Harvard Square Financial Planning L

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

3,195

Total plan assets

$1.2B

Filings (rows)

Direct comp

$124K

Indirect comp

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HARVARD SQUARE FINANCIAL PLANNING5 HARVARD SQUARE FINANCIAL PLANNING L4

SERVICES PROVIDED

Other service providers4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Trustees of the College of the HOLY Cross College of the HOLY Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan · all filings	WORCESTER, MA	Other service providers	954	$401.8M	$38K	$0
Trustees of the College of the HOLY Cross College of the HOLY Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan · all filings	WORCESTER, MA	Other service providers	933	$365.8M	$54K	$0
Trustees of the College of the HOLY Cross College of the HOLY Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan · all filings	WORCESTER, MA	Other service providers	964	$334.1M	$22K	$0
Lasell University Lasell University 403(b) Plan · all filings	NEWTON, MA	Other service providers	344	$61.5M	$10K	$0