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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Central Valley Community Medical Imaging Community Medical Imaging 401(k) Profit Sharing Plan · all filings	FRESNO, CA	Advisor / Consultant	197	$77.5M	$89K	$0
Central Valley Community Medical Imaging Community Medical Imaging 401(k) Profit Sharing Plan · all filings	FRESNO, CA	Recordkeeper	183	$66.6M	$17K	$0
Central Valley Community Medical Imaging Community Medical Imaging 401(k) Profit Sharing Plan · all filings	FRESNO, CA	Recordkeeper	182	$64.5M	$76K	$0