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
3
Active participants
3,582
Total plan assets
$645.4M
Filings (rows)
3
Direct comp
$310K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CORIENT SERVICES LLC CORIENT SERVICES LLC 401(K) PLAN | MIAMI, FL | Advisor / Consultant ADVISOR | 1,200 | $267.2M | $131K |
| CORIENT SERVICES LLC CORIENT SERVICES LLC 401(K) PLAN | MIAMI, FL | Advisor / Consultant ADVISOR | 1,472 | $226.6M | $95K |
| CIPW SERVICE CO, LLC CI US HOLDINGS INC. 401(K) PLAN | MIAMI, FL | Advisor / Consultant ADVISOR | 910 | $151.6M | $83K |