WALDEN 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

1,020

Total plan assets

$276.8M

Filings (rows)

Direct comp

$116K

Indirect comp

SERVICES PROVIDED

Other3

Advisor / Consultant2

Top plans served

All 5 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
UNIVERSITY SCHOOL UNIVERSITY SCHOOL RETIREMENT SAVINGS PLAN	SHAKER HEIGHTS, OH	Other NONE	232	$77.8M	$30K
UNIVERSITY SCHOOL UNIVERSITY SCHOOL RETIREMENT SAVINGS PLAN	SHAKER HEIGHTS, OH	Other NONE	230	$71.2M	$27K
UNIVERSITY SCHOOL UNIVERSITY SCHOOL RETIREMENT SAVINGS PLAN