COMPREHENSIVE 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
26
Active participants
85,624
Total plan assets
$9.0B
Filings (rows)
26
Direct comp
$1.4M
Indirect comp
$0
Aggregating 4 name variants under "COMPREHENSIVE FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant21
Other5
Top plans served
All 26 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INDIANA UNIVERSITY HEALTH INC. IU HEALTH 401(K) SAVINGS PLAN | INDIANAPOLIS, IN | Other NONE | 40,158 | $4.5B | $6K |
| INDIANA UNIVERSITY HEALTH INC. IU HEALTH 401(K) SAVINGS PLAN | INDIANAPOLIS, IN | Other NONE | 38,402 | $3.9B | $5K |
| RHI MAGNESITA THRIFT PLAN OF RHI MAGNESITA | YORK, PA | Other NONE | 811 | $128.9M | $161K |
| RHI MAGNESITA THRIFT PLAN OF RHI MAGNESITA | YORK, PA | Other NONE | 848 | $120.9M | $159K |
| RHI MAGNESITA THRIFT PLAN OF RHI MAGNESITA | YORK, PA | Other NONE | 844 | $103.6M | $150K |
| BENCHMARK CONSTRUCTION COMPANY, INC BENCHMARK CONSTRUCTION COMPANY, INC. 401(K) RETIREMENT SAVINGS PLAN | BROWNSTOWN, PA | Advisor / Consultant INVESTMENT ADVISOR | 201 | $28.1M | $53K |
| BENCHMARK CONSTRUCTION COMPANY, INC BENCHMARK CONSTRUCTION COMPANY, INC. 401(K) RETIREMENT SAVINGS PLAN | BROWNSTOWN, PA | Advisor / Consultant INVESTMENT ADVISOR | 186 | $23.5M | $44K |
| BENCHMARK CONSTRUCTION COMPANY, INC BENCHMARK CONSTRUCTION COMPANY, INC. 401(K) RETIREMENT SAVINGS PLAN | BROWNSTOWN, PA | Advisor / Consultant INVESTMENT ADVISOR | 183 | $19.8M | $47K |
| KINSEYS ARCHERY PRODUCTS, INC. KINSEY'S ARCHERY PRODUCTS, INC. PROFIT SHARING PLAN | MOUNT JOY, PA | Advisor / Consultant INVESTMENT ADVISOR | 99 | $19.4M | $74K |
| KINSEYS ARCHERY PRODUCTS, INC. KINSEY'S ARCHERY PRODUCTS, INC. PROFIT SHARING PLAN | MOUNT JOY, PA | Advisor / Consultant INVESTMENT ADVISOR | 106 | $18.0M | $64K |
| HERMAN R EWELL INC HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN | EAST EARL, PA | Advisor / Consultant INVESTMENT ADVISOR | 316 | $17.9M | $63K |
| HERMAN R EWELL INC HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN | EAST EARL, PA | Advisor / Consultant INVESTMENT ADVISOR | 261 | $15.8M | $54K |
| KINSEYS ARCHERY PRODUCTS, INC. KINSEY'S ARCHERY PRODUCTS, INC. PROFIT SHARING PLAN | MOUNT JOY, PA | Advisor / Consultant INVESTMENT ADVISOR | 91 | $15.4M | $70K |
| TEL HAI RETIREMENT COMMUNITY TEL HAI RETIREMENT COMMUNITY 401(K) PLAN | HONEY BROOK, PA | Advisor / Consultant INVESTMENT MANAGER | 300 | $15.4M | $57K |
| TEL HAI RETIREMENT COMMUNITY TEL HAI RETIREMENT COMMUNITY 401(K) PLAN | HONEY BROOK, PA | Advisor / Consultant INVESTMENT MANAGER | 281 | $14.2M | $50K |
| HERMAN R EWELL INC HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN | EAST EARL, PA | Advisor / Consultant INVESTMENT ADVISOR | 252 | $13.3M | $58K |
| TEL HAI RETIREMENT COMMUNITY TEL HAI RETIREMENT COMMUNITY 401(K) PLAN | HONEY BROOK, PA | Advisor / Consultant INVESTMENT MANAGER | 274 | $12.3M | $45K |
| HELLER CAPITAL GROUP, LLC HELLER CAPITAL GROUP, LLC 401K PLAN | LANCASTER, PA | Advisor / Consultant INVESTMENT ADVISOR | 120 | $7.8M | $38K |
| HELLER CAPITAL GROUP, LLC HELLER CAPITAL GROUP, LLC 401K PLAN | LANCASTER, PA | Advisor / Consultant INVESTMENT ADVISOR | 129 | $6.2M | $38K |
| WOLFGANG OPERATIONS, LLC WOLFGANG OPERATIONS, LLC 401(K) PROFIT SHARING PLAN | YORK, PA | Advisor / Consultant INVESTMENT ADVISOR | 262 | $5.9M | $21K |
| WOLFGANG OPERATIONS, LLC WOLFGANG OPERATIONS, LLC 401(K) PROFIT SHARING PLAN | YORK, PA | Advisor / Consultant INVESTMENT ADVISOR | 284 | $5.6M | $28K |
| WOLFGANG OPERATIONS, LLC WOLFGANG OPERATIONS, LLC 401(K) PROFIT SHARING PLAN | YORK, PA | Advisor / Consultant INVESTMENT ADVISOR | 256 | $4.8M | $22K |
| T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. 401(K) PLAN | LANCASTER, PA | Advisor / Consultant INVESTMENT ADVISOR | 241 | $3.2M | $21K |
| T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. 401(K) PLAN | LANCASTER, PA | Advisor / Consultant INVESTMENT ADVISOR | 232 | $2.3M | $13K |
| ROUGH ROCK SCHOOL BOARD, INC. ROUGH ROCK SCHOOL BOARD, INC. 401(K) PLAN | CHINLE, AZ | Advisor / Consultant RIA | 228 | $2.0M | $3K |
| T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. 401(K) PLAN | LANCASTER, PA | Advisor / Consultant INVESTMENT ADVISOR | 259 | $1.4M | $10K |