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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Pearce Services, LLC Pearce Services, LLC 401(k) Profit Sharing Plan · all filings	PASO ROBLES, CA	Other service providers	2,531	$33.6M	$67K	$0
Pearce Services, LLC Pearce Services, LLC 401(k) Profit Sharing Plan · all filings	PASO ROBLES, CA	Other service providers	1,976	$25.2M	$51K	$0
Kelley Trucking Inc. Kelley Trucking Inc. 401(k) Savings Plan · all filings	GOLDEN, CO	Advisor / Consultant	147	$19.6M	$25K	$5
Pearce Services, LLC Pearce Services, LLC 401(k) Profit Sharing Plan · all filings	PASO ROBLES, CA	Other service providers	1,738	$19.0M	$54K	$43K
Kelley Trucking Inc. Kelley Trucking Inc. 401(k) Savings Plan · all filings	GOLDEN, CO	Advisor / Consultant	153	$16.3M	$32K	$99
Primary Color Systems Corporation Primary Color Systems Corporation 401(k) Profit Sharing Plan and Trust · all filings	CYPRESS, CA	Advisor / Consultant	274	$15.9M	$24K	$0
Primary Color Systems Corporat Primary Color Systems Corporat 401(k) Profit Sharing Plan & Trust · all filings	CYPRESS, CA	Advisor / Consultant	284	$15.6M	$29K	$0
Primary Color Systems Corporat Primary Color Systems Corporat 401(k) Profit Sharing Plan & Trust · all filings	CYPRESS, CA	Advisor / Consultant	309	$14.2M	$30K	$0
Kelley Trucking Inc. Kelley Trucking Inc. 401(k) Savings Plan · all filings	GOLDEN, CO	Advisor / Consultant	157	$13.0M	$30K	$11
Gates, Gonter, GUY, Proudfoot & Muench, LLP Gates, Gonter, GUY, Proudfoot & Muench, LLP 401(k) Plan · all filings	IRVINE, CA	Other service providers	96	$7.5M	$27K	$0
Advance Services, Inc. Advance Services, Inc. 401(k) Plan · all filings	LAVISTA, NE	Advisor / Consultant	195	$6.6M	$0	$24K
White Arrow, Inc. White Arrow 401(k) & PS Plan · all filings	MONTEBELLO, CA	Other service providers	106	$4.9M	$19K	$0
White Arrow, Inc. White Arrow 401(k) & PS Plan · all filings	MONTEBELLO, CA	Other service providers	102	$3.9M	$14K	$0
White Arrow, Inc. White Arrow 401(k) & PS Plan · all filings	MONTEBELLO, CA	Other service providers	99	$2.7M	$13K	$0
National Roofing Co., Inc. National Roofing Co., Inc. Profit Sharing Plan & Trust · all filings	ALBUQUERQUE, NM	Advisor / Consultant	90	$1.8M	$8K	$0
National Roofing Co., Inc. National Roofing Co., Inc. Profit Sharing Plan & Trust · all filings	ALBUQUERQUE, NM	Advisor / Consultant	98	$1.8M	$9K	$0
National Roofing Co., Inc. National Roofing Co., Inc. Profit Sharing Plan & Trust · all filings	ALBUQUERQUE, NM	Advisor / Consultant	88	$1.5M	$8K	$0