GEN Financial Management

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

674

Total plan assets

$21.5M

Filings (rows)

Direct comp

$89K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Elizabeth Charles Corporation Elizabeth Charles Corporation 401(k) Profit Sharing Plan · all filings	EDINA, MN	Advisor / Consultant	229	$8.2M	$38K	$0
Elizabeth Charles Corporation Elizabeth Charles Corporation 401(k) Profit Sharing Plan · all filings	EDINA, MN	Advisor / Consultant	231	$7.1M	$25K	$0
Elizabeth Charles Corporation Elizabeth Charles Corporation 401(k) Profit Sharing Plan · all filings	EDINA, MN	Advisor / Consultant	214	$6.1M	$25K	$0