FINANCIAL DESIGNS
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
23
Active participants
45,679
Total plan assets
$13.1B
Filings (rows)
23
Direct comp
$761K
Indirect comp
$40K
Aggregating 2 name variants under "FINANCIAL DESIGNS"
SERVICES PROVIDED
Other14
Advisor / Consultant9
Top plans served
All 23 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA EDISON COMPANY EDISON 401(K) SAVINGS PLAN | ROSEMEAD, CA | Advisor / Consultant INVESTMENT ADVISOR | 14,119 | $5.7B | $421K |
| SOUTHERN CALIFORNIA GAS COMPANY SOUTHERN CALIFORNIA GAS COMPANY RETIREMENT SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 9,002 | $2.7B | $7K |
| SOUTHERN CALIFORNIA GAS COMPANY SOUTHERN CALIFORNIA GAS COMPANY RETIREMENT SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 8,850 | $2.4B | $31K |
| HILLTOP HOLDINGS INC. HILLTOP HOLDINGS INC. 401(K) PLAN | DALLAS, TX | Other NONE | 3,609 | $809.7M | $10K |
| HILLTOP HOLDINGS INC. HILLTOP HOLDINGS INC. 401(K) PLAN | DALLAS, TX | Other NONE | 3,797 | $727.0M | $9K |
| HILLTOP HOLDINGS INC. HILLTOP HOLDINGS INC. 401(K) PLAN | DALLAS, TX | Other NONE | 4,148 | $644.9M | $8K |
| AMG, INC. AMG, INC 401(K) PLAN | LYNCHBURG, VA | Other NONE | 121 | $14.7M | $32K |
| AMG, INC. AMG, INC 401(K) PLAN | LYNCHBURG, VA | Other NONE | 113 | $12.6M | $33K |
| CSE, INC. CSE, INC. PROFIT SHARING 401(K) PLAN | MADISON HEIGHTS, VA | Advisor / Consultant INVESTMENT ADVISOR | 158 | $10.6M | $37K |
| CSE, INC. CSE, INC. PROFIT SHARING 401(K) PLAN | MADISON HEIGHTS, VA | Advisor / Consultant INVESTMENT ADVISOR | 170 | $10.0M | $36K |
| PRESBYTERIAN HOMES & FAMILY SERVICES, INC. DBA HUMANKIND PRESBYTERIAN HOMES & FAMILY SERVICES, INC. DBA HUMANKIND 403(B) PLAN | LYNCHBURG, VA | Advisor / Consultant INVESTMENT ADVISORY | 136 | $7.3M | $10K |
| PRESBYTERIAN HOMES & FAMILY SERVICES, INC. DBA HUMANKIND PRESBYTERIAN HOMES & FAMILY SERVICES, INC. DBA HUMANKIND 403(B) PLAN | LYNCHBURG, VA | Advisor / Consultant INVESTMENT ADVISORY | 142 | $6.4M | $14K |
| PRESBYTERIAN HOMES & FAMILY SERVICES, INC. DBA HUMANKIND PRESBYTERIAN HOMES & FAMILY SERVICES, INC. DBA HUMANKIND 403(B) PLAN | LYNCHBURG, VA | Advisor / Consultant INVESTMENT ADVISORY | 139 | $5.2M | $18K |
| VERTILUX LIMITED VERTILUX LTD USA 401(K) PROFIT SHARING PLAN & TRUST | MEDLEY, FL | Other SERVICE PROVIDER | 96 | $4.9M | $0 |
| VERTILUX LIMITED VERTILUX LTD USA 401(K) PROFIT SHARING PLAN & TRUST | MEDLEY, FL | Other SERVICE PROVIDER | 92 | $3.8M | $0 |
| VERTILUX LIMITED VERTILUX LTD USA 401(K) PROFIT SHARING PLAN &TRUST | MEDLEY, FL | Other SERVICE PROVIDER | 104 | $3.2M | $0 |
| AMERICAN VISION GROUP LLC AMERICAN VISION GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | MIAMI, FL | Other NONE | 199 | $2.7M | $15K |
| CONCRETE HOLDINGS & SERVICES, LL C & C CONCRETE 401(K) PLAN | MEDLEY, FL | Other INVESTMENT/FINANCIAL ADVI | 209 | $2.1M | $7K |
| SONNY MERRYMAN, INC. SONNY MERRYMAN, INC. 401(K) PLAN | EVINGTON, VA | Advisor / Consultant INVESTMENT ADVISORS | 160 | $2.0M | $11K |
| TRANSPRO HOLDINGS GROUP, INC. CAROLINA FREIGHTWAYS, INC. 401(K) PLAN | GREENSBORO, NC | Advisor / Consultant INVESTMENT ADVISORY | 130 | $1.8M | $8K |
| CONCRETE HOLDINGS & SERVICES, LLC C & C CONCRETE 401(K) PLAN | MEDLEY, FL | Other SERVICE PROVIDER | 185 | $1.7M | $0 |
| CSE, INC. CSE, INC. PROFIT SHARING 401(K) PLAN | MADISON HEIGHTS, VA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $29K |
| AMG, INC. AMG, INC 401(K) PLAN | LYNCHBURG, VA | Other NONE | 0 | $0 | $26K |