Asset Management

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

547

Total plan assets

$24.8M

Filings (rows)

Direct comp

$59K

Indirect comp

Showing only "ASSET MANAGEMENT"

View all 6 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Spine Team Texas, P.A. Spine Team Texas, PA Profit Sharing 401(k) Plan and Trust · all filings	SOUTHLAKE, TX	Advisor / Consultant	224	$9.9M	$14K	$0
Spine Team Texas, P.A. Spine Team Texas, PA Profit Sharing 401(k) Plan and Trust · all filings	SOUTHLAKE, TX	Advisor / Consultant	199	$7.9M	$20K	$0
Willow Drive Nursery, Inc. Willow Drive Nursery Employee Savings Plan · all filings	EPHRATA, WA	Advisor / Consultant	124	$7.0M	$26K	$0