WINNOW WEALTH

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

956

Total plan assets

$57.2M

Filings (rows)

Direct comp

$102K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
METHODIST CHILDREN'S HOME METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN	WACO, TX	Advisor / Consultant INVESTMENT ADVISOR	364	$20.4M	$40K
METHODIST CHILDREN'S HOME METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN	WACO, TX	Advisor / Consultant INVESTMENT ADVISOR	299	$19.6M	$35K
METHODIST CHILDREN'S HOME