· 2022–2024 · DOL EFAST2
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M Financial Securities Marketing
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
1
Active participants
177
Total plan assets
$5.1M
Filings (rows)
1
Direct comp
$0
Indirect comp
$1K
Showing only "M FINANCIAL SECURITIES MARKETING"
View all 3 variants aggregated →
M FINANCIAL SECURITIES MARKETING IN
4
M FINANCIAL SECURITIES MARKETING
1
M FINANCIAL SECURITIES
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Unlock full export (Pro)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Success Rehabilitation, Inc.
Success Rehabilitation, Inc. Profit Sharing Plan ·
all filings
QUAKERTOWN, PA
Advisor / Consultant
177
$5.1M
$0
$1K
M Financial Securities Marketing — Form 5500 Service Provider Profile | Form 5500 Search