WURTS ASSOCIATES

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

7,727

Total plan assets

$1.5B

Filings (rows)

Direct comp

$148K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

TPA / Administrator1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CONFLUENCE HEALTH CONFLUENCE HEALTH 401(K) PLAN	WENATCHEE, WA	Advisor / Consultant CONSULTANT	3,651	$697.1M	$43K
CONFLUENCE HEALTH CONFLUENCE HEALTH 401K PLAN AND TRUST	WENATCHEE, WA	Advisor / Consultant CONSULTANT	3,668	$558.7M	$40K
WESTFIELD, LLC WESTFIELD, LLC 401(K) PLAN