STRATEGIC 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
34
Active participants
9,992
Total plan assets
$1.1B
Filings (rows)
34
Direct comp
$1.6M
Indirect comp
$14K
Aggregating 5 name variants under "STRATEGIC FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant29
Other5
Top plans served
All 34 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE INDIUM CORPORATION OF AMERICA INDIUM CORPORATION OF AMERICA EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | CLINTON, NY | Advisor / Consultant INVESTMENT ADVISOR | 1,017 | $103.1M | $180K |
| THE INDIUM CORPORATION OF AMERICA INDIUM CORPORATION OF AMERICA EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | CLINTON, NY | Advisor / Consultant INVESTMENT ADVISOR | 1,061 | $96.0M | $158K |
| SLOCUM-DICKSON MEDICAL GROUP, PLLC SLOCUM-DICKSON MEDICAL GROUP, PLLC RETIREMENT PLAN | NEW HARTFORD, NY | Other NONE | 444 | $87.7M | $44K |
| SLOCUM-DICKSON MEDICAL GROUP, PLLC SLOCUM-DICKSON MEDICAL GROUP, PLLC RETIREMENT PLAN | NEW HARTFORD, NY | Other NONE | 413 | $87.1M | $31K |
| THE INDIUM CORPORATION OF AMERICA INDIUM CORPORATION OF AMERICA EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | CLINTON, NY | Advisor / Consultant INVESTMENT ADVISOR | 1,025 | $85.4M | $167K |
| SLOCUM-DICKSON MEDICAL GROUP, PLLC SLOCUM-DICKSON MEDICAL GROUP, PLLC RETIREMENT PLAN | NEW HARTFORD, NY | Other NONE | 483 | $81.4M | $42K |
| MATERIAL SCIENCES CORPORATION MATERIAL SCIENCES CORPORATION SAVINGS AND INVESTMENT PLAN | ELK GROVE VILLAGE, IL | Advisor / Consultant INVESTMENT ADVISOR | 249 | $55.1M | $10K |
| MATERIAL SCIENCES CORPORATION MATERIAL SCIENCES CORPORATION SAVINGS AND INVESTMENT PLAN | ELK GROVE VILLAGE, IL | Advisor / Consultant INVESTMENT ADVISOR | 297 | $52.3M | $38K |
| MATERIAL SCIENCES CORPORATION MATERIAL SCIENCES CORPORATION SAVINGS AND INVESTMENT PLAN | ELK GROVE VILLAGE, IL | Advisor / Consultant INVESTMENT ADVISOR | 290 | $47.3M | $44K |
| CENTRAL NEW YORK CARDIOLOGY, P.C. CENTRAL NEW YORK CARDIOLOGY, P.C. 401(K) SAVINGS PLAN | UTICA, NY | Advisor / Consultant ADVISOR | 127 | $26.6M | $53K |
| CENTRAL NEW YORK CARDIOLOGY, P.C. CENTRAL NEW YORK CARDIOLOGY, P.C. 401(K) SAVINGS PLAN | UTICA, NY | Advisor / Consultant ADVISOR | 130 | $25.7M | $49K |
| UTICA FIRST INSURANCE COMPANY UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN | ORISKANY, NY | Advisor / Consultant INVESTMENT ADVISORY | 135 | $25.3M | $83K |
| NASCENTIA HEALTH, INC. NASCENTIA HEALTH, INC. 401K RETIREMENT PLAN | SYRACUSE, NY | Other SERVICE PROVIDER | 465 | $22.9M | $0 |
| CENTRAL NEW YORK CARDIOLOGY, P.C. CENTRAL NEW YORK CARDIOLOGY, P.C. 401(K) SAVINGS PLAN | UTICA, NY | Advisor / Consultant ADVISOR | 139 | $22.6M | $50K |
| UTICA FIRST INSURANCE COMPANY UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN | ORISKANY, NY | Advisor / Consultant INVESTMENT ADVISORY | 126 | $22.4M | $69K |
