FINANCIAL COUNSELORS
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
16
Active participants
51,235
Total plan assets
$8.3B
Filings (rows)
16
Direct comp
$1.3M
Indirect comp
$2K
SERVICES PROVIDED
Advisor / Consultant8
Other5
Custodian3
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CARPENTERS PENSION TRUST FUND OF KANSAS CITY CARPENTERS PENSION TRUST FUND OF KANSAS CITY | KANSAS CITY, MO | Advisor / Consultant INVESTMENT MANAGER | 6,530 | $1.5B | $151K |
| CARPENTERS PENSION TRUST FUND OF KANSAS CITY CARPENTERS PENSION TRUST FUND OF KANSAS CITY | KANSAS CITY, MO | Other NONE | 6,218 | $1.4B | $148K |
| BOARD OF TRUSTEES OF BOILERMAKERS BOILERMAKERS NATIONAL HEALTH & WELFARE FUND | KANSAS CITY, MO | Other NONE | 8,812 | $1.3B | $176K |
| CARPENTERS PENSION TRUST FUND OF KANSAS CITY CARPENTERS PENSION TRUST FUND OF KANSAS CITY | KANSAS CITY, MO | Other NONE | 5,851 | $1.3B | $181K |
| BOARD OF TRUSTEES OF BOILERMAKERS BOILERMAKERS NATIONAL HEALTH & WELFARE FUND | KANSAS CITY, MO | Other NONE | 9,051 | $1.2B | $167K |
| BOARD OF TRUSTEES OF BOILERMAKERS BOILERMAKERS NATIONAL HEALTH & WELFARE FUND | KANSAS CITY, MO | Other NONE | 9,802 | $1.2B | $165K |
| ROOFERS LOCAL NO 20 PENSION PLAN ROOFERS LOCAL NO 20 PENSION PLAN | RAYTOWN, MO | Advisor / Consultant INVESTMENT MANAGER | 540 | $110.5M | $48K |
| ROOFERS LOCAL NO. 20 PENSION PLAN ROOFERS LOCAL NO. 20 PENSION PLAN | RAYTOWN, MO | Advisor / Consultant INVESTMENT MANAGER | 540 | $104.9M | $33K |
| ROOFERS LOCAL NO. 20 PENSION FUND ROOFERS LOCAL NO. 20 PENSION FUND | RAYTOWN, MO | Advisor / Consultant INVESTMENT MANAGER | 504 | $96.2M | $36K |
| KANSAS CITY UROLOGY CARE P.A. KANSAS CITY UROLOGY CARE P.A. 401(K) PLAN | LENEXA, KS | Advisor / Consultant INVESTMENT ADVISOR | 196 | $49.3M | $17K |
| KANSAS CITY UROLOGY CARE P.A. KANSAS CITY UROLOGY CARE P.A. 401(K) PLAN | LENEXA, KS | Advisor / Consultant INVESTMENT ADVISOR | 181 | $40.3M | $12K |
| IBEW NO 271 NECA HEALTH & BENEFIT FUND IBEW NO 271 NECA HEALTH & BENEFIT FUND | WICHITA, KS | Custodian INVESTMENT CUSTODIAN | 711 | $22.2M | $6K |
| IBEW NO 271 NECA HEALTH & BENEFIT FUND IBEW NO 271 NECA HEALTH & BENEFIT FUND | WICHITA, KS | Custodian INVESTMENT CUSTODIAN | 690 | $20.0M | $38K |
| IBEW NO 271 NECA HEALTH & BENEFIT FUND IBEW NO 271 NECA HEALTH & BENEFIT FUND | WICHITA, KS | Custodian INVESTMENT CUSTODIAN | 635 | $18.1M | $37K |
| ROOFERS LOCAL 20 HEALTH AND WELFARE FUND ROOFERS LOCAL 20 HEALTH AND WELFARE FUND | RAYTOWN, MO | Advisor / Consultant INVESTMENT MANAGER | 487 | $11.2M | $48K |
| ROOFERS LOCAL 20 HEALTH AND WELFARE FUND ROOFERS LOCAL 20 HEALTH AND WELFARE FUND | RAYTOWN, MO | Advisor / Consultant INVESTMENT MANAGER | 487 | $10.9M | $50K |