ZERMATT WEALTH PARTNERS

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

1,757

Total plan assets

$61.3M

Filings (rows)

Direct comp

$90K

Indirect comp

SERVICES PROVIDED

Other2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
HOL-DAV, INC. JOHNSON AUTOMOTIVE PROFIT SHARING PLAN	RALEIGH, NC	Other INVESTMENT/FINANCIAL ADVI	893	$33.6M	$58K
HOL-DAV, INC. JOHNSON AUTOMOTIVE PROFIT SHARING PLAN	RALEIGH, NC	Other INVESTMENT/FINANCIAL ADVI	864	$27.8M	$33K