Baker Ellis Asset Mgmt

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

329

Total plan assets

$423.1M

Filings (rows)

Direct comp

$35K

Indirect comp

Showing only "BAKER ELLIS ASSET MGMT"

View all 2 variants aggregated →

BAKER ELLIS ASSET MANAGEMENT3 BAKER ELLIS ASSET MGMT2

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Cox, Castle & Nicholson LLP Cox, Castle & Nicholson LLP Retirement Plan · all filings	LOS ANGELES, CA	Investment manager	168	$236.3M	$18K	$0
Cox, Castle & Nicholson LLP Cox, Castle & Nicholson LLP Retirement Plan · all filings	LOS ANGELES, CA	Investment manager	161	$186.8M	$17K	$0