Wealth Plan Partner

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

2,838

Total plan assets

$391.0M

Filings (rows)

Direct comp

$258K

Indirect comp

Showing only "WEALTH PLAN PARTNER"

View all 6 variants aggregated →

WEALTH PLAN INVESTMENT MANAGEMENT10 WEALTH PLAN INVESTMENT MGT7 WEALTH PLAN ADVISORS4 WEALTH PLAN PARTNER3 WEALTH PLAN INVESTMENT MNGMNT2 WEALTH PLAN PARTNERS1

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BASS Medical Group, Inc. BASS Medical Group 401(k) Plan I · all filings	WALNUT CREEK, CA	Other service providers	999	$160.0M	$108K	$0
BASS Medical Group, Inc. BASS Medical Group 401(k) Plan I · all filings	WALNUT CREEK, CA	Other service providers	978	$132.0M	$82K	$0
BASS Medical Group, Inc. BASS Medical Group 401(k) Plan I · all filings	WALNUT CREEK, CA	Other service providers	861	$99.0M	$69K	$0