Keystone 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

425

Total plan assets

$16.1M

Filings (rows)

Direct comp

$46K

Indirect comp

Showing only "KEYSTONE WEALTH MANAGEMENT"

View all 2 variants aggregated →

KEYSTONE WEALTH ADVISORS6 KEYSTONE WEALTH MANAGEMENT3

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The METH-WICK Community The METH-WICK Community 401(k) Plan · all filings	CEDAR RAPIDS, IA	Advisor / Consultant	135	$5.7M	$15K	$0
The METH-WICK Community The METH-WICK Community 401(k) Plan · all filings	CEDAR RAPIDS, IA	Advisor / Consultant	154	$5.6M	$16K	$0
The METH-WICK Community The METH-WICK Community 401(k) Plan · all filings	CEDAR RAPIDS, IA	Advisor / Consultant	136	$4.9M	$14K	$0