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

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN	ORLANDO, FL	Other PLAN SPONSOR	1,933	$80.7M	$86K
PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN	ORLANDO, FL	Other PLAN SPONSOR	3,639	$70.9M	$141K
PLANSOURCE FINANCIAL SERVICES, INC.