WINDWARD WEALTH STRATEGIES

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

922

Total plan assets

$104.5M

Filings (rows)

Direct comp

$97K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CULVER FRANCHISING SYSTEM, LLC CULVER FRANCHISING SYSTEM, LLC 401(K) RETIREMENT PLAN	PRAIRIE DU SAC, WI	Advisor / Consultant INVESTMENT ADVISOR	350	$40.2M	$37K
CULVER FRANCHISING SYSTEM, LLC CULVER FRANCHISING SYSTEM, LLC 401(K) RETIREMENT PLAN	PRAIRIE DU SAC, WI	Advisor / Consultant INVESTMENT ADVISOR	307	$34.5M	$31K
CULVER FRANCHISING SYSTEM, LLC