FINANCIAL MANAGEMENT
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
29
Active participants
48,108
Total plan assets
$21.8B
Filings (rows)
29
Direct comp
$664K
Indirect comp
$40
Aggregating 4 name variants under "FINANCIAL MANAGEMENT"
SERVICES PROVIDED
Advisor / Consultant16
Other13
Top plans served
All 29 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $16K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $15K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $15K |
| IMI AMERICAS LLC. IMI 401(K) PLAN | DENVER, CO | Other NONE | 1,547 | $312.6M | $8K |
| IMI AMERICAS LLC. IMI 401(K) PLAN | DENVER, CO | Other NONE | 1,710 | $296.3M | $7K |
| IMI AMERICAS LLC. IMI 401(K) PLAN | LITTLETON, CO | Other NONE | 1,736 | $263.0M | $6K |
| KINGMAN HEALTHCARE, INC. KINGMAN HEALTHCARE, INC. 403(B) RETIREMENT PLAN | KINGMAN, AZ | Advisor / Consultant INVESTMENT ADVISORY | 1,932 | $113.7M | $62K |
| KINGMAN HEALTHCARE, INC. KINGMAN REGIONAL MEDICAL CENTER EMPLOYEE RETIREMENT PLAN | KINGMAN, AZ | Advisor / Consultant INVESTMENT ADVISORY | 1,897 | $107.4M | $62K |
| KINGMAN HEALTHCARE, INC. KINGMAN REGIONAL MEDICAL CENTER EMPLOYEE RETIREMENT PLAN | KINGMAN, AZ | Advisor / Consultant INVESTMENT ADVISORY | 1,914 | $91.2M | $62K |
| ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | TULLAHOMA, TN | Advisor / Consultant ADVISOR | 637 | $51.4M | $36K |
| CREWS & ASSOCIATES, INC. CREWS & ASSOCIATES INC. 401(K) PLAN | LITTLE ROCK, AR | Other NONE | 183 | $47.8M | $18K |
| ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | TULLAHOMA, TN | Advisor / Consultant ADVISOR | 620 | $44.2M | $31K |
| ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | TULLAHOMA, TN | Advisor / Consultant ADVISOR | 612 | $37.4M | $32K |
| CHRISTIANSON AIR CONDITIONING CHRISTIANSON AIR CONDITIONING AND PLUMBING RETIREMENT PLAN | ROUND ROCK, TX | Other INVESTMENT/FINANCIAL ADVI | 153 | $24.3M | $33K |
| CHRISTIANSON AIR CONDITIONING CHRISTIANSON AIR CONDITIONING AND PLUMBING RETIREMENT PLAN | ROUND ROCK, TX | Other INVESTMENT/FINANCIAL ADVI | 168 | $22.1M | $39K |
| CHRISTIANSON AIR CONDITIONING CHRISTIANSON AIR CONDITIONING AND PLUMBING RETIREMENT PLAN | ROUND ROCK, TX | Other INVESTMENT/FINANCIAL ADVI | 170 | $19.5M | $25K |
| HOME FRANCHISE CONCEPTS, LLC HOME FRANCHISE CONCEPTS RETIREMENT SAVINGS PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 283 | $18.6M | $8K |
| HOME FRANCHISE CONCEPTS, LLC HOME FRANCHISE CONCEPTS RETIREMENT SAVINGS PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 269 | $13.0M | $30K |
| WIN-DOR, INC. WIN-DOR, INC. CASH BALANCE PLAN | BREA, CA | Advisor / Consultant ADVISOR | 164 | $6.8M | $36K |
| WIN-DOR, INC WIN-DOR, INC. 401K PROFIT SHARING PLAN | BREA, CA | Advisor / Consultant ADVISOR | 228 | $6.4M | $13K |
| WIN-DOR, INC WIN-DOR, INC. 401K PROFIT SHARING PLAN | BREA, CA | Advisor / Consultant ADVISOR | 204 | $6.2M | $13K |
| PILOT INC. PILOT INC. PROFIT SHARING PLAN | CITY OF INDUSTRY, CA | Other REGISTERED IN VSMT ADVISO | 76 | $5.3M | $18K |
| H GREGORY 1 INC. H GREG 401(K) PLAN | DORAL, FL | Other INVESTMENT/FINANCIAL ADVI | 637 | $5.1M | $11K |
| METRO MOTORS, LLC METRO AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN | MONTCLAIR, CA | Advisor / Consultant INVESTMENT ADVISORY | 126 | $4.8M | $10K |
| METRO MOTORS, INC. METRO AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN | MONTCLAIR, CA | Advisor / Consultant INVESTMENT ADVISORY | 118 | $4.5M | $9K |
| METRO MOTORS, INC. METRO AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN | MONTCLAIR, CA | Advisor / Consultant INVESTMENT ADVISORY | 131 | $4.4M | $11K |
| H GREGORY 1 INC. H GREG 401(K) PLAN | DORAL, FL | Other INVESTMENT/FINANCIAL ADVI | 623 | $4.2M | $8K |
| RUSSELL BARNETT FORD OF TULLAHOMA, INC. RUSSELL BARNETT AUTOMOTIVE FAMILY 401(K) PLAN | TULLAHOMA, TN | Advisor / Consultant INVESTMENT ADVISOR | 168 | $566K | $3K |
| WIN-DOR, INC. WIN-DOR, INC. CASH BALANCE PLAN | BREA, CA | Advisor / Consultant ADVISOR | 0 | $0 | $25K |