WPWEALTH

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

643

Total plan assets

$11.8M

Filings (rows)

Direct comp

$87K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
UMC ENERGY SOLUTIONS, INC. UMC ENERGY SOLUTIONS 401(K) PLAN	JOSHUA, TX	Advisor / Consultant INVESTMENT MANAGER	287	$4.5M	$33K
UMC ENERGY SOLUTIONS, INC. UMC ENERGY SOLUTIONS 401(K) PLAN	JOSHUA, TX	Advisor / Consultant INVESTMENT MANAGER	131	$3.9M	$28K
UMC ENERGY SOLUTIONS, INC. UMC ENERGY SOLUTIONS 401(K) PLAN