Money Concepts

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

2,174

Total plan assets

$102.6M

Filings (rows)

Direct comp

$102K

Indirect comp

$82K

Aggregating 2 name variants under "MONEY CONCEPTS"

Click a variant to view it alone

MONEY CONCEPTS CAPITAL16 MONEY CONCEPTS1

SERVICES PROVIDED

Advisor / Consultant8

Broker5

Other service providers4

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Plans served

All 6 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Moody Nolan, Inc. Moody Nolan, Inc. 401(k) Profit Sharing Plan · all filings	COLUMBUS, OH	Advisor / Consultant	336	$36.5M	$72K	$0
DEN Hartog Industries, Inc. DEN Hartog Industries, Inc. 401(k) Retirement Plan · all filings	HOSPERS, IA	Broker	287	$26.4M	$0	$4K
Ohio County Hospital Ohio County Hospital Tax Deferred Annuity Retirement Plan · all filings	HARTFORD, KY	Other service providers	703	$19.5M	$0	$38K
Mountainheart Community Services, Inc. Mountainheart Community Services, Inc. Profit Sharing Plan · all filings	OCEANA, WV	Broker	213	$11.3M	$0	$40K
Clark's Pump N' Shop, Inc. Clark's Pump N' Shop, Inc. 401(k) Plan · all filings	ASHLAND, KY	Advisor / Consultant	365	$6.6M	$31K	$0
Chancellor Health Care, Inc. Chancellor Health Care, 401(k) Retirement Plan · all filings	WINDSOR, CA	Advisor / Consultant	270	$2.3M	$0	$0