Action Point Financial Planning

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

13,748

Total plan assets

$1.7B

Filings (rows)

Direct comp

$22K

Indirect comp

Showing only "ACTION POINT FINANCIAL PLANNING"

View all 2 variants aggregated →

ACTION POINT RETIREMENT2 ACTION POINT FINANCIAL PLANNING1

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Andersen Corporation Andersen 401(k) Plan · all filings	BAYPORT, MN	Other service providers	13,748	$1.7B	$22K	$0