· 2022–2024 · DOL EFAST2
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WHARTON INSURANCE & FINANCIAL SERV
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
9,687
Total plan assets
$4.8M
Filings (rows)
1
Direct comp
$0
Indirect comp
$12K
SERVICES PROVIDED
Broker
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
WORKSMART SYSTEMS, INC.
WORKSMART SYSTEMS, INC. HEALTH BENEFITS PLAN
INDIANAPOLIS, IN
Broker
AGENT/AGENCY
9,687
$4.8M
$0
WHARTON INSURANCE & FINANCIAL SERV — Form 5500 Service Provider Profile | Form 5500 Search
