Southard 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

Active participants

6,633

Total plan assets

$1.1B

Filings (rows)

Direct comp

$51K

Indirect comp

SERVICES PROVIDED

Other service providers8

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Spend Life Wisely Company, Inc. Spend Life Wisely Company, Inc. Employee Stock Ownership Plan With 401(k) Features · all filings	DURANT, OK	Other service providers	1,858	$363.2M	$8K	$0
Spend Life Wisely Company, Inc. Spend Life Wisely Company, Inc. Employee Stock Ownership Plan With 401(k) Features · all filings	DURANT, OK	Other service providers	1,928	$326.1M	$6K	$0
Spend Life Wisely Company, Inc. Spend Life Wisely Company, Inc. Employee Stock Ownership Plan With 401(k) Features · all filings	DURANT, OK	Other service providers	1,935	$317.8M	$5K	$0
Lincoln County Bancorp, Inc. Lincoln County Bancorp., Inc. Employee Stock Ownership Plan · all filings	TROY, MO	Other service providers	187	$14.4M	$7K	$0
Lincoln County Bancorp, Inc. Lincoln County Bancorp, Inc. Employee Stock Ownership Plan · all filings	TROY, MO	Other service providers	192	$12.0M	$7K	$0
Lincoln County Bancorp, Inc. Lincoln County Bancorp, Inc. Employee Stock Ownership Plan · all filings	TROY, MO	Other service providers	185	$11.0M	$7K	$0
First State Bank of St. Charles First State Bank of St. Charles Employee Stock Ownership Plan · all filings	SAINT CHARLES, MO	Other service providers	172	$10.6M	$5K	$0
First State Bank of St. Charles First State Bank of St. Charles Employee Stock Ownership Plan · all filings	SAINT CHARLES, MO	Other service providers	176	$10.3M	$5K	$0