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

Active participants

78,560

Total plan assets

$8.4B

Filings (rows)

Direct comp

$11K

Indirect comp

Showing only "COMPREHENSIVE FINANCIAL"

View all 4 variants aggregated →

COMPREHENSIVE FINANCIAL PLANNING20 COMPREHENSIVE FINANCIAL PLANNING I3 COMPREHENSIVE FINANCIAL2 COMPREHENSIVE FINANCIAL CONSULTANTS1

SERVICES PROVIDED

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Indiana University Health Inc. IU Health 401(k) Savings Plan · all filings	INDIANAPOLIS, IN	Other service providers	40,158	$4.5B	$6K	$0
Indiana University Health Inc. IU Health 401(k) Savings Plan · all filings	INDIANAPOLIS, IN	Other service providers	38,402	$3.9B	$5K	$0