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
17
Active participants
8,443
Total plan assets
$203.0M
Filings (rows)
17
Direct comp
$438K
Indirect comp
$67K
Aggregating 3 name variants under "FINANCIAL COUNSELING"
SERVICES PROVIDED
Advisor / Consultant10
Other7
Top plans served
All 17 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PEARCE SERVICES, LLC PEARCE SERVICES, LLC 401(K) PROFIT SHARING PLAN | PASO ROBLES, CA | Other NONE | 2,531 | $33.6M | $67K |
| PEARCE SERVICES, LLC PEARCE SERVICES, LLC 401(K) PROFIT SHARING PLAN | PASO ROBLES, CA | Other NONE | 1,976 | $25.2M | $51K |
| KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN | GOLDEN, CO | Advisor / Consultant INVESTMENT ADVISORY | 147 | $19.6M | $25K |
| PEARCE SERVICES, LLC PEARCE SERVICES, LLC 401(K) PROFIT SHARING PLAN | PASO ROBLES, CA | Other NONE | 1,738 | $19.0M | $54K |
| KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN | GOLDEN, CO | Advisor / Consultant INVESTMENT ADVISORY | 153 | $16.3M | $32K |
| PRIMARY COLOR SYSTEMS CORPORATION PRIMARY COLOR SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | CYPRESS, CA | Advisor / Consultant ADVISOR | 274 | $15.9M | $24K |
| PRIMARY COLOR SYSTEMS CORPORAT PRIMARY COLOR SYSTEMS CORPORAT 401(K) PROFIT SHARING PLAN & TRUST | CYPRESS, CA | Advisor / Consultant ADVISOR | 284 | $15.6M | $29K |
| PRIMARY COLOR SYSTEMS CORPORAT PRIMARY COLOR SYSTEMS CORPORAT 401(K) PROFIT SHARING PLAN & TRUST | CYPRESS, CA | Advisor / Consultant ADVISOR | 309 | $14.2M | $30K |
| KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN | GOLDEN, CO | Advisor / Consultant INVESTMENT ADVISORY | 157 | $13.0M | $30K |
| GATES, GONTER, GUY, PROUDFOOT & MUENCH, LLP GATES, GONTER, GUY, PROUDFOOT & MUENCH, LLP 401(K) PLAN | IRVINE, CA | Other NONE | 96 | $7.5M | $27K |
| ADVANCE SERVICES, INC. ADVANCE SERVICES, INC. 401(K) PLAN | LAVISTA, NE | Advisor / Consultant INVESTMENT ADVISORY | 195 | $6.6M | $0 |
| WHITE ARROW, INC. WHITE ARROW 401(K) & PS PLAN | MONTEBELLO, CA | Other NONE | 106 | $4.9M | $19K |
| WHITE ARROW, INC. WHITE ARROW 401(K) & PS PLAN | MONTEBELLO, CA | Other NONE | 102 | $3.9M | $14K |
| WHITE ARROW, INC. WHITE ARROW 401(K) & PS PLAN | MONTEBELLO, CA | Other NONE | 99 | $2.7M | $13K |
| NATIONAL ROOFING CO., INC. NATIONAL ROOFING CO., INC. PROFIT SHARING PLAN & TRUST | ALBUQUERQUE, NM | Advisor / Consultant RIA | 90 | $1.8M | $8K |
| NATIONAL ROOFING CO., INC. NATIONAL ROOFING CO., INC. PROFIT SHARING PLAN & TRUST | ALBUQUERQUE, NM | Advisor / Consultant RIA | 98 | $1.8M | $9K |
| NATIONAL ROOFING CO., INC. NATIONAL ROOFING CO., INC. PROFIT SHARING PLAN & TRUST | ALBUQUERQUE, NM | Advisor / Consultant RIA | 88 | $1.5M | $8K |