FINANXIAL INVESTMENT

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

1,472

Total plan assets

$25.9M

Filings (rows)

Direct comp

$17K

Indirect comp

Aggregating 2 name variants under "FINANXIAL INVESTMENT"

FINANXIAL INVESTMENT ADVISORS4 FINANXIAL INVESTMENT ADVISOR1

SERVICES PROVIDED

TPA / Administrator5

Top plans served

All 5 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
RR GROUP RETIREMENT PLAN RR GROUP, INC EMPLOYEE'S PROFIT SHARING PLAN	CAGUAS, PR	TPA / Administrator CONTRACT ADMIN	409	$8.9M	$5K
RR GROUP RETIREMENT PLAN RR GROUP, INC EMPLOYEE'S PROFIT SHARING PLAN	CAGUAS, PR	TPA / Administrator CONTRACT ADMIN	386	$7.6M	$4K
RR GROUP RETIREMENT PLAN