Ledge 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

6,994

Total plan assets

$1.2B

Filings (rows)

Direct comp

$429K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant7

Other service providers5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lathrop GPM LLP Lathrop GPM LLP Retirement Plan and Trust · all filings	KANSAS CITY, MO	Other service providers	425	$334.4M	$11K	$0
Lathrop GPM LLP Lathrop GPM LLP Retirement Plan and Trust · all filings	KANSAS CITY, MO	Other service providers	465	$309.3M	$11K	$0
Marco, Inc. Marco Technologies, LLC 401(k) Plan · all filings	ST. CLOUD, MN	Advisor / Consultant	1,273	$151.4M	$55K	$0
Marco, Inc. Marco Technologies, LLC 401(k) Plan · all filings	ST. CLOUD, MN	Advisor / Consultant	1,177	$128.7M	$55K	$0
Marco, Inc. Marco Technologies, LLC 401(k) Plan · all filings	ST. CLOUD, MN	Advisor / Consultant	1,118	$103.5M	$58K	$0
Minnesota AG Power, Inc. DBA Midwest Machinery Co. Midwest Machinery Co. 401(k) Plan · all filings	GLENCOE, MN	Advisor / Consultant	615	$56.4M	$16K	$0
Minnesota AG Power, Inc. DBA Midwest Machinery Co. Midwest Machinery Co. 401(k) Plan · all filings	GLENCOE, MN	Advisor / Consultant	627	$48.7M	$85K	$0
Minnesota AG Power, Inc. DBA Midwest Machinery Co. Midwest Machinery Co. 401(k) Plan · all filings	GLENCOE, MN	Advisor / Consultant	637	$39.5M	$74K	$0
Central McGowan, Inc. Central McGowan, Inc. 401(k) and Profit Sharing Plan · all filings	ST CLOUD, MN	Other service providers	150	$16.5M	$21K	$0
Central McGowan, Inc. Central McGowan, Inc. 401(k) and Profit Sharing Plan · all filings	ST CLOUD, MN	Other service providers	139	$14.4M	$19K	$0
Central McGowan, Inc. Central McGowan, Inc. 401(k) and Profit Sharing Plan · all filings	ST CLOUD, MN	Other service providers	131	$12.8M	$23K	$0
Lake Area Discovery Center Lake Area Discovery Center 401(k) Plan · all filings	WHITE BEAR LAKE, MN	Advisor / Consultant	237	$1.2M	$2K	$0