Asset Management Services

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

337

Total plan assets

$21.3M

Filings (rows)

Direct comp

$51K

Indirect comp

Showing only "ASSET MANAGEMENT SERVICES"

View all 6 variants aggregated →

ASSET MANAGEMENT3 ASSET MANAGEMENT SERVICES2 ASSET MANAGEMENT EXCHANGE LIMIT2 ASSET MANAGEMENT EXCHANGE IREL1 ASSET MANAGEMENT GROUP1 ASSET MANAGEMENT AND MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Mark/Trece, Inc. Mark/Trece, Inc. 401(k) Plan · all filings	JOPPA, MD	Advisor / Consultant	171	$11.7M	$25K	$0
Mark/Trece, Inc. Mark/Trece, Inc. 401(k) Plan · all filings	JOPPA, MD	Advisor / Consultant	166	$9.6M	$25K	$0