Defined Financial Planning

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

1,198

Total plan assets

$23.4M

Filings (rows)

Direct comp

$5K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Advisortrust, Inc. Assetmark Pooled Employer Plan · all filings	SIOUX FALLS, SD	Advisor / Consultant	1,198	$23.4M	$5K	$0