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

Active participants

1,888

Total plan assets

$56.3M

Filings (rows)

Direct comp

$56K

Indirect comp

Showing only "FINANCIAL PLANNING CONCEPTS OF"

View all 4 variants aggregated →

FINANCIAL PLANNING CONCEPTS15 FINANCIAL PLANNING CO3 FINANCIAL PLANNING CONCEPTS OF1 FINANCIAL PLANNING1

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
WORLD INSURANCE ASSOCIATES LLC WORLD INSURANCE ASSOCIATES LLC RETIREMENT TRUST	TINTON FALLS, NJ	Other service providers	1,888	$56.3M	$56K	$0