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

Active participants

318

Total plan assets

$48.3M

Filings (rows)

Direct comp

$108K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

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	161	$25.7M	$58K	$0
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