Asset Planning 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

271

Total plan assets

$38.3M

Filings (rows)

Direct comp

$361K

Indirect comp

Showing only "ASSET PLANNING SERVICES"

View all 3 variants aggregated →

ASSET PLANNING AND PROTECTION4 ASSET PLANNING3 ASSET PLANNING SERVICES3

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Childrens Clinic of SWLA APMC Childrens Clinic of SWLA APMC 401(k) Profit Sharing Plan and Trust · all filings	LAKE CHARLES, LA	Advisor / Consultant	95	$14.1M	$129K	$0
Childrens Clinic of SWLA APMC Childrens Clinic of SWLA APMC 401(k) Profit Sharing Plan and Trust · all filings	LAKE CHARLES, LA	Advisor / Consultant	89	$12.3M	$116K	$0
Childrens Clinic of SWLA APMC Childrens Clinic of SWLA APMC 401(k) Profit Sharing Plan and Trust · all filings	LAKE CHARLES, LA	Advisor / Consultant	87	$11.9M	$117K	$0