FINANCIAL COUNSELING — Form 5500 Service Provider Profile | Form 5500 Search

FINANCIAL COUNSELING

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

8,443

Total plan assets

$203.0M

Filings (rows)

Direct comp

$438K

Indirect comp

$67K

Aggregating 3 name variants under "FINANCIAL COUNSELING"

Click a variant to view it alone

FINANCIAL COUNSELING RESOURCES14 FINANCIAL COUNSELING2 FINANCIAL COUNSELING ASSOCIATES IN1

SERVICES PROVIDED

Advisor / Consultant10

Other service providers7

Plans served

All 17 plans

Sponsor / Plan	Location	Services	Participants

PEARCE SERVICES, LLC PEARCE SERVICES, LLC 401(K) PROFIT SHARING PLAN	PASO ROBLES, CA	Other service providers	2,531	$33.6M	$67K	$0
PEARCE SERVICES, LLC PEARCE SERVICES, LLC 401(K) PROFIT SHARING PLAN	PASO ROBLES, CA	Other service providers	1,976	$25.2M	$51K	$0
KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN	GOLDEN, CO	Advisor / Consultant	147	$19.6M	$25K	$5
PEARCE SERVICES, LLC PEARCE SERVICES, LLC 401(K) PROFIT SHARING PLAN	PASO ROBLES, CA	Other service providers	1,738	$19.0M	$54K	$43K
KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN	GOLDEN, CO	Advisor / Consultant	153	$16.3M	$32K	$99
PRIMARY COLOR SYSTEMS CORPORATION PRIMARY COLOR SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST	CYPRESS, CA	Advisor / Consultant	274	$15.9M	$24K	$0
PRIMARY COLOR SYSTEMS CORPORAT PRIMARY COLOR SYSTEMS CORPORAT 401(K) PROFIT SHARING PLAN & TRUST	CYPRESS, CA	Advisor / Consultant	284	$15.6M	$29K	$0
PRIMARY COLOR SYSTEMS CORPORAT PRIMARY COLOR SYSTEMS CORPORAT 401(K) PROFIT SHARING PLAN & TRUST	CYPRESS, CA	Advisor / Consultant	309	$14.2M	$30K	$0
KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN	GOLDEN, CO	Advisor / Consultant	157	$13.0M	$30K	$11
GATES, GONTER, GUY, PROUDFOOT & MUENCH, LLP GATES, GONTER, GUY, PROUDFOOT & MUENCH, LLP 401(K) PLAN	IRVINE, CA	Other service providers	96	$7.5M	$27K	$0
ADVANCE SERVICES, INC. ADVANCE SERVICES, INC. 401(K) PLAN	LAVISTA, NE	Advisor / Consultant	195	$6.6M	$0	$24K
WHITE ARROW, INC. WHITE ARROW 401(K) & PS PLAN	MONTEBELLO, CA	Other service providers	106	$4.9M	$19K	$0
WHITE ARROW, INC. WHITE ARROW 401(K) & PS PLAN	MONTEBELLO, CA	Other service providers	102	$3.9M	$14K	$0
WHITE ARROW, INC. WHITE ARROW 401(K) & PS PLAN	MONTEBELLO, CA	Other service providers	99	$2.7M	$13K	$0
NATIONAL ROOFING CO., INC. NATIONAL ROOFING CO., INC. PROFIT SHARING PLAN & TRUST	ALBUQUERQUE, NM	Advisor / Consultant	90	$1.8M	$8K	$0
NATIONAL ROOFING CO., INC. NATIONAL ROOFING CO., INC. PROFIT SHARING PLAN & TRUST	ALBUQUERQUE, NM	Advisor / Consultant	98	$1.8M	$9K	$0
NATIONAL ROOFING CO., INC. NATIONAL ROOFING CO., INC. PROFIT SHARING PLAN & TRUST	ALBUQUERQUE, NM	Advisor / Consultant	88	$1.5M	$8K	$0