BASEPOINT 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

935

Total plan assets

$135.3M

Filings (rows)

Direct comp

$96K

Indirect comp

$110K

SERVICES PROVIDED

Advisor / Consultant5

Top plans served

All 5 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
OB-GYN ASSOCIATES, P.C. OB-GYN ASSOCIATES, P.C. PROFIT SHARING PLAN	CEDAR RAPIDS, IA	Advisor / Consultant ADVISOR	106	$33.5M	$48K
OB-GYN ASSOCIATES, P.C. OB-GYN ASSOCIATES, P.C. PROFIT SHARING PLAN	CEDAR RAPIDS, IA	Advisor / Consultant ADVISOR	101	$30.3M	$48K
MOUNT MERCY UNIVERSITY