· 2022–2024 · DOL EFAST2
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UPPER LEFT WEALTH MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search
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UPPER LEFT 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
144
Total plan assets
$25.2M
Filings (rows)
1
Direct comp
$114K
Indirect comp
$0
SERVICES PROVIDED
Other
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
DT GLOBAL LLC DBA DT GLOBAL
DT GLOBAL 401(K) PROFIT SHARING PLAN
ARLINGTON, VA
Other
SERVICE PROVIDER
144
$25.2M
$114K
