Grove Point 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

3,096

Total plan assets

$150.0M

Filings (rows)

Direct comp

$233K

Indirect comp

Showing only "GROVE POINT FINANCIAL"

View all 3 variants aggregated →

GROVE POINT INVESTMENTS21 GROVE POINT ADVISORS17 GROVE POINT FINANCIAL4

SERVICES PROVIDED

Other service providers2

Broker2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Seven Hills Foundation, Inc. Seven Hills Foundation Retirement Plan · all filings	WORCESTER, MA	Broker	1,155	$50.7M	$98K	$0
Seven Hills Foundation, Inc. Seven Hills Foundation Retirement Plan · all filings	WORCESTER, MA	Broker	1,088	$41.0M	$70K	$0
Marine Credit Union Marine Credit Union 401(k) Plan · all filings	LA CROSSE, WI	Other service providers	420	$32.4M	$14K	$0
Marine Credit Union Marine Credit Union 401(k) Plan and Trust · all filings	LA CROSSE, WI	Other service providers	433	$25.9M	$51K	$0