KOINONIA 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

1,175

Total plan assets

$50.0M

Filings (rows)

Direct comp

$29K

Indirect comp

$330K

SERVICES PROVIDED

Broker3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BELL & MCCOY BELL & MCCOY 401(K) PLAN	HOUSTON, TX	Broker BROKER	433	$19.5M	$15K
BELL & MCCOY BELL & MCCOY 401(K) PLAN	HOUSTON, TX	Broker BROKER	409	$16.9M	$14K
BELL & MCCOY BELL & MCCOY 401(K) PLAN	HOUSTON, TX	Broker