Wealthspire Retirement

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

54,276

Total plan assets

$606.6M

Filings (rows)

Direct comp

$163K

Indirect comp

Showing only "WEALTHSPIRE RETIREMENT"

View all 2 variants aggregated →

WEALTHSPIRE RETIREMENT ADVISORY95 WEALTHSPIRE RETIREMENT3

SERVICES PROVIDED

Advisor / Consultant2

TPA / Administrator1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
AYA Healthcare Services, Inc. AYA Healthcare Services, Inc. 401(k) Plan · all filings	SAN DIEGO, CA	TPA / Administrator	54,031	$583.0M	$121K	$0
Travis County Medical Society Travis County Medical Society's 401(k) Savings Plan · all filings	AUSTIN, TX	Advisor / Consultant	202	$23.6M	$22K	$0
Dworken and Bernstein Co., LPA Dworken and Bernstein Co., LPA 401(k) Profit Sharing Plan · all filings	PAINESVILLE, OH	Advisor / Consultant	43	—	$19K	$0