Wealth Strategies 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

Active participants

837

Total plan assets

$42.1M

Filings (rows)

Direct comp

$19K

Indirect comp

SERVICES PROVIDED

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
TEPA, LLC TEPA, LLC 401(k) Retirement Plan · all filings	COLORADO SPRINGS, CO	Other service providers	428	$23.2M	$9K	$0
TEPA, LLC TEPA, LLC 401(k) Retirement Plan · all filings	COLORADO SPRINGS, CO	Other service providers	409	$18.9M	$9K	$0