Pension and Wealth Management Advis

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

275

Total plan assets

$15.9M

Filings (rows)

Direct comp

$49K

Indirect comp

Showing only "PENSION AND WEALTH MANAGEMENT ADVIS"

View all 6 variants aggregated →

PENSION AND ANNUITY PLAN OF BRICKLA6 PENSION AND RETIREMENT SERVICES5 PENSION AND ANNUITY PLAN OF BPF3 PENSION AND WEALTH MANAGEMENT ADVIS3 PENSION AND SAVINGS ANALYST3 PENSION AND RETIREMENT SERVICES LL2

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lake Sunapee Home Care and Hospice Lake Sunapee Home Care and Hospice Erisa 403(b) Plan · all filings	NEW LONDON, NH	Other service providers	84	$6.1M	$18K	$0
Lake Sunapee Home Care and Hospice Lake Sunapee Home Care and Hospice Erisa 403(b) Plan · all filings	NEW LONDON, NH	Other service providers	90	$5.3M	$15K	$0
Lake Sunapee Home Care and Hospice Lake Sunapee Home Care and Hospice Erisa 403(b) Plan · all filings	NEW LONDON, NH	Other service providers	101	$4.6M	$15K	$0