WEALTHPLAN PARTNERS
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
22
Active participants
8,533
Total plan assets
$478.0M
Filings (rows)
22
Direct comp
$779K
Indirect comp
$5K
SERVICES PROVIDED
Advisor / Consultant10
Other9
Broker3
Top plans served
All 22 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MALNOVE HOLDING COMPANY, INC. MALNOVE HOLDING COMPANY, INC. 401K PLAN | OMAHA, NE | Other SERVICE PROVIDER | 492 | $50.7M | $0 |
| MALNOVE HOLDING COMPANY, INC. MALNOVE HOLDING COMPANY, INC. 401(K) PLAN | OMAHA, NE | Other RETAINED BY CLIENT | 509 | $50.3M | $57K |
| MALNOVE HOLDING COMPANY, INC. MALNOVE HOLDING COMPANY, INC. 401(K) PLAN | OMAHA, NE | Other RETAINED BY CLIENT | 536 | $44.9M | $57K |
| STANDARD NUTRITION COMPANY STANDARD PROFIT SHARING PLAN PLUS 401K PLAN | OMAHA, NE | Other RETAINED BY EMPLOYER | 555 | $43.4M | $58K |
| STANDARD NUTRITION COMPANY STANDARD PROFIT SHARING PLAN PLUS 401K PLAN | OMAHA, NE | Other RETAINED BY EMPLOYER | 544 | $40.3M | $66K |
| STANDARD NUTRITION COMPANY STANDARD PROFIT SHARING PLAN PLUS 401K PLAN | OMAHA, NE | Other RETAINED BY EMPLOYER | 475 | $39.6M | $60K |
| FAMILY HEALTH CARE OF SIOUXLAND, PLC FAMILY HEALTH CARE OF SIOUXLAND, PLC 401(K) PROFIT SHARING PLAN | SIOUX CITY, IA | Advisor / Consultant INVESTMENT ADVISOR | 213 | $30.2M | $0 |
| SHENANDOAH MEDICAL CENTER SHENANDOAH MEDICAL CENTER 403B PLAN | SHENANDOAH, IA | Advisor / Consultant ADVISORY | 367 | $21.0M | $38K |
| SHENANDOAH MEDICAL CENTER SHENANDOAH MEDICAL CENTER 403B PLAN | SHENANDOAH, IA | Advisor / Consultant ADVISORY | 324 | $18.9M | $43K |
| CONSUMER SAFETY TECHNOLOGY, LLC, A DELAWARE LLC CONSUMER SAFETY TECHNOLOGY, LLC 401(K) PLAN | URBANDALE, IA | Other REGISTERED INVESTMENT AD | 646 | $18.4M | $41K |
| GREGG YOUNG CHEVROLET, INC. GREGG YOUNG AUTOMOTIVE GROUP 401(K) PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 447 | $15.9M | $49K |
| SHENANDOAH MEDICAL CENTER SHENANDOAH MEDICAL CENTER 403B PLAN | SHENANDOAH, IA | Advisor / Consultant ADVISORY | 327 | $15.6M | $37K |
| CONSUMER SAFETY TECHNOLOGY, LLC, A DELAWARE LLC CONSUMER SAFETY TECHNOLOGY, LLC 401(K) PLAN | DES MOINES, IA | Other REGISTERED INVESTMENT AD | 655 | $14.5M | $32K |
| GREGG YOUNG CHEVROLET, INC. GREGG YOUNG AUTOMOTIVE GROUP 401(K) PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 391 | $12.1M | $33K |
| CONSUMER SAFETY TECHNOLOGY, LLC, A DELAWARE LLC CONSUMER SAFETY TECHNOLOGY, LLC 401(K) PLAN | DES MOINES, IA | Other REGISTERED INVESTMENT AD | 592 | $10.5M | $34K |
| ROSEN PUBLISHING GROUP INC. ROSEN PUBLISHING GROUP 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 62 | $10.0M | $30K |
| ROSEN PUBLISHING GROUP INC. ROSEN PUBLISHING GROUP 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 78 | $9.5M | $27K |
| ROSEN PUBLISHING GROUP INC. ROSEN PUBLISHING GROUP 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 71 | $9.1M | $28K |
| GREGG YOUNG CHEVROLET, INC. GREGG YOUNG AUTOMOTIVE GROUP 401(K) PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 259 | $7.5M | $26K |
| LANTIS ENTERPRISES, INC. LANTIS ENTERPRISES, INC. 401(K) PLAN | SPEARFISH, SD | Broker BROKER | 273 | $5.3M | $20K |
| LANTIS ENTERPRISES, INC. LANTIS ENTERPRISES, INC. 401(K) PLAN | SPEARFISH, SD | Broker BROKER | 287 | $5.2M | $19K |
| LANTIS ENTERPRISES, INC. LANTIS ENTERPRISES, INC. 401(K) PLAN | SPEARFISH, SD | Broker BROKER | 430 | $5.1M | $21K |