FMI RETIREMENT SERVICES

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

1,897

Total plan assets

$83.1M

Filings (rows)

Direct comp

$110K

Indirect comp

SERVICES PROVIDED

Recordkeeper3

TPA / Administrator2

Top plans served

Showing top 5 of 4 (largest by assets)

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
TRUE NORTH HUMAN CAPITAL, LLC TRUE NORTH HUMAN CAPITAL RETIREMENT SAVINGS PLAN	LAKE SUCCESS, NY	Recordkeeper RECORDKEEPER	638	$26.4M	$46K
TRUE NORTH HUMAN CAPITAL, LLC TRUE NORTH HUMAN CAPITAL RETIREMENT SAVINGS PLAN	LAKE SUCCESS, NY	Recordkeeper RECORDKEEPER	506	$22.9M	$26K
TRUE NORTH HUMAN CAPITAL, LLC