TRUSTED WEALTH PARTNERS

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

583

Total plan assets

$18.1M

Filings (rows)

Direct comp

$41K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
31ST CAPITAL INC. 31ST STREET CAPITAL RETIREMENT PLAN	LINCOLN, NE	Advisor / Consultant FINANCIAL ADVISOR	187	$8.2M	$18K
31ST STREET CAPITAL 31ST STREET CAPITAL RETIREMENT PLAN	LINCOLN, NE	Advisor / Consultant FINANCIAL ADVISOR	217	$6.4M	$13K
31ST STREET CAPITAL 31ST STREET CAPITAL RETIREMENT PLAN