Financial Life Advisors

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

838

Total plan assets

$62.3M

Filings (rows)

Direct comp

$61K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

Recordkeeper1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Synergy Healthcare Associates Synergy Healthcare Associates 401(k) Plan · all filings	SAN ANTONIO, TX	Advisor / Consultant	178	$30.4M	$16K	$0
Synergy Healthcare Associates Synergy Healthcare Associates 401(k) Plan · all filings	SAN ANTONIO, TX	Advisor / Consultant	184	$30.1M	$20K	$0
All Plastics LLC All Plastics LLC 401(k) Profit Sharing Plan and Trust · all filings	KERRVILLE, TX	Recordkeeper Advisor / Consultant	115	$1.4M	$0	$0
TMC Medical Management Ltd. Texas Medclinic 401(k) Profit Sharing Plan · all filings	SAN ANTONIO, TX	Advisor / Consultant	361	$345K	$25K	$0