SOUND 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
9
Active participants
4,340
Total plan assets
$72.9M
Filings (rows)
9
Direct comp
$162K
Indirect comp
$8K
Aggregating 4 name variants under "SOUND FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant5
Other4
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CLEAR PEO, LLC CLEAR PEO, LLC 401(K) SAVINGS PLAN | LANGHORNE, PA | Advisor / Consultant INVESTMENT ADVISOR | 487 | $16.9M | $67K |
| GOODWILL EASTER SEALS MIAMI VALLEY GOODWILL EASTER SEALS MIAMI VALLEY 403(B) PLAN | DAYTON, OH | Other PARTICIPANT EDUCATION | 1,446 | $9.9M | $9K |
| AMPLIO CORPORATION AMPLIO CORPORATION 401(K) PLAN | BOISE, ID | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 131 | $9.7M | $26K |
| GOODWILL EASTER SEALS MIAMI VALLEY GOODWILL EASTER SEALS MIAMI VALLEY 403(B) PLAN | DAYTON, OH | Other PARTICIPANT EDUCATION | 1,390 | $8.6M | $6K |
| AMPLIO CORPORATION AMPLIO CORPORATION 401(K) PLAN | BOISE, ID | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 118 | $8.3M | $22K |
| AMPLIO CORPORATION AMPLIO CORPORATION 401(K) PLAN | BOISE, ID | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 127 | $7.1M | $21K |
| COLUMBUS CENTER FOR HUMAN SERVICES, INC. COLUMBUS CENTER FOR HUMAN SERVICES, INC. RETIREMENT PLAN | COLUMBUS, OH | Other PARTICIPANT EDUCATION | 273 | $5.1M | $5K |
| COLUMBUS CENTER FOR HUMAN SERVICES, INC. COLUMBUS CENTER FOR HUMAN SERVICES, INC. RETIREMENT PLAN | COLUMBUS, OH | Other PARTICIPANT EDUCATION | 275 | $4.1M | $5K |
| ENVIRONMENTAL ENTERPRISES, INC. ENVIRONMENTAL ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 93 | $3.2M | $0 |