Asset Strategy Retirement CONS

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

1,667

Total plan assets

$322.5M

Filings (rows)

Direct comp

$104K

Indirect comp

Showing only "ASSET STRATEGY RETIREMENT CONS"

View all 6 variants aggregated →

ASSET STRATEGY CONSULTANTS19 ASSET STRATEGY ADVISORS9 ASSET STRATEGY RC3 ASSET STRATEGY RETIREMENT CONS2 ASSET STRATEGY1 ASSET STRATEGY RETIREMENT PLAN CONS1

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Donegal Mutual Insurance Company Donegal Mutual Insurance Company 401(k) Plan · all filings	MARIETTA, PA	Advisor / Consultant	798	$173.0M	$43K	$0
Donegal Mutual Insurance Company Donegal Mutual Insurance Company 401(k) Plan · all filings	MARIETTA, PA	Advisor / Consultant	869	$149.4M	$61K	$0