WEALTH MANAGEMENT STRATEGIES

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

209

Total plan assets

$10.5M

Filings (rows)

Direct comp

$48K

Indirect comp

Showing only "WEALTH MANAGEMENT STRATEGIES"

View all 9 variants aggregated →

WEALTH MANAGEMENT SYSTEMS161 WEALTH MANAGEMENT23 WEALTH MANAGEMENT ADVISORS9 WEALTH MANAGEMENT PARTNERS7 WEALTH MANAGEMENT STRATEGIES2 WEALTH MANAGEMENT BY BERGANKDV2 WEALTH MANAGEMENT ADVISORY1

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
OHIOPYLE PRINTS, INC. OHIOPYLE PRINTS 401(K) PROFIT SHARING PLAN	OHIOPYLE, PA	Advisor / Consultant	102	$5.9M	$24K	$0
OHIOPYLE PRINTS, INC. OHIOPYLE PRINTS 401(K) PROFIT SHARING PLAN	OHIOPYLE, PA	Advisor / Consultant