TRUSTMONT FINANCIAL GROUP
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
6
Active participants
6,279
Total plan assets
$264.4M
Filings (rows)
6
Direct comp
$0
Indirect comp
$419K
SERVICES PROVIDED
Advisor / Consultant3
Broker2
Other1
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MARIETTA MEMORIAL HOSPITAL RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS | MARIETTA, OH | Advisor / Consultant FINANCIAL ADVISOR | 3,386 | $111.1M | $0 |
| MARIETTA HEALTH CARE PHYSICIANS, INC. MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN | MARIETTA, OH | Advisor / Consultant FINANCIAL ADVISOR | 352 | $72.8M | $0 |
| MARIETTA MEMORIAL HOSPITAL MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN | MARIETTA, OH | Advisor / Consultant INVESTMENT ADVISOR | 2,079 | $30.7M | $0 |
| GOODS STORE, INC. GOOD'S STORE, INC. PROFIT SHARING PLAN | NEW HOLLAND, PA | Broker BROKER/ADVISER | 163 | $17.7M | $0 |
| GOODS STORE, INC. GOOD'S STORE, INC. PROFIT SHARING PLAN | NEW HOLLAND, PA | Broker BROKER/ADVISER | 163 | $16.6M | $0 |
| GOODS STORE, INC. GOOD'S STORE, INC. PROFIT SHARING PLAN | NEW HOLLAND, PA | Other SHAREHOLDER SVC PROV | 136 | $15.4M | $0 |