PELOTON WEALTH STRATEGISTS
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
3
Active participants
483
Total plan assets
$302.4M
Filings (rows)
3
Direct comp
$38K
Indirect comp
$0
SERVICES PROVIDED
Other3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| KRIEG DEVAULT LLP KRIEG DEVAULT PROFIT SHARING PLAN | INDIANAPOLIS, IN | Other NONE | 166 | $105.3M | $14K |
| KRIEG DEVAULT LLP KRIEG DEVAULT PROFIT SHARING PLAN | INDIANAPOLIS, IN | Other NONE | 162 | $105.2M | $12K |
| KRIEG DEVAULT LLP KRIEG DEVAULT PROFIT SHARING PLAN | INDIANAPOLIS, IN | Other NONE | 155 | $91.9M | $12K |