Association Financial 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

412

Total plan assets

$212.8M

Filings (rows)

Direct comp

$89K

Indirect comp

$11K

Showing only "ASSOCIATION FINANCIAL SERVICES"

View all 3 variants aggregated →

ASSOCIATION FINANCIAL SERVICES4 ASSOCIATION FINANCIAL SERVIES3 ASSOCIATION FINANCIAL SERVICES DBA1

SERVICES PROVIDED

Advisor / Consultant4

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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
Goode Auto Group, Inc. Goode Auto Group 401(k) Plan · all filings	BURLEY, ID	Advisor / Consultant	93	$2.2M	$0	$11K