Cypress Wealth Services

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

1,467

Total plan assets

$16.7M

Filings (rows)

Direct comp

$71K

Indirect comp

Showing only "CYPRESS WEALTH SERVICES"

View all 2 variants aggregated →

CYPRESS WEALTH SERVICES2 CYPRESS WEALTH MANAGEMENT1

SERVICES PROVIDED

Other service providers2

Prospecting the plans that use Cypress Wealth Services?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Signature Dental Partners LLC Signature Dental Partners LLC 401(k) Plan · all filings	PHOENIX, AZ	Other service providers	774	$9.5M	$39K	$0
Signature Dental Partners LLC Signature Dental Partners LLC 401(k) Plan · all filings	PHOENIX, AZ	Other service providers	693	$7.2M	$32K	$0