SUNDVOLD 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
12
Active participants
5,198
Total plan assets
$448.3M
Filings (rows)
12
Direct comp
$665K
Indirect comp
$74K
SERVICES PROVIDED
Other6
Advisor / Consultant6
Top plans served
All 12 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MIDWAY ARMS, INC. MIDWAY ARMS, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA, MO | Other INVESTMENT/FINANCIAL ADVI | 298 | $48.3M | $22K |
| THE DURHAM CO. THE DURHAM COMPANY RETIREMENT SAVINGS PLAN | LEBANON, MO | Other OTHER SERVICES | 862 | $44.2M | $0 |
| MIDWAY ARMS, INC. MIDWAY ARMS, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA, MO | Other INVESTMENT/FINANCIAL ADVI | 316 | $44.1M | $22K |
| MISSOURI FARM BUREAU FEDERATION MISSOURI FARM BUREAU SAVINGS PLAN AND TRUST | JEFFERSON CITY, MO | Advisor / Consultant INVESTMENT CONSULTANT | 553 | $42.4M | $126K |
| THE DURHAM CO. THE DURHAM COMPANY RETIREMENT SAVINGS PLAN | LEBANON, MO | Other OTHER SERVICES | 691 | $41.2M | $0 |
| THE DURHAM CO. THE DURHAM COMPANY RETIREMENT SAVINGS PLAN | LEBANON, MO | Other OTHER SERVICES | 674 | $38.4M | $0 |
| MIDWAY ARMS, INC. MIDWAY ARMS, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA, MO | Other INVESTMENT/FINANCIAL ADVI | 378 | $37.3M | $22K |
| MISSOURI FARM BUREAU FEDERATION MISSOURI FARM BUREAU SAVINGS PLAN AND TRUST | JEFFERSON CITY, MO | Advisor / Consultant INVESTMENT CONSULTANT | 545 | $36.9M | $108K |
| MISSOURI FARM BUREAU FEDERATION MISSOURI FARM BUREAU SAVINGS PLAN AND TRUST | JEFFERSON CITY, MO | Advisor / Consultant INVESTMENT CONSULTANT | 517 | $31.0M | $105K |
| MISSOURI FARM BUREAU INSURANCE BROKERAGE, INC. MISSOURI FARM BUREAU INSURANCE BROKERAGE AGENTS' RETIREMENT PLAN AND TRUST | JEFFERSON CITY, MO | Advisor / Consultant INVESTMENT CONSULTANT | 114 | $30.8M | $95K |
| MISSOURI FARM BUREAU INSURANCE BROKERAGE, INC. MISSOURI FARM BUREAU INSURANCE BROKERAGE AGENTS' RETIREMENT PLAN AND TRUST | JEFFERSON CITY, MO | Advisor / Consultant INVESTMENT CONSULTANT | 126 | $27.9M | $83K |
| MISSOURI FARM BUREAU INSURANCE BROKERAGE, INC. MISSOURI FARM BUREAU INSURANCE BROKERAGE AGENTS' RETIREMENT PLAN AND TRUST | JEFFERSON CITY, MO | Advisor / Consultant INVESTMENT CONSULTANT | 124 | $25.9M | $84K |