WEALTHSPIRE RETIREMENT ADVISORY
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
1
Active participants
151
Total plan assets
$11.5M
Filings (rows)
1
Direct comp
$26K
Indirect comp
$4
SERVICES PROVIDED
Advisor / Consultant1
Top plans served
All 1 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TATE ENGINEERING SYSTEMS, INC. TATE ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN | BALTIMORE, MD | Advisor / Consultant INVESTMENT ADVISORY | 151 | $11.5M | $26K |