Sound Financial Investment Mgmt

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

3,384

Total plan assets

$27.7M

Filings (rows)

Direct comp

$25K

Indirect comp

Showing only "SOUND FINANCIAL INVESTMENT MGMT"

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SOUND FINANCIAL INVESTMENT MGMT4 SOUND FINANCIAL GROUP2 SOUND FINANCIAL SOLUTIONS2 SOUND FINANCIAL1

SERVICES PROVIDED

Investment manager4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Goodwill Easter Seals Miami Valley Goodwill Easter Seals Miami Valley 403(b) Plan · all filings	DAYTON, OH	Investment manager	1,446	$9.9M	$9K	$0
Goodwill Easter Seals Miami Valley Goodwill Easter Seals Miami Valley 403(b) Plan · all filings	DAYTON, OH	Investment manager	1,390	$8.6M	$6K	$0
Columbus Center for Human Services, Inc. Columbus Center for Human Services, Inc. Retirement Plan · all filings	COLUMBUS, OH	Investment manager	273	$5.1M	$5K	$0
Columbus Center for Human Services, Inc. Columbus Center for Human Services, Inc. Retirement Plan · all filings	COLUMBUS, OH	Investment manager	275	$4.1M	$5K	$0