL VALLEY COMMUNITY MEDICAL IMAGING