Waypoint Capital Advisors

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

1,915

Total plan assets

$1.4B

Filings (rows)

Direct comp

$97K

Indirect comp

SERVICES PROVIDED

Investment manager6

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Spectrum Healthcare Partners, P.A. Spectrum Healthcare Partners, P.A. 401(k) Profit Sharing Plan · all filings	SOUTH PORTLAND, ME	Investment manager	489	$359.7M	$23K	$0
Spectrum Healthcare Partners, P.A. Spectrum Healthcare Partners, P.A. 401(k) Profit Sharing Plan · all filings	SOUTH PORTLAND, ME	Investment manager	486	$340.0M	$21K	$0
Spectrum Healthcare Partners, P.A. Spectrum Healthcare Partners, P.A. 401(k) Profit Sharing Plan · all filings	SOUTH PORTLAND, ME	Investment manager	506	$290.9M	$18K	$0
MOSS & Barnett, a Professional Association MOSS & Barnett Profit Sharing and 401(k) Plan · all filings	MINNEAPOLIS, MN	Investment manager	141	$141.1M	$12K	$0
MOSS & Barnett, a Professional Association MOSS & Barnett Profit Sharing and 401(k) Plan · all filings	MINNEAPOLIS, MN	Investment manager	152	$133.6M	$12K	$0
MOSS & Barnett, a Professional Association MOSS & Barnett Profit Sharing and 401(k) Plan · all filings	MINNEAPOLIS, MN	Investment manager	141	$116.8M	$11K	$0