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

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BAY AREA SURGICAL SPECIALISTS MEDICAL CORPORATION BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T	WALNUT CREEK, CA	Advisor / Consultant	382	$20.5M	$88K	$0
BAY AREA SURGICAL SPECIALISTS MEDICAL CORPORATION BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T	WALNUT CREEK, CA