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

Active participants

1,340

Total plan assets

$256.2M

Filings (rows)

Direct comp

$30K

Indirect comp

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Slocum-Dickson Medical Group, PLLC Slocum-Dickson Medical Group, PLLC Retirement Plan · all filings	NEW HARTFORD, NY	Other service providers	444	$87.7M	$10K	$0
Slocum-Dickson Medical Group, PLLC Slocum-Dickson Medical Group, PLLC Retirement Plan · all filings	NEW HARTFORD, NY	Other service providers	413	$87.1M	$11K	$0
Slocum-Dickson Medical Group, PLLC Slocum-Dickson Medical Group, PLLC Retirement Plan · all filings	NEW HARTFORD, NY	Other service providers	483	$81.4M	$9K	$0