Wealth Plan Partners

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

174

Total plan assets

$5.0M

Filings (rows)

Direct comp

$17K

Indirect comp

Showing only "WEALTH PLAN PARTNERS"

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

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Marshall Engines, Inc. Marshall Engines, Inc. 401(k) Profit Sharing Plan · all filings	KEARNEY, NE	Advisor / Consultant	174	$5.0M	$17K	$0