Professional Financial 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

18,975

Total plan assets

$2.2B

Filings (rows)

Direct comp

$28K

Indirect comp

Showing only "PROFESSIONAL FINANCIAL MANAGEMENT"

View all 4 variants aggregated →

PROFESSIONAL FINANCIAL6 PROFESSIONAL FINANCIAL MANAGEMENT3 PROFESSIONAL FINANCIAL MANAGEM1 PROFESSIONAL FINANCIAL SERVICES1

SERVICES PROVIDED

Advisor / Consultant2

Broker1

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Thedacare Inc. Thedacare Retirement and 403(b) Savings Plan · all filings	NEENAH, WI	Broker	6,774	$837.6M	$10K	$0
Thedacare Inc. Thedacare Retirement and 403(b) Savings Plan · all filings	NEENAH, WI	Advisor / Consultant	6,180	$741.2M	$9K	$0
Thedacare Inc. Thedacare Retirement and 403(b) Savings Plan · all filings	NEENAH, WI	Advisor / Consultant	6,021	$636.7M	$9K	$0