BDO WEALTH ADVISORS
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
5
Active participants
1,243
Total plan assets
$492.6M
Filings (rows)
5
Direct comp
$108K
Indirect comp
$13K
SERVICES PROVIDED
Advisor / Consultant3
Other2
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| STEPAN COMPANY STEPAN COMPANY TRUST FOR QUALIFIED PLANS | NORTHBROOK, IL | Other NONE | — | $138.0M | $8K |
| STEPAN COMPANY STEPAN COMPANY TRUST FOR QUALIFIED PLANS | NORTHBROOK, IL | Other NONE | — | $136.7M | $10K |
| ADVANCE TRADING, INC. ADVANCE TRADING, INC. 401(K) PLAN AND ESOP | BLOOMINGTON, IL | Advisor / Consultant INVESTMENT ADVISORY | 113 | $88.3M | $43K |
| ADVANCE TRADING, INC. ADVANCE TRADING, INC. 401(K) PLAN AND ESOP | BLOOMINGTON, IL | Advisor / Consultant INVESTMENT ADVISORY | 96 | $85.6M | $40K |
| RAILPROS, INC. RAILPROS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | IRVINE, CA | Advisor / Consultant ADVISOR | 1,034 | $44.0M | $7K |