· 2022–2024 · DOL EFAST2
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Financial Planning Concepts of — Form 5500 Service Provider Profile | Form 5500 Search
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Financial Planning Concepts of
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
1
Active participants
1,888
Total plan assets
$56.3M
Filings (rows)
1
Direct comp
$56K
Indirect comp
$0
Showing only "FINANCIAL PLANNING CONCEPTS OF"
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FINANCIAL PLANNING CONCEPTS
16
FINANCIAL PLANNING CO
3
FINANCIAL PLANNING
1
FINANCIAL PLANNING CONCEPTS OF
1
FINANCIAL PLANNING CONCEPTS OF AMER
1
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
World Insurance Associates LLC
World Insurance Associates LLC Retirement Trust ·
all filings
TINTON FALLS, NJ
Other service providers
1,888
$56.3M
$56K
$0