FINANCIAL SENSE
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
3
Active participants
6,193
Total plan assets
$33.6M
Filings (rows)
3
Direct comp
$6K
Indirect comp
$87K
Aggregating 2 name variants under "FINANCIAL SENSE"
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE SCI-ARC RETIREMENT SAVINGS PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISORY | 98 | $21.1M | $0 |
| LINKS HEALTHCARE GROUP LLC LINKS HEALTHCARE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | SAN DIEGO, CA | Advisor / Consultant ADVISOR | 3,815 | $8.6M | $6K |
| CAPTAIN D'S, LLC CAPTAIN D'S, LLC 401(K) PLAN | NASHVILLE, TN | Advisor / Consultant FINANCIAL ADVISOR | 2,280 | $3.8M | $0 |