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

902

Total plan assets

$72.5M

Filings (rows)

Direct comp

$223K

Indirect comp

Aggregating 2 name variants under "STRAGEGIC FINANCIAL"

Click a variant to view it alone

STRAGEGIC FINANCIAL SERVICES3 STRAGEGIC FINANCIAL GROUP1

SERVICES PROVIDED

Advisor / Consultant3

Other service providers1

Plans served

All 4 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
NORTHERN BANK & TRUST COMPANY NORTHERN BANK AND TRUST COMPANY 401(K) PLAN	WOBURN, MA	Advisor / Consultant	248	$27.9M	$77K	$0
NORTHERN BANK & TRUST COMPANY NORTHERN BANK AND TRUST COMPANY 401(K) PLAN	WOBURN, MA