FINLEY &
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
16
Active participants
7,472
Total plan assets
$201.9M
Filings (rows)
16
Direct comp
$178K
Indirect comp
$0
Aggregating 2 name variants under "FINLEY &"
SERVICES PROVIDED
Accountant / Auditor9
Other7
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FIRST NATIONAL BANK AND TRUST COMPANY RETIREMENT PLAN FOR EMPLOYEES OF FIRST NATIONAL BANK OF ARDMORE | ARDMORE, OK | Other NONE | 123 | $30.8M | $15K |
| FIRST NATIONAL BANK AND TRUST COMPANY RETIREMENT PLAN FOR EMPLOYEES OF FIRST NATIONAL BANK OF ARDMORE | ARDMORE, OK | Other NONE | 135 | $28.5M | $15K |
| FIRST NATIONAL BANK AND TRUST COMPANY RETIREMENT PLAN FOR EMPLOYEES OF FIRST NATIONAL BANK OF ARDMORE | ARDMORE, OK | Other NONE | 121 | $25.6M | $14K |
| COMMUNICATION FEDERAL CREDIT UNION COMMUNICATION FEDERAL CREDIT UNION 401(K) PLAN | OKLAHOMA CITY, OK | Accountant / Auditor ACCOUNTANT/AUDITOR | 284 | $25.3M | $12K |
| COMMUNICATION FEDERAL CREDIT UNION COMMUNICATION FEDERAL CREDIT UNION 401(K) PLAN | OKLAHOMA CITY, OK | Accountant / Auditor ACCOUNTANT/AUDITOR | 260 | $22.9M | $11K |
| CENTURY LLC CENTURY LLC PROFIT SHARING 401(K) SAVINGS PLAN | OKLAHOMA CITY, OK | Accountant / Auditor ACCOUNTANT/AUDITOR | 237 | $15.0M | $10K |
| SCHRAAD & ASSOCIATES-SALES/MARKETING, INC. SCHRAAD & ASSOCIATES SALES/MARKETING, INC. 401(K) PLAN | OKLAHOMA CITY, OK | Accountant / Auditor AUDITOR | 164 | $11.8M | $1K |
| SCHRAAD & ASSOCIATES-SALES/MARKETING.INC SCHRAAD & ASSOCIATES SALES/MARKETING, INC . 401(K) PLAN | OKLAHOMA CITY, OK | Accountant / Auditor AUDITOR | 167 | $9.2M | $10K |
| SCHRAAD & ASSOCIATES-SALES/MARKETING.INC SCHRAAD & ASSOCIATES SALES/MARKETING, INC . 401(K) PLAN | OKLAHOMA CITY, OK | Accountant / Auditor AUDITOR | 152 | $7.0M | $10K |
| BANCFIRST BANCFIRST CORPORATION EMPLOYEES' BENEFIT TRUST | OKLAHOMA CITY, OK | Other NONE | 1,504 | $5.5M | $14K |
| BANCFIRST BANCFIRST CORPORATION EMPLOYEES' BENEFIT TRUST | OKLAHOMA CITY, OK | Other NONE | 1,764 | $5.4M | $13K |
| BANCFIRST BANCFIRST CORPORATION EMPLOYEES' BENEFIT TRUST | OKLAHOMA CITY, OK | Other NONE | 1,504 | $4.7M | $12K |
| TMAG HOLDINGS, LLC DBA TED MOORE TMAG 401(K) PLAN | OKLAHOMA CITY, OK | Accountant / Auditor ACCOUNTANT | 362 | $3.9M | $16K |
| TMAG HOLDINGS, LLC DBA TED MOORE TMAG 401(K) PLAN | OKLAHOMA CITY, OK | Accountant / Auditor ACCOUNTANT | 355 | $3.0M | $5K |
| TMAG HOLDINGS, LLC DBA TED MOORE TMAG 401(K) PLAN | OKLAHOMA CITY, OK | Accountant / Auditor ACCOUNTANT | 340 | $2.0M | $9K |
| AMERICAN HERITAGE BANK AMERICAN HERITAGE BANK PENSION PLAN | SAPULPA, OK | Other NONE | 0 | $1.2M | $11K |