FINANCIAL STRATEGIES

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

9,227

Total plan assets

$864.0M

Filings (rows)

Direct comp

$93K

Indirect comp

Aggregating 2 name variants under "FINANCIAL STRATEGIES"

FINANCIAL STRATEGIES RETIREMENT PAR2 FINANCIAL STRATEGIES GROUP1

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SPARROW HEALTH SYSTEM SPARROW HEALTH SYSTEM ASSOCIATE RETIREMENT SAVINGS PLAN	LANSING, MI	Advisor / Consultant ADVISOR	8,310	$806.5M	$6K
THE MENTAL HEALTH CENTER OF GREATER MANCHESTER THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN	MANCHESTER, NH	Advisor / Consultant ADVISOR	468	$29.1M	$43K
THE MENTAL HEALTH CENTER OF GREATER MANCHESTER