Plansource Financial Services

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

9,750

Total plan assets

$217.5M

Filings (rows)

Direct comp

$407K

Indirect comp

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Plansource Financial Services, Inc. Plansource Financial Services, Inc. Retirement Savings Plan · all filings	ORLANDO, FL	Other service providers	1,933	$80.7M	$86K	$0
Plansource Financial Services, Inc. Plansource Financial Services, Inc. Retirement Savings Plan · all filings	ORLANDO, FL	Other service providers	3,639	$70.9M	$141K	$0
Plansource Financial Services, Inc. Plansource Financial Services, Inc. Retirement Savings Plan · all filings	ORLANDO, FL	Other service providers	4,178	$65.9M	$180K	$0