BENEFITS FINANCIAL SERVICES 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
3
Active participants
21,551
Total plan assets
$1.7B
Filings (rows)
3
Direct comp
$185K
Indirect comp
$0
SERVICES PROVIDED
Other2
Advisor / Consultant1
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CHILDREN'S MEDICAL CENTER OF DALLAS CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 403(B) COMPONENT | DALLAS, TX | Other CONSULTING | 10,824 | $855.1M | $88K |
| CHILDREN'S MEDICAL CENTER OF DALLAS CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 403(B) COMPONENT | DALLAS, TX | Other CONSULTING | 10,097 | $711.5M | $63K |
| MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY 403(B) RETIREMENT PL | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 630 | $99.0M | $35K |
