· 2022–2024 · DOL EFAST2
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WEALTH ENHCNACEMENT GROUP
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
2
Active participants
272
Total plan assets
$23.0M
Filings (rows)
2
Direct comp
$140K
Indirect comp
$0
SERVICES PROVIDED
Other
2
Top plans served
All 2 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
THERM, INCORPORATED
THERM, INCORPORATED 401(K) PLAN
ITHACA, NY
Other
NONE
139
$11.7M
$66K
THERM, INCORPORATED
THERM, INCORPORATED 401(K) PLAN
ITHACA, NY
Other
NONE
133
$11.3M
$74K
WEALTH ENHCNACEMENT GROUP — Form 5500 Service Provider Profile | Form 5500 Search