American Portfolio Financial SVCS

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

966

Total plan assets

$113.5M

Filings (rows)

Direct comp

Indirect comp

$123K

Showing only "AMERICAN PORTFOLIO FINANCIAL SVCS"

View all 13 variants aggregated →

AMERICAN PORTFOLIOS ADVISORS46 AMERICAN PORTFOLIOS FINANCIAL13 AMERICAN PORTFOLIOS FINANCIAL SERVI12 AMERICAN PORTFOLIOS FINANCIAL SVCS10 AMERICAN PORTFOLIOS8 AMERICAN PORTFOLIO ADVISORS7 AMERICAN PORTFOLIOS FIN SVCS

SERVICES PROVIDED

Broker3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
LGE Community Credit Union LGE Community Credit Union 401(k) Plan and Trust · all filings	ATLANTA, GA	Broker	339	$41.6M	$0	$61K
LGE Community Credit Union LGE Community Credit Union 401(k) Plan and Trust · all filings	ATLANTA, GA	Broker	346	$38.5M	$0	$0
LGE Community Credit Union LGE Community Credit Union 401(k) Plan and Trust · all filings	MARIETTA, GA	Broker	281	$33.3M	$0	$63K