Association Financial

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

1,297

Total plan assets

$248.9M

Filings (rows)

Direct comp

$196K

Indirect comp

$11K

Aggregating 3 name variants under "ASSOCIATION FINANCIAL"

Click a variant to view it alone

ASSOCIATION FINANCIAL SERVICES4 ASSOCIATION FINANCIAL SERVIES3 ASSOCIATION FINANCIAL SERVICES DBA1

SERVICES PROVIDED

Advisor / Consultant8

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Summit Physician Specialists, P.C. Summit Physician Specialists Retirement Plan · all filings	MURRAY, UT	Advisor / Consultant	122	$82.7M	$45K	$0
Summit Physician Specialists, P.C. Summit Physician Specialists Retirement Plan · all filings	MURRAY, UT	Advisor / Consultant	104	$67.3M	$37K	$0
Summit Physician Specialists, P.C. Summit Physician Specialists Retirement Plan · all filings	MURRAY, UT	Advisor / Consultant	93	$60.5M	$7K	$0
American Academy Holding, LLC American Academy Holdings LLC. 401(k) Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	254	$15.6M	$54K	$0
American Academy Holding, LLC AAPC 401(k) Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	260	$11.4M	$38K	$0
American Academy Holding, LLC AAPC 401(k) Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	232	$8.0M	$10K	$0
Goode Auto Group, Inc. Goode Auto Group 401(k) Plan · all filings	BURLEY, ID	Advisor / Consultant	93	$2.2M	$0	$11K
Blue CHIP Group, Inc. Blue CHIP Group, Inc. 401(k) P/S Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	139	$1.1M	$6K	$0