WEALTHPLAN INVESTMENT MANAGEMENT

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

263

Total plan assets

$23.8M

Filings (rows)

Direct comp

$8K

Indirect comp

Showing only "WEALTHPLAN INVESTMENT MANAGEMENT"

View all 2 variants aggregated →

WEALTHPLAN INVESTMENT MANAGEMENT LL2 WEALTHPLAN INVESTMENT MANAGEMENT1

SERVICES PROVIDED

Investment manager1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
LINPEPCO PARTNERSHIP PEPSI-COLA BOTTLING COMPANY OF LINCOLN SALARY SAVINGS PLAN	LINCOLN, NE	Investment manager	263	$23.8M	$8K	$0