Stragegic 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

1,141

Total plan assets

$105.0M

Filings (rows)

Direct comp

$299K

Indirect comp

Aggregating 2 name variants under "STRAGEGIC FINANCIAL"

Click a variant to view it alone

STRAGEGIC FINANCIAL SERVICES4 STRAGEGIC FINANCIAL GROUP1

SERVICES PROVIDED

Advisor / Consultant4

Other service providers1

Plans served

All 5 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Northern Bank & Trust Company Northern Bank and Trust Company 401(k) Plan · all filings	WOBURN, MA	Advisor / Consultant	239	$32.5M	$76K	$0
Northern Bank & Trust Company Northern Bank and Trust Company 401(k) Plan · all filings	WOBURN, MA	Advisor / Consultant	248	$27.9M	$77K	$0
Northern Bank & Trust Company Northern Bank and Trust Company 401(k) Plan · all filings	WOBURN, MA	Advisor / Consultant	243	$22.8M	$65K	$0
Northern Bank & Trust Company Northern Bank and Trust Company 401(k) Plan · all filings	WOBURN, MA	Advisor / Consultant	215	$19.6M	$70K	$0
L2 Management LLC Destiny Dental 401(k) Plan · all filings	OAK PARK, IL	Other service providers	196	$2.2M	$11K	$0