· 2022–2024 · DOL EFAST2
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WADDELL AND REED
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
157
Total plan assets
$6.7M
Filings (rows)
1
Direct comp
$0
Indirect comp
$0
Showing only "WADDELL AND REED"
View all 2 variants aggregated →
WADDELL AND ASSOCIATES
2
WADDELL AND REED
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
CAREER STEP, LLC
CARRUS 401(K) AND PROFIT SHARING PLAN
LEHI, UT
Advisor / Consultant
157
$6.7M
$0
$0
WADDELL AND REED — Form 5500 Service Provider Profile | Form 5500 Search