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"

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WEALTHPLAN INVESTMENT MANAGEMENT LL2 WEALTHPLAN INVESTMENT MANAGEMENT1

SERVICES PROVIDED

Investment manager1

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Plans served

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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