Form 5500 Search

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 / PlanLocationServiceParticipantsAssetsDirect 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
BENEFITS FINANCIAL SERVICES GROUP — Form 5500 Service Provider Profile | Form 5500 Search