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

310

Total plan assets

$29.3M

Filings (rows)

Direct comp

$62K

Indirect comp

$110

Showing only "FINANCIAL COUNSELING"

View all 3 variants aggregated →

FINANCIAL COUNSELING RESOURCES14 FINANCIAL COUNSELING2 FINANCIAL COUNSELING ASSOCIATES IN1

SERVICES PROVIDED

Advisor / Consultant2

Prospecting the plans that use Financial Counseling?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Kelley Trucking Inc. Kelley Trucking Inc. 401(k) Savings Plan · all filings	GOLDEN, CO	Advisor / Consultant	153	$16.3M	$32K	$99
Kelley Trucking Inc. Kelley Trucking Inc. 401(k) Savings Plan · all filings	GOLDEN, CO	Advisor / Consultant	157	$13.0M	$30K	$11