Concourse FIN Group SEC-Proequities

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

1,803

Total plan assets

$117.0M

Filings (rows)

Direct comp

$138K

Indirect comp

Showing only "CONCOURSE FIN GROUP SEC-PROEQUITIES"

View all 8 variants aggregated →

CONCOURSE FINANCIAL GROUP SECURITIE20 CONCOURSE FINANCIAL GROUP SECURITI8 CONCOURSE FINANCIAL GROUP6 CONCOURSE FIN GROUP SEC-PROEQUITIES3 CONCOURSE FINANCIAL GROUP SEC3 CONCOURSE FINANCIAL GROUP SECU2

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southwest Health Center, Inc. Southwest Health Center, Inc. 403(b) TSA Plan · all filings	PLATTEVILLE, WI	Other service providers	634	$51.4M	$66K	$0
Southwest Health Center, Inc. Southwest Health Center, Inc. 403(b) TSA Plan · all filings	PLATTEVILLE, WI	Other service providers	608	$41.9M	$39K	$0
Southwest Health Center, Inc. Southwest Health Center, Inc. 403(b) TSA Plan · all filings	PLATTEVILLE, WI	Other service providers	561	$23.7M	$33K	$0