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 ADVISORS5 KEYSTONE WEALTH MANAGEMENT3

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
THE METH-WICK COMMUNITY THE METH-WICK COMMUNITY 401(K) PLAN	CEDAR RAPIDS, IA	Advisor / Consultant	135	$5.7M	$15K	$0
THE METH-WICK COMMUNITY THE METH-WICK COMMUNITY 401(K) PLAN	CEDAR RAPIDS, IA	Advisor / Consultant