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Northbridge Wealth Management — Form 5500 Service Provider Profile | Form 5500 Search
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Northbridge 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
1
Active participants
157
Total plan assets
$22.7M
Filings (rows)
1
Direct comp
$50K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Spero Financial Federal Credit Union
Spero Financial Federal Credit Union 401(k)/Profit Sharing Plan ·
all filings
GREENVILLE, SC
Advisor / Consultant
157
$22.7M
$50K
$0