Formulate Financial

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

940

Total plan assets

$100.8M

Filings (rows)

Direct comp

$100K

Indirect comp

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Monroe University, Ltd. Monroe University, Ltd. Retirement Savings Plan · all filings	BRONX, NY	Other service providers	940	$100.8M	$100K	$0