Concourse Financial - 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

348

Total plan assets

$11.0M

Filings (rows)

Direct comp

$28K

Indirect comp

Showing only "CONCOURSE FINANCIAL - PROEQUITIES"

View all 7 variants aggregated →

CONCOURSE FINANCIAL GROUP SECURITIE20 CONCOURSE FINANCIAL GROUP SECURITI8 CONCOURSE FINANCIAL GROUP6 CONCOURSE FINANCIAL GROUP SEC3 CONCOURSE FINANCIAL GROUP SECU2 CONCOURSE FINANCIAL - PROEQUITIES2

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southwest Health Center, Inc. Southwest Health Center, Inc. Savings Plan · all filings	PLATTEVILLE, WI	Other service providers	348	$11.0M	$20K	$0
Southwest Health Center, Inc. Southwest Health Center, Inc. Savings Plan · all filings	PLATTEVILLE, WI	Other service providers	0	$0	$8K	$0