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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Culver Franchising System, LLC Culver Franchising System, LLC 401(k) Retirement Plan · all filings	PRAIRIE DU SAC, WI	Advisor / Consultant	350	$40.2M	$37K	$0
Culver Franchising System, LLC Culver Franchising System, LLC 401(k) Retirement Plan · all filings	PRAIRIE DU SAC, WI	Advisor / Consultant	307	$34.5M	$31K	$0
Culver Franchising System, LLC Culver Franchising System, LLC 401(k) Retirement Plan · all filings	PRAIRIE DU SAC, WI	Advisor / Consultant	265	$29.8M	$29K	$0