Wealthplan Investment Management LL

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

767

Total plan assets

$37.8M

Filings (rows)

Direct comp

$169K

Indirect comp

Showing only "WEALTHPLAN INVESTMENT MANAGEMENT LL"

View all 2 variants aggregated →

WEALTHPLAN INVESTMENT MANAGEMENT LL2 WEALTHPLAN INVESTMENT MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant2

Prospecting the plans that use Wealthplan Investment Management LL?

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 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
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