· 2022–2024 · DOL EFAST2
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Alignment Financial Group
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
0
Total plan assets
$0
Filings (rows)
1
Direct comp
$44K
Indirect comp
$141
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Petersen, Inc.
Petersen, Inc. 401(k) Plan ·
all filings
OGDEN, UT
Advisor / Consultant
0
$0
$44K
$141
Alignment Financial Group — Form 5500 Service Provider Profile | Form 5500 Search