Wealthsource 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

Active participants

2,408

Total plan assets

$929.0M

Filings (rows)

Direct comp

$62K

Indirect comp

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Carepoint Health, LLC Carepoint Health, LLC 401(k) Profit Sharing Plan · all filings	GREENWOOD VILLAGE, CO	Other service providers	832	$372.1M	$13K	$0
Carepoint Health, LLC Carepoint Health, LLC 401(k) Profit Sharing Plan · all filings	GREENWOOD VILLAGE, CO	Other service providers	806	$307.8M	$25K	$0
Carepoint Health, LLC Carepoint Health, LLC 401(k) Profit Sharing Plan · all filings	GREENWOOD VILLAGE, CO	Other service providers	770	$249.1M	$24K	$0