CAPITAL