Wealth Enhancement Advisor Services

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

2,916

Total plan assets

$18.6M

Filings (rows)

Direct comp

$48K

Indirect comp

Showing only "WEALTH ENHANCEMENT ADVISOR SERVICES"

View all 11 variants aggregated →

WEALTH ENHANCEMENT ADVISORY SERVICE68 WEALTH ENHANCEMENT ADVISORY SE33 WEALTH ENHANCEMENT GROUP31 WEALTH ENHANCEMENT ADVISORY25 WEALTH ENHANCEMENT ADV SERVICES9 WEALTH ENHANCEMENT3 WEALTH ENHANCEMENT ADVISOR SERVICES

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Epic Long Island, Inc. Epic Long Island, Inc. Tax Deferred Annunity Plan · all filings	EAST MEADOW, NY	Advisor / Consultant	1,093	$6.5M	$17K	$0
Epic Long Island, Inc. Epic Long Island, Inc. Tax Deferred Annunity Plan · all filings	EAST MEADOW, NY	Advisor / Consultant	1,023	$6.4M	$15K	$0
Epic Long Island, Inc. Epic Long Island, Inc. Tax Deferred Annunity Plan · all filings	EAST MEADOW, NY	Advisor / Consultant	800	$5.7M	$17K	$0