PFG-Financial Planning & Management

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

1,888

Total plan assets

$58.3M

Filings (rows)

Direct comp

$198K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Prospecting the plans that use PFG-Financial Planning & Management?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Fusion Employer Services, LLC Fusion Employer Services Retirement Savings Plan · all filings	LAWRENCEVILLE, NJ	Advisor / Consultant	1,888	$58.3M	$198K	$0