LARSON 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
62
Active participants
813,710
Total plan assets
$127.8B
Filings (rows)
62
Direct comp
$1.3M
Indirect comp
$0
Aggregating 2 name variants under "LARSON FINANCIAL"
SERVICES PROVIDED
Other28
Advisor / Consultant18
Broker16
Top plans served
All 62 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 83,445 | $10.5B | $37K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $129K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 80,015 | $9.1B | $28K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $12K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | DOWNERS GROVE, IL | Other NONE | 76,956 | $7.5B | $25K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $134K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $11K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $116K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $11K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $60K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.7B | $52K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.1B | $47K |
| PENN STATE HEALTH PENN STATE HEALTH 401(K) SAVINGS PLAN | HERSHEY, PA | Other OTHER FEES | 15,720 | $2.9B | $6K |
| U.S. ANESTHESIA PARTNERS, INC U.S. ANESTHESIA PARTNERS, INC. 401(K) PLAN | DALLAS, TX | Other NONE | 5,640 | $2.8B | $30K |
| BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES, FL | Broker SECURITIES BROKER | 27,513 | $2.7B | $8K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,844 | $2.6B | $49K |
| PENN STATE HEALTH PENN STATE HEALTH 401(K) SAVINGS PLAN | HERSHEY, PA | Advisor / Consultant INVESTMENT ADVISOR | 14,885 | $2.6B | $5K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,796 | $2.3B | $44K |
| BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES, FL | Broker SECUTITIES BROKER | 26,139 | $2.3B | $7K |
| PENN STATE HEALTH PENN STATE HEALTH 401(K) SAVINGS PLAN | HERSHEY, PA | Advisor / Consultant INVESTMENT ADVISORY | 16,648 | $2.1B | $4K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,591 | $2.0B | $43K |
| BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES, FL | Broker SECUTITIES BROKER | 25,214 | $1.9B | $6K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 18,577 | $1.8B | $21K |
| INFINEON TECHNOLOGIES AMERICAS CORP. INFINEON TECHNOLOGIES SAVINGS PLAN | MILPITAS, CA | Other NONE | 3,569 | $1.7B | $6K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 18,477 | $1.6B | $18K |
| CARLE FOUNDATION HOSPITAL AND AFFILIATES CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN | URBANA, IL | Other AFFIL PLAN RECRDKEEPER | 16,060 | $1.4B | $34K |
| THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION SECTION 403(B) PLAN | JACKSONVILLE, FL | Broker SECURITIES BROKER | 9,806 | $1.3B | $18K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 17,415 | $1.3B | $18K |
| CARLE FOUNDATION HOSPITAL AND AFFILIATES CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN | URBANA, IL | Other AFFIL PLAN RECRDKEEPER | 15,967 | $1.2B | $31K |
| THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION SECTION 403(B) PLAN | JACKSONVILLE, FL | Broker SECURITIES BROKER | 9,053 | $1.1B | $14K |
| RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN | AUSTIN, TX | Other NONE | 1,428 | $1.0B | $7K |
| THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION SECTION 403(B) PLAN | JACKSONVILLE, FL | Broker SECURITIES BROKER | 8,485 | $924.4M | $13K |
| RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN | EL SEGUNDO, CA | Other NONE | 1,400 | $843.3M | $9K |
| SHOOK, HARDY & BACON L.L.P. SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN | KANSAS CITY, MO | Broker SECURITIES BROKER | 1,204 | $650.8M | $9K |
| SHOOK, HARDY & BACON L.L.P. SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN | KANSAS CITY, MO | Broker SECURITIES BROKER | 1,164 | $588.7M | $7K |
