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"

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FINANCIAL STRATEGIES RETIREMENT PAR2 FINANCIAL STRATEGIES GROUP1

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sparrow Health System Sparrow Health System Associate Retirement Savings Plan · all filings	LANSING, MI	Advisor / Consultant	8,310	$806.5M	$6K	$0
The Mental Health Center of Greater Manchester The Mental Health Center of Greater Manchester Tax Sheltered Annuity Plan · all filings	MANCHESTER, NH	Advisor / Consultant	468	$29.1M	$43K	$0
The Mental Health Center of Greater Manchester The Mental Health Center of Greater Manchester Tax Sheltered Annuity Plan · all filings	MANCHESTER, NH	Advisor / Consultant	449	$28.4M	$45K	$0