Comprehensive Financial Planning I

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

855

Total plan assets

$41.8M

Filings (rows)

Direct comp

$152K

Indirect comp

Showing only "COMPREHENSIVE FINANCIAL PLANNING I"

View all 4 variants aggregated →

COMPREHENSIVE FINANCIAL PLANNING22 COMPREHENSIVE FINANCIAL PLANNING I3 COMPREHENSIVE FINANCIAL2 COMPREHENSIVE FINANCIAL CONSULTANTS1

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
TEL HAI Retirement Community TEL HAI Retirement Community 401(k) Plan · all filings	HONEY BROOK, PA	Advisor / Consultant	300	$15.4M	$57K	$0
TEL HAI Retirement Community TEL HAI Retirement Community 401(k) Plan · all filings	HONEY BROOK, PA	Advisor / Consultant	281	$14.2M	$50K	$0
TEL HAI Retirement Community TEL HAI Retirement Community 401(k) Plan · all filings	HONEY BROOK, PA	Advisor / Consultant	274	$12.3M	$45K	$0