| PENN STATE HEALTH PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM | HERSHEY, PA | Other OTHER FEES | 19,306 | $532.5M | $3K |
| SHOOK, HARDY & BACON L.L.P. SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN | KANSAS CITY, MO | Broker SECURITIES BROKER | 1,142 | $496.5M | $6K |
| PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY, WI | Broker SECURITIES BROKER | 2,068 | $491.7M | $6K |
| MCFARLAND CLINIC, P.C. MCFARLAND CLINIC, P.C. 401(K) PROFIT SHARING PLAN | AMES, IA | Other NONE | 1,393 | $487.9M | $10K |
| MCFARLAND CLINIC, P.C. MCFARLAND CLINIC, P.C. 401(K) PROFIT SHARING PLAN | AMES, IA | Other NONE | 1,398 | $448.2M | $8K |
| PENN STATE HEALTH PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM | HERSHEY, PA | Advisor / Consultant INVESTMENT ADVISORY | 18,192 | $444.3M | $2K |
| MCFARLAND CLINIC, P.C. MCFARLAND CLINIC, P.C. 401(K) PROFIT SHARING PLAN | AMES, IA | Other NONE | 1,436 | $405.1M | $7K |
| CITY OF HOPE MEDICAL GROUP, INC. CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN | DUARTE, CA | Other NONE | 627 | $387.2M | $5K |
| PENN STATE HEALTH PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM | HERSHEY, PA | Advisor / Consultant INVESTMENT ADVISOR | 18,215 | $372.8M | $2K |
| EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN | BLOOMINGTON, MN | Other NONE | 487 | $294.4M | $10K |
| EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN | BLOOMINGTON, MN | Other NONE | 460 | $257.4M | $8K |
| EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN | BLOOMINGTON, MN | Other NONE | 420 | $214.7M | $8K |
| SALINA REGIONAL HEALTH CENTER SALINA REGIONAL HEALTH CENTER 401(K) PLAN | SALINA, KS | Advisor / Consultant ADVISOR | 2,500 | $193.1M | $2K |
| SALINA REGIONAL HEALTH CENTER SALINA REGIONAL HEALTH CENTER 401(K) PLAN | SALINA, KS | Advisor / Consultant ADVISOR | 2,537 | $175.8M | $2K |
| SALINA REGIONAL HEALTH CENTER SALINA REGIONAL HEALTH CENTER 401(K) PLAN | SALINA, KS | Advisor / Consultant ADVISOR | 2,423 | $155.8M | $2K |
| EMERGENCY PHYSICIANS OF CENTRAL FLORIDA, LLP EPCF 401(K) PROFIT SHARING PLAN | ORLANDO, FL | Other NONE | 287 | $145.3M | $31K |
| PROVIDENCE ANESTHESIOLOGY ASSOCIATES P.A. PROVIDENCE ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN | CHARLOTTE, NC | Other NONE | 267 | $124.3M | $24K |
| PROVIDENCE ANESTHESIOLOGY ASSOCIATES P.A. PROVIDENCE ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN | CHARLOTTE, NC | Other NONE | 221 | $121.1M | $20K |
| ORTHOPAEDICS NORTHEAST, PC ORTHOPAEDICS NORTHEAST, PC PROFIT SHARING PLAN | FORT WAYNE, IN | Advisor / Consultant ADVISOR | 339 | $104.1M | $8K |
| PROVIDENCE ANESTHESIOLOGY ASSOCIATES P.A. PROVIDENCE ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN | CHARLOTTE, NC | Other NONE | 186 | $102.5M | $17K |
| ORTHOPAEDICS NORTHEAST, PC ORTHOPAEDICS NORTHEAST, PC PROFIT SHARING PLAN | FORT WAYNE, IN | Advisor / Consultant ADVISOR | 343 | $97.2M | $9K |
| METRO-WEST ANESTHESIA GROUP, INC. METRO-WEST ANESTHESIA GROUP, INC. 401(K) PLAN | CHESTERFIELD, MO | Advisor / Consultant INVESTMENT ADVISOR | 193 | $96.5M | $13K |
| ORTHOPAEDICS NORTHEAST, PC ORTHOPAEDICS NORTHEAST, PC PROFIT SHARING PLAN | FORT WAYNE, IN | Advisor / Consultant ADVISOR | 370 | $82.6M | $13K |
| METRO-WEST ANESTHESIA GROUP, INC. METRO-WEST ANESTHESIA GROUP, INC. 401(K) PLAN | CHESTERFIELD, MO | Advisor / Consultant INVESTMENT ADVISOR | 160 | $76.7M | $5K |
| UNITY HEALTH UNITY HEALTH RETIREMENT PLAN | SEARCY, AR | Broker SECURITIES BROKER | 1,571 | $66.3M | $565 |
| UNITY HEALTH UNITY HEALTH 403(B) RETIREMENT PLAN | SEARCY, AR | Broker SECURITIES BROKER | 1,147 | $45.6M | $829 |
| FULTON COUNTY HEALTH CENTER FULTON COUNTY HEALTH CENTER TAX DEFERRED ANNUITY PLAN | WAUSEON, OH | Broker SECURITIES BROKER | 906 | $33.6M | $2K |