| UTICA FIRST INSURANCE COMPANY UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN | ORISKANY, NY | Advisor / Consultant INVESTMENT ADVISORY | 124 | $19.0M | $69K |
| U OF I COMMUNITY CREDIT UNION U OF I COMMUNITY CREDIT UNION 401(K) PLAN | CHAMPAIGN, IL | Advisor / Consultant ADVISOR | 179 | $18.0M | $18K |
| PACEMAKER STEEL AND PIPING COMPANY, INC. PACEMAKER STEEL AND PIPING COMPANY, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN | UTICA, NY | Advisor / Consultant ADVISOR | 288 | $17.2M | $47K |
| ABBE, INC THE ABBE GROUP RETIREMENT PLAN | HIAWATHA, IA | Advisor / Consultant INVESTMENT ADVISOR | 314 | $16.9M | $36K |
| PACEMAKER STEEL AND PIPING COMPANY, INC. PACEMAKER STEEL AND PIPING COMPANY, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN | UTICA, NY | Advisor / Consultant ADVISOR | 236 | $15.8M | $41K |
| U OF I COMMUNITY CREDIT UNION U OF I COMMUNITY CREDIT UNION 401(K) PLAN | CHAMPAIGN, IL | Advisor / Consultant ADVISOR | 144 | $15.4M | $38K |
| ABBE, INC THE ABBE GROUP RETIREMENT PLAN | HIAWATHA, IA | Advisor / Consultant INVESTMENT ADVISOR | 322 | $14.8M | $36K |
| MATT INDUSTRIES, INC. MATT INDUSTRIES, INC. EMPLOYEE RETIREMENT PLAN | SYRACUSE, NY | Advisor / Consultant ADVISOR | 204 | $14.1M | $38K |
| PACEMAKER STEEL AND PIPING COMPANY, INC. PACEMAKER STEEL AND PIPING COMPANY, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN | UTICA, NY | Advisor / Consultant ADVISOR | 243 | $13.4M | $42K |
| AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN | AUGUSTA, GA | Advisor / Consultant ADVISOR | 110 | $13.3M | $12K |
| MATT INDUSTRIES, INC. MATT INDUSTRIES, INC. EMPLOYEE RETIREMENT PLAN | SYRACUSE, NY | Advisor / Consultant ADVISOR | 195 | $12.5M | $34K |
| U OF I COMMUNITY CREDIT UNION U OF I COMMUNITY CREDIT UNION 401(K) PLAN | CHAMPAIGN, IL | Advisor / Consultant ADVISOR | 121 | $11.8M | $36K |
| MATT INDUSTRIES, INC. MATT INDUSTRIES, INC. EMPLOYEE RETIREMENT PLAN | SYRACUSE, NY | Advisor / Consultant ADVISOR | 208 | $11.1M | $36K |
| AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN | AUGUSTA, GA | Advisor / Consultant ADVISOR | 100 | $10.2M | $10K |
| DUTCHESS CARS LLC DUTCHESS CARS LLC 401(K) PROFIT SHARING PLAN & TRUST | POUGHKEEPSIE, NY | Advisor / Consultant ADVISOR | 185 | $8.6M | $8K |
| PATHFINDER VILLAGE, INC. PATHFINDER VILLAGE, INC. DEFERRED ANNUITY PLAN | EDMESTON, NY | Advisor / Consultant INVESTMENT ADVISOR | 220 | $5.3M | $19K |
| PATHFINDER VILLAGE, INC. PATHFINDER VILLAGE, INC. DEFERRED ANNUITY PLAN | EDMESTON, NY | Advisor / Consultant INVESTMENT ADVISOR | 229 | $5.2M | $26K |
| L2 MANAGEMENT LLC DESTINY DENTAL 401(K) PLAN | OAK PARK, IL | Other NONE | 169 | $1.9M | $7K |
| PROCARE AUTOMOTIVE, LLC PROCARE COLLISION 401(K) PLAN | NEW BRAUNFELS, TX | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $11K |