Financial Planning

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

632

Total plan assets

$209.9M

Filings (rows)

Direct comp

$5K

Indirect comp

Showing only "FINANCIAL PLANNING"

View all 4 variants aggregated →

FINANCIAL PLANNING CONCEPTS16 FINANCIAL PLANNING CO3 FINANCIAL PLANNING CONCEPTS OF1 FINANCIAL PLANNING1

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Tecolote Research, Inc. Tecolote Research, Inc. Money Purchase Pension Plan · all filings	GOLETA, CA	Other service providers	632	$209.9M	$5K	$0