Golden State Wealth Management

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

2,650

Total plan assets

$64.7M

Filings (rows)

Direct comp

$125K

Indirect comp

Showing only "GOLDEN STATE WEALTH MANAGEMENT"

View all 4 variants aggregated →

GOLDEN STATE WEALTH MANAGEMENT11 GOLDEN STATE EQUITY PARTNERS L7 GOLDEN STATE WEALTH MANAGMENT4 GOLDEN STATE EQUITY PARTNERS1

SERVICES PROVIDED

Other service providers8

Advisor / Consultant3

Prospecting the plans that use Golden State Wealth Management?

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 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
California Farm Bureau Federation California Farm Bureau Member Employer Retirement Plan (MEP) · all filings	SACRAMENTO, CA	Advisor / Consultant	1,524	$33.8M	$48K	$0
HCI Systems, Inc. HCI Systems, Inc. 401(k) Profit Sharing Plan · all filings	ONTARIO, CA	Other service providers	910	$22.2M	$57K	$0
The Super Dentists, Inc. Safe-Harbor 401(k) Profit Sharing Plan for Employees of TH · all filings	SAN DIEGO, CA	Other service providers	216	$8.7M	$20K	$0