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

Active participants

1,243

Total plan assets

$492.6M

Filings (rows)

Direct comp

$108K

Indirect comp

$13K

SERVICES PROVIDED

Advisor / Consultant3

Investment manager2

Prospecting the plans that use BDO Wealth Advisors?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 5 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Stepan Company Stepan Company Trust for Qualified Plans · all filings	NORTHBROOK, IL	Investment manager	—	$138.0M	$8K	$0
Stepan Company Stepan Company Trust for Qualified Plans · all filings	NORTHBROOK, IL	Investment manager	—	$136.7M	$10K	$0
Advance Trading, Inc. Advance Trading, Inc. 401(k) Plan and ESOP · all filings	BLOOMINGTON, IL	Advisor / Consultant	113	$88.3M	$43K	$13K
Advance Trading, Inc. Advance Trading, Inc. 401(k) Plan and ESOP · all filings	BLOOMINGTON, IL	Advisor / Consultant	96	$85.6M	$40K	$5
Railpros, Inc. Railpros, Inc. 401(k) Profit Sharing Plan and Trust · all filings	IRVINE, CA	Advisor / Consultant	1,034	$44.0M	$7K	$0