Assurance Advisory

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

3,582

Total plan assets

$645.4M

Filings (rows)

Direct comp

$310K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Corient Services LLC Corient Services LLC 401(k) Plan · all filings	MIAMI, FL	Advisor / Consultant	1,200	$267.2M	$131K	$0
Corient Services LLC Corient Services LLC 401(k) Plan · all filings	MIAMI, FL	Advisor / Consultant	1,472	$226.6M	$95K	$0
CIPW Service Co, LLC CI US Holdings Inc. 401(k) Plan · all filings	MIAMI, FL	Advisor / Consultant	910	$151.6M	$83K	$0