Acumen Financial Advisors

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

473

Total plan assets

$106.7M

Filings (rows)

Direct comp

$84K

Indirect comp

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Minnesota Urology P.A. Minnesota Urology P.A. 401(k) Profit Sharing Plan · all filings	BLOOMINGTON, MN	Investment manager	257	$54.2M	$40K	$0
Minnesota Urology P.A. Minnesota Urology P. A. 401(k) Profit Sharing Plan · all filings	BLOOMINGTON, MN	Investment manager	216	$52.5M	$44K	$0