Pension & Wealth Management Advisor

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

540

Total plan assets

$27.8M

Filings (rows)

Direct comp

$128K

Indirect comp

Showing only "PENSION & WEALTH MANAGEMENT ADVISOR"

View all 3 variants aggregated →

PENSION & BENEFITS SOLUTIONS9 PENSION & WEALTH MANAGEMENT ADVISOR3 PENSION & BENEFITS LIVE1

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Cornerstone VNA Cornerstone VNA Retirement Plan · all filings	ROCHESTER, NH	Advisor / Consultant	201	$10.9M	$50K	$0
Cornerstone VNA Cornerstone VNA Retirement Plan · all filings	ROCHESTER, NH	Advisor / Consultant	179	$9.5M	$41K	$0
Cornerstone VNA Cornerstone VNA Retirement Plan · all filings	ROCHESTER, NH	Advisor / Consultant	160	$7.4M	$36K	$0