· 2022–2024 · DOL EFAST2
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EMPLOYEE FINANCIAL EDUCATION — Form 5500 Service Provider Profile | Form 5500 Search
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EMPLOYEE FINANCIAL EDUCATION
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
1
Active participants
3,439
Total plan assets
$74.7M
Filings (rows)
1
Direct comp
$1K
Indirect comp
$0
SERVICES PROVIDED
Other
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
AVMA LIFE TRUST, LLC
AVMA LIFE TRUST, LLC 401(K) PLAN
SCHAUMBURG, IL
Other
CONSULTING
3,439
$74.7M
$1K