Lodestar Wealth

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

123

Total plan assets

$3.8M

Filings (rows)

Direct comp

$8K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Triumph, Inc. 403(b) Thrift Plan for Employees of Triumph, Inc. · all filings	TAUNTON, MA	Advisor / Consultant	123	$3.8M	$8K	$0