PROFESSIONAL FINANCIAL
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
11
Active participants
64,876
Total plan assets
$8.8B
Filings (rows)
11
Direct comp
$293K
Indirect comp
$0
Aggregating 4 name variants under "PROFESSIONAL FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant8
Other2
Broker1
Top plans served
All 11 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 44,251 | $6.4B | $7K |
| THEDACARE INC. THEDACARE RETIREMENT AND 403(B) SAVINGS PLAN | NEENAH, WI | Broker SECURITIES BROKER | 6,774 | $837.6M | $10K |
| THEDACARE INC. THEDACARE RETIREMENT AND 403(B) SAVINGS PLAN | NEENAH, WI | Advisor / Consultant ADVISOR | 6,180 | $741.2M | $9K |
| THEDACARE INC. THEDACARE RETIREMENT AND 403(B) SAVINGS PLAN | NEENAH, WI | Advisor / Consultant ADVISOR | 6,021 | $636.7M | $9K |
| CENTRAL BANK CENTRAL BANK 401K PROFIT SHARING PLAN | PROVO, UT | Other N/A | 277 | $52.3M | $15K |
| MOXTEK, INC. MOXTEK 401(K) PLAN | OREM, UT | Advisor / Consultant INVESTMENT ADVISOR | 219 | $27.0M | $51K |
| MOXTEK, INC. MOXTEK 401(K) PLAN | OREM, UT | Advisor / Consultant INVESTMENT ADVISOR | 245 | $24.9M | $45K |
| MOXTEK, INC. MOXTEK 401(K) PLAN | OREM, UT | Advisor / Consultant INVESTMENT ADVISOR | 234 | $21.6M | $46K |
| SECURITYMETRICS INC SECURITYMETRICS INC 401(K) PLAN | OREM, UT | Advisor / Consultant INVESTMENT ADVISORY | 226 | $16.9M | $36K |
| SECURITYMETRICS INC SECURITYMETRICS INC 401(K) PLAN | OREM, UT | Advisor / Consultant INVESTMENT ADVISORY | 229 | $14.7M | $33K |
| SECURITYMETRICS INC SECURITYMETRICS INC 401(K) PLAN | OREM, UT | Advisor / Consultant INVESTMENT ADVISORY | 220 | $12.3M | $32K |