SOUDERS FINANCIAL ADVISORS
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
20
Active participants
40,534
Total plan assets
$830.3M
Filings (rows)
20
Direct comp
$403K
Indirect comp
$501K
SERVICES PROVIDED
Advisor / Consultant16
Other4
Top plans served
All 20 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PLAN FIDUCIARY SERVICES, INC. THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER, FL | Advisor / Consultant RIA | 11,122 | $181.1M | $0 |
| PLAN FIDUCIARY SERVICES, INC. THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER, FL | Advisor / Consultant RIA | 3,389 | $132.7M | $0 |
| PLAN FIDUCIARY SERVICES, INC. ONEDIGITAL OPEN POOLED EMPLOYER PLAN | CLEARWATER, FL | Advisor / Consultant INVESTMENT/ADVISOR/OTHER | 4,946 | $93.6M | $76K |
| PLAN FIDUCIARY SERVICES, INC. THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER, FL | Advisor / Consultant RIA | 10,921 | $89.5M | $0 |
| CTI - CLINICAL TRIAL SERVICES, INC. CTI CLINICAL TRIAL SERVICES, INC. 401(K) PLAN | COVINGTON, KY | Advisor / Consultant ADVISOR | 621 | $85.1M | $35K |
| CTI - CLINICAL TRIAL SERVICES, INC. CTI CLINICAL TRIAL SERVICES, INC. 401(K) PLAN | COVINGTON, KY | Advisor / Consultant ADVISOR | 623 | $71.7M | $35K |
| PLAN FIDUCIARY SERVICES, INC. ONEDIGITAL OPEN POOLED EMPLOYER PLAN | CLEARWATER, FL | Advisor / Consultant INVESTMENT/ADVISOR/OTHER | 3,318 | $60.1M | $64K |
| PLAN FIDUCIARY SERVICES, INC. ONEDIGITAL OPEN POOLED EMPLOYER PLAN | CLEARWATER, FL | Advisor / Consultant INVESTMENT/ADVISOR | 1,859 | $41.8M | $61K |
| THE NORTH SIDE BANK & TRUST CO. NSB PROFIT SHARING 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 112 | $18.4M | $27K |
| THE NORTH SIDE BANK & TRUST CO. NSB PROFIT SHARING 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 109 | $17.9M | $22K |
| THE NORTH SIDE BANK & TRUST CO. NSB PROFIT SHARING 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 106 | $14.8M | $20K |
| PLAN COMPLIANCE SERVICES, INC. SCA GREAT LAKES POOLED EMPLOYER PLAN | CLEARWATER, FL | Advisor / Consultant ADVISOR | 239 | $7.9M | $21K |
| PLAN COMPLIANCE SERVICES, INC. SCA GREAT LAKES POOLED EMPLOYER PLAN | CLEARWATER, FL | Advisor / Consultant ADVISOR | 195 | $5.1M | $0 |
| PLAN COMPLIANCE SERVICES, INC. ENVISION RETIREMENT SAVINGS PLAN | CLEARWATER, FL | Advisor / Consultant OTHER INVESTMENT ADVISOR | 301 | $3.9M | $15K |
| A & E MANAGEMENT, INC. ARCHWAYS 401(K) RETIREMENT PLAN | HARRISON, OH | Other REGISTERED INVESTMENT ADV | 74 | $3.5M | — |
| PLAN COMPLIANCE SERVICES, INC. ENVISION RETIREMENT SAVINGS PLAN | CLEARWATER, FL | Advisor / Consultant OTHER INVESTMENT ADVISOR | 228 | $2.5M | $9K |
| PLAN COMPLIANCE SERVICES, INC. NEXT(K) RETIREMENT SOLUTIONS | CLEARWATER, FL | Other OTHER FEES | 399 | $835K | $0 |
| PLAN COMPLIANCE SERVICES, INC. SCA GREAT LAKES POOLED EMPLOYER PLAN | CLEARWATER, FL | Advisor / Consultant ADVISOR | 239 | — | $17K |
| PLAN COMPLIANCE SERVICES, INC. SECURE CHOICE POOLED EMPLOYER PLAN | CLEARWATER, FL | Other SERVICE PROVIDER | 1,360 | — | $0 |
| PLAN COMPLIANCE SERVICES, INC. SECURE CHOICE 403(B) RETIREMENT SAVINGS PLAN | CLEARWATER, FL | Other SERVICE PROVIDER | 373 | — | $0 |