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

Active participants

411

Total plan assets

$27.0M

Filings (rows)

Direct comp

$93K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Prospecting the plans that use Wealthspire Retirement Advisory?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sierra Forest Products, Inc. Sierra Forest Products, Inc. 401(k) Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	260	$15.5M	$23K	$0
TATE Engineering Systems, Inc. TATE Engineering Systems, Inc. Retirement Savings Plan · all filings	BALTIMORE, MD	Advisor / Consultant	151	$11.5M	$26K	$4
Participant Media, LLC Participant Media 401(k) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	0	$0	$44K	$0