· 2022–2024 · DOL EFAST2
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Wellth Advisory SVC
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
162
Total plan assets
$10.4M
Filings (rows)
1
Direct comp
$10K
Indirect comp
$0
Showing only "WELLTH ADVISORY SVC"
View all 8 variants aggregated →
WELLTH ADVISORY SERVICES
199
WELLTH ADVISORY
4
WELLTH ADVISORY SERVICE
2
WELLTH ADVISORY & TAX
1
WELLTH ADVISORY SVC
1
WELLTH ADVISORY SERVICS
1
WELLTH ADVISORYSERVICES
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Westminster Company
Westminster Company Retirement Savings Plan ·
all filings
GREENSBORO, NC
Advisor / Consultant
162
$10.4M
$10K
$0
WELLTH ADVISORY SEERVICES
1
Wellth Advisory SVC — Form 5500 Service Provider Profile | Form 5500 Search