AMERICAN PORTFOLIOS FIN 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

341

Total plan assets

$82.0M

Filings (rows)

Direct comp

Indirect comp

$75K

Showing only "AMERICAN PORTFOLIOS FIN SVCS"

View all 10 variants aggregated →

AMERICAN PORTFOLIOS ADVISORS46 AMERICAN PORTFOLIOS FINANCIAL13 AMERICAN PORTFOLIOS FINANCIAL SERVI12 AMERICAN PORTFOLIOS FINANCIAL SVCS10 AMERICAN PORTFOLIOS8 AMERICAN PORTFOLIOS ADVISORS ONE3 AMERICAN PORTFOLIOS FIN SVCS

SERVICES PROVIDED

Broker2

Other service providers1

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN	FAIRFIELD, CT	Broker	111	$30.1M	$0	$30K
HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN	FAIRFIELD, CT	Broker	126