PENSON BENEFITS UNLIMITED

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

257

Total plan assets

$43.5M

Filings (rows)

Direct comp

$9K

Indirect comp

SERVICES PROVIDED

TPA / Administrator2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
WESTERN PACIFIC DISTRIBUTING, LLC WESTERN PACIFIC DISTRIBUTING, LLC 401(K) PROFIT SHARING PLAN	ORANGE, CA	TPA / Administrator TPA	129	$23.6M	$6K
WESTERN PACIFIC DISTRIBUTING, LLC WESTERN PACIFIC DISTRIBUTING, LLC 401(K) PROFIT SHARING PLAN	ORANGE, CA	TPA / Administrator TPA	128	$19.9M	$3K