· 2022–2024 · DOL EFAST2
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APPLETON PARTNERS
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
2
Active participants
522
Total plan assets
$246.9M
Filings (rows)
2
Direct comp
$15K
Indirect comp
$0
SERVICES PROVIDED
Other
2
Top plans served
All 2 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
PIERCE ATWOOD LLP
PIERCE ATWOOD LLP 401(K) PLAN
PORTLAND, ME
Other
NONE
260
$138.1M
$8K
PIERCE ATWOOD LLP
PIERCE ATWOOD LLP 401(K) PLAN
PORTLAND, ME
Other
NONE
262
$108.9M
$6K
APPLETON PARTNERS — Form 5500 Service Provider Profile | Form 5500 Search
