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"

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

SERVICES PROVIDED

Other2

Advisor / Consultant1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BOARD OF TRUSTEES MICHIGAN LABORERS' HEALTH CARE FUND MICHIGAN LABORERS' HEALTH CARE FUND	LANSING, MI	Other NONE	5,709	$137.5M	$871K
BD OF TRUSTEES LABORERS' METRO HEALTH CARE FUND LABORERS' METROPOLITAN DETROIT HEALTH CARE FUND	LANSING, MI	Other NONE	1,705	$83.8M	$31K
JACKSON THERAPY PARTNERS LLC