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

Other service providers3

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
University School University School Retirement Savings Plan · all filings	SHAKER HEIGHTS, OH	Other service providers	232	$77.8M	$30K	$0
University School University School Retirement Savings Plan · all filings	SHAKER HEIGHTS, OH	Other service providers	230	$71.2M	$27K	$0
University School University School Retirement Savings Plan · all filings	SHAKER HEIGHTS, OH	Other service providers	244	$64.1M	$24K	$0
Laurel School Laurel School Defined Contribution Retirement Plan · all filings	SHAKER HEIGHTS, OH	Advisor / Consultant	156	$33.5M	$18K	$0
Laurel School Laurel School Defined Contribution Retirement Plan · all filings	SHAKER HEIGHTS, OH	Advisor / Consultant	158	$30.2M	$17K	$0