SPARTAN PLANNING AND WEALTH MGMT
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
557
Total plan assets
$21.1M
Filings (rows)
3
Direct comp
$135K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COOPER ELECTRICAL CONSTRUCTION COMPANY COOPER ELECTRICAL CONSTRUCTION COMPANY 401K SAVINGS PLAN | GREENSBORO, NC | Advisor / Consultant ADVISOR | 120 | $7.3M | $39K |
| COOPER ELECTRICAL CONSTRUCTION COMPANY COOPER ELECTRICAL CONSTRUCTION COMPANY 401K SAVINGS PLAN | GREENSBORO, NC | Advisor / Consultant ADVISOR | 210 | $7.2M | $36K |
| COOPER ELECTRICAL CONSTRUCTION COMPANY COOPER ELECTRICAL CONSTRUCTION COMPANY 401K SAVINGS PLAN | GREENSBORO, NC | Advisor / Consultant ADVISOR | 227 | $6.6M | $60K |