KINGSMARK PRIVATE FINANCIAL AD

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

13,274

Total plan assets

$1.2B

Filings (rows)

Direct comp

$45K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
PHOEBE PUTNEY HEALTH SYSTEM, INC. PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN	ALBANY, GA	Advisor / Consultant ADVISOR	4,666	$446.2M	$17K
PHOEBE PUTNEY HEALTH SYSTEM, INC. PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN	ALBANY, GA	Advisor / Consultant ADVISOR	4,505	$398.0M	$14K
PHOEBE PUTNEY HEALTH SYSTEM, INC.