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

Prospecting the plans that use Trusted Wealth Partners?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
31ST Capital Inc. 31ST Street Capital Retirement Plan · all filings	LINCOLN, NE	Advisor / Consultant	187	$8.2M	$18K	$0
31ST Street Capital 31ST Street Capital Retirement Plan · all filings	LINCOLN, NE	Advisor / Consultant	217	$6.4M	$13K	$0
31ST Street Capital 31ST Street Capital Retirement Plan · all filings	LINCOLN, NE	Advisor / Consultant	179	$3.4M	$10K	$0