· 2022–2024 · DOL EFAST2
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WEALTH — Form 5500 Service Provider Profile | Form 5500 Search
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WEALTH
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
1
Active participants
1,041
Total plan assets
$161.7M
Filings (rows)
1
Direct comp
$63K
Indirect comp
$0
Other variants under "WEALTH"
WEALTH MANAGEMENT SYSTEMS
161
WEALTH ENHANCEMENT ADVISORY SERVICE
66
WEALTHPLAN ADVISORS
52
WEALTH ADVISORY GROUP
39
WEALTH ENHANCEMENT ADVISORY SE
33
WEALTH ENHANCEMENT GROUP
31
WEALTH ENHANCEMENT ADVISORY
25
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
GLOBAL HEALTHCARE EXCHANGE, INC.
GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN
LOUISVILLE, CO
Advisor / Consultant
1,041
$161.7M
$63K
$0
WEALTH MANAGEMENT
23
WEALTHPLAN PARTNERS
22
WEALTHSPIRE ADVISORS
19
WEALTHCARE ADVISORY PARTNERS
17
WEALTH ALLIANCE ADVISORY GROUP
14
WEALTH ADVISORY SERVICES
10
WEALTH PLAN INVESTMENT MANAGEMENT
10
WEALTH ENHANCEMENT ADV SERVICES
9
WEALTH RESCUE STRATEGIES
9
WEALTH MANAGEMENT ADVISORS
9
WEALTH MANAGEMENT PARTNERS
7
WEALTHHARBOR CAPITAL GROUP
6
WEALTHMD
6
WEALTH PLAN INVESTMENT MGT
6
WEALTH TEAMS ALLIANCE
5
WEALTHPOINT ADVISORS
4
WEALTH PLAN ADVISORS
4
WEALTH NAVIGATION
4
WEALTH ALLANCE
3
WEALTH COACH SERVICES
3
WEALTH ENHANCEMNET ADVISORY SE
3
WEALTHPLANS
3
WEALTH ADVISORS OF IOWA
3
WEALTH ENHACEMENT GROUP
3
WEALTHSOUTH
3
WEALTH QUARTERBACK
3
WEALTHSOURCE MANAGEMENT
3
WEALTHRX
3
WEALTHSOURCE PARTNERS
3
WEALTH DIMENSIONS
3
WEALTHSHIELD PARTNERS
3
WEALTHCARE CAPITAL MANAGEMENT
3
WEALTH ENHANCEMENT
3
WEALTH PLAN PARTNER
3
WEALTH ADVISORS GROUP
3
WEALTH ENHANCEMENT ADVISOR SERVICES
3
WEALTHNET INVESTMENTS
3
WEALTH COLLABORATIVE
3
WEALTH PLAN INVESTMENT MNGMNT
2
WEALTH PLUS OF DAKOTAS
2
WEALTH MANAGEMENT STRATEGIES
2
WEALTH MANAGEMENT BY BERGANKDV
2
WEALTH ENHANCEMENT ADV SRVCS
2