Adaptive Financial Consulting

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

903

Total plan assets

$128.6M

Filings (rows)

Direct comp

$385K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Balboa Nephrology Medical Group, Inc. Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan · all filings	LA JOLLA, CA	Advisor / Consultant	171	$45.3M	$130K	$0
Balboa Nephrology Medical Group, Inc. Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan · all filings	LA JOLLA, CA	Advisor / Consultant	187	$38.8M	$105K	$0
Balboa Nephrology Medical Group, Inc. Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan · all filings	LA JOLLA, CA	Advisor / Consultant	194	$29.9M	$100K	$0
Synergy Orthopedic Specialists, Inc. Synergy Specialists Medical Group, Inc. 401(k) Plan · all filings	SAN DIEGO, CA	Advisor / Consultant	156	$5.5M	$16K	$0
Red Cross Pharmacy, Inc. Red Cross Pharmacy, Inc. 401(k) Plan · all filings	MARSHALL, MO	Advisor / Consultant	62	$5.3M	$17K	$0
Synergy Orthopedic Specialists, Inc. Synergy Specialists Medical Group, Inc. 401(k) Plan · all filings	SAN DIEGO, CA	Advisor / Consultant	133	$3.9M	$16K	$0