HFR WEALTH 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
3
Active participants
1,340
Total plan assets
$256.2M
Filings (rows)
3
Direct comp
$30K
Indirect comp
$0
SERVICES PROVIDED
Other3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SLOCUM-DICKSON MEDICAL GROUP, PLLC SLOCUM-DICKSON MEDICAL GROUP, PLLC RETIREMENT PLAN | NEW HARTFORD, NY | Other NONE | 444 | $87.7M | $10K |
| SLOCUM-DICKSON MEDICAL GROUP, PLLC SLOCUM-DICKSON MEDICAL GROUP, PLLC RETIREMENT PLAN | NEW HARTFORD, NY | Other NONE | 413 | $87.1M | $11K |
| SLOCUM-DICKSON MEDICAL GROUP, PLLC SLOCUM-DICKSON MEDICAL GROUP, PLLC RETIREMENT PLAN | NEW HARTFORD, NY | Other NONE | 483 | $81.4M | $9K |