Wealthplan Investment

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

1,030

Total plan assets

$61.7M

Filings (rows)

Direct comp

$177K

Indirect comp

Aggregating 2 name variants under "WEALTHPLAN INVESTMENT"

Click a variant to view it alone

WEALTHPLAN INVESTMENT MANAGEMENT LL2 WEALTHPLAN INVESTMENT MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant2

Investment manager1

Prospecting the plans that use Wealthplan Investment?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Linpepco Partnership Pepsi-Cola Bottling Company of Lincoln Salary Savings Plan · all filings	LINCOLN, NE	Investment manager	263	$23.8M	$8K	$0
Bay Area Surgical Specialists Medical Corporation Bay Area Surgical Specialists Defined Benefit PP&T · all filings	WALNUT CREEK, CA	Advisor / Consultant	382	$20.5M	$88K	$0
Bay Area Surgical Specialists Medical Corporation Bay Area Surgical Specialists Defined Benefit PP&T · all filings	WALNUT CREEK, CA	Advisor / Consultant	385	$17.3M	$81K	$0