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"

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

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Donovan Marine, Inc. Donovan Marine, Inc. Retirement and Profit Sharing Plan · all filings	HARAHAN, LA	Advisor / Consultant	371	$39.1M	$89K	$0
Donovan Marine, Inc. Donovan Marine, Inc. Retirement and Profit Sharing Plan · all filings	HARAHAN, LA	Advisor / Consultant	422	$36.5M	$80K	$0
Lopez Negrete Communications, Inc. Lopez Negrete Communications, Inc. 401(k) Plan · all filings	HOUSTON, TX	Advisor / Consultant	77	$16.6M	$42K	$0
BUSH Holdings Leasing, Inc. BUSH Truck Leasing Inc. 401(k) Profit Sharing Plan and Trust · all filings	MASON, OH	Advisor / Consultant	447	$3.1M	$4K	$0