Plan a Wealth

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

154

Total plan assets

$41.2M

Filings (rows)

Direct comp

$9K

Indirect comp

Showing only "PLAN A WEALTH"

View all 7 variants aggregated →

PLAN ADMINISTRATOR5 PLAN ADMINISTRATION COMMITTEE3 PLAN ADMINISTRATION & CONSULTING L2 PLAN ACCESS2 PLAN ADMINISTRATION & CONSULTINGLLC1 PLAN ADMINISTRATION & CONSULTING1 PLAN A WEALTH1

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
PEN-Link, Ltd. PEN-Link, Ltd. 401(k) Plan · all filings	LINCOLN, NE	Other service providers	154	$41.2M	$9K	$0