PERSPECTIVE GROUP

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

471

Total plan assets

$47.1M

Filings (rows)

Direct comp

$100K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
MERCER-ZIMMERMAN, INC. MERCER-ZIMMERMAN, INC. PROFIT SHARING 401(K) PLAN	OVERLAND PARK, KS	Advisor / Consultant	177	$19.1M	$39K	$0
MERCER-ZIMMERMAN, INC. MERCER-ZIMMERMAN, INC. PROFIT SHARING 401(K) PLAN	OVERLAND PARK, KS	Advisor / Consultant