Whalerock Point 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

7,355

Total plan assets

$77.3M

Filings (rows)

Direct comp

$263K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
LCB Senior Living, LLC LCB Senior Living LLC 401(k) Profit Sharing Plan · all filings	NORWOOD, MA	Advisor / Consultant	2,831	$23.2M	$97K	$0
LCB Senior Living, LLC LCB Senior Living LLC 401(k) Profit Sharing Plan · all filings	NORWOOD, MA	Advisor / Consultant	2,241	$16.9M	$68K	$0
Meridian Title Company, LLC DBA Meridian Title Corporation Meridian Title Corporation Employee's Savings and Profit Sharing Plan · all filings	SOUTH BEND, IN	Advisor / Consultant	202	$13.0M	$50K	$0
Meridian Title Company, LLC Meridian Title Corporation Employee's Savings and Profit Sharing Plan · all filings	SOUTH BEND, IN	Advisor / Consultant	198	$12.3M	$9K	$0
LCB Senior Living, LLC LCB Senior Living LLC 401(k) Profit Sharing Plan · all filings	NORWOOD, MA	Advisor / Consultant	1,883	$11.9M	$39K	$0