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

Active participants

157

Total plan assets

$6.7M

Filings (rows)

Direct comp

Indirect comp

Showing only "WADDELL AND REED"

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WADDELL AND ASSOCIATES2 WADDELL AND REED1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Career Step, LLC Carrus 401(k) and Profit Sharing Plan · all filings	LEHI, UT	Advisor / Consultant	157	$6.7M	$0	$0