Spartan 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

17,058

Total plan assets

$991.5M

Filings (rows)

Direct comp

$111K

Indirect comp

Aggregating 2 name variants under "SPARTAN WEALTH"

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SPARTAN WEALTH MANAGEMENT1 SPARTAN WEALTH ADVISORY1

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Principal Life Insurance Company Thrivewise Pooled Employer Plan · all filings	DES MOINES, IA	Advisor / Consultant	7,940	$731.8M	$17K	$6
United Wholesale Mortgage, LLC United Wholesale Mortgage, LLC Profit Sharing Plan and Trust · all filings	PONTIAC, MI	Advisor / Consultant	9,118	$259.7M	$93K	$0