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 FIN SVCS3 AMERICAN PORTFOLIOS ADVISORS ONE

SERVICES PROVIDED

Broker2

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Herbert J SIMS & Co. Inc. Herbert J SIMS 401(k) Plan · all filings	FAIRFIELD, CT	Broker	111	$30.1M	$0	$30K
Herbert J SIMS & Co. Inc. Herbert J SIMS 401(k) Plan · all filings	FAIRFIELD, CT	Broker	126	$28.5M	$0	$31K
Herbert J. SIMS & Co., Inc. Herbert J. SIMS & Co. , Inc. · all filings	FAIRFIELD, CT	Other service providers	104	$23.4M	$0	$14K