BKS FINANCIAL INVESTMENTS DBA

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

1,317

Total plan assets

$95.3M

Filings (rows)

Direct comp

$214K

Indirect comp

Showing only "BKS FINANCIAL INVESTMENTS DBA"

View all 4 variants aggregated →

BKS FINANCIAL INVESTMENTS66 BKS FINANCIAL INVESTMENTS DBA B11 BKS FINANCIAL INVESTMENTS DBA4 BKS FINANCIAL STATEMENTS1

SERVICES PROVIDED

Advisor / Consultant4

Plans served

All 4 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
DONOVAN MARINE, INC. DONOVAN MARINE, INC. RETIREMENT AND PROFIT SHARING PLAN	HARAHAN, LA	Advisor / Consultant	371	$39.1M	$89K	$0
DONOVAN MARINE, INC. DONOVAN MARINE, INC. RETIREMENT AND PROFIT SHARING PLAN