Wealth Plan Investment Mngmnt

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

360

Total plan assets

$62.2M

Filings (rows)

Direct comp

$43K

Indirect comp

Showing only "WEALTH PLAN INVESTMENT MNGMNT"

View all 7 variants aggregated →

WEALTH PLAN INVESTMENT MANAGEMENT10 WEALTH PLAN INVESTMENT MGT8 WEALTH PLAN ADVISORS4 WEALTH PLAN PARTNER3 WEALTH PLAN INVESTMENT MNGMNT2 WEALTH PLAN INVESTMENT MANAGEMENT L1 WEALTH PLAN PARTNERS1

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Augusta ENT, P.C. Augusta ENT, P.C. 401(k) Profit Sharing Plan · all filings	EVANS, GA	Advisor / Consultant	189	$34.1M	$35K	$0
Augusta ENT, P.C. Augusta ENT, P.C. 401(k) Profit Sharing Plan · all filings	EVANS, GA	Advisor / Consultant	171	$28.1M	$8K	$0