· 2022–2024 · DOL EFAST2
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Spartan Wealth Management — Form 5500 Service Provider Profile | Form 5500 Search
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Spartan Wealth Management
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
1
Active participants
7,940
Total plan assets
$731.8M
Filings (rows)
1
Direct comp
$17K
Indirect comp
$6
Showing only "SPARTAN WEALTH MANAGEMENT"
View all 2 variants aggregated →
SPARTAN WEALTH MANAGEMENT
1
SPARTAN WEALTH ADVISORY
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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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