Next Level Wealth Planning

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

197

Total plan assets

$2.8M

Filings (rows)

Direct comp

$12K

Indirect comp

Showing only "NEXT LEVEL WEALTH PLANNING"

View all 3 variants aggregated →

NEXT LEVEL PLANNING5 NEXT LEVEL PRIVATE1 NEXT LEVEL WEALTH PLANNING1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ashley Manor, LLC Ashley Manor, LLC 401(k) Plan · all filings	MERIDIAN, ID	Advisor / Consultant	197	$2.8M	$12K	$0