Wealth and

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

7,685

Total plan assets

$231.7M

Filings (rows)

Direct comp

$902K

Indirect comp

$6K

Aggregating 3 name variants under "WEALTH AND"

Click a variant to view it alone

WEALTH AND PENSION ADMINISTRATORS1 WEALTH AND PENSION ADMINISTRATION1 WEALTH AND PENSION SERVICE GROUP1

SERVICES PROVIDED

Other service providers2

Advisor / Consultant1

Prospecting the plans that use Wealth and?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees Michigan Laborers' Health Care Fund Michigan Laborers' Health Care Fund · all filings	LANSING, MI	Other service providers	5,709	$137.5M	$871K	$0
BD of Trustees Laborers' Metro Health Care Fund Laborers' Metropolitan Detroit Health Care Fund · all filings	LANSING, MI	Other service providers	1,705	$83.8M	$31K	$0
Jackson Therapy Partners LLC Jackson Orlando Associates 401(k) Plan · all filings	ORLANDO, FL	Advisor / Consultant	271	$10.5M	$0	$6K