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 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN	ORLANDO, FL	Other service providers	1,933	$80.7M	$86K	$0
PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN	ORLANDO, FL