Acumen Advisory Services

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

Total plan assets

$9.8M

Filings (rows)

Direct comp

$41K

Indirect comp

SERVICES PROVIDED

Trustee2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ECM Holding Group, Inc. ECM Holding Group, Inc. Employee Stock Ownership Plan · all filings	OSHKOSH, WI	Trustee	0	$5.6M	$18K	$0
Healthcare Appraisers, Inc. Healthcare Appraisers, Inc. Profit-Sharing Plan (F.K.A. Healthcare Appraisers, Inc. ESOP) · all filings	BOCA RATON, FL	Advisor / Consultant	80	$4.2M	$18K	$0
ECM Holding Group, Inc. ECM Holding Group, Inc. Employee Stock Ownership Plan · all filings	OSHKOSH, WI	Trustee	0	$0	$5K	$0