WAYPOINT 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

779

Total plan assets

$460.5M

Filings (rows)

Direct comp

$49K

Indirect comp

Showing only "WAYPOINT WEALTH PARTNERS"

View all 2 variants aggregated →

WAYPOINT WEALTH COUNSEL4 WAYPOINT WEALTH PARTNERS3

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN	SAN FRANCISCO, CA	Other service providers	252	$178.0M	$18K	$0
HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN	SAN FRANCISCO, CA	Other service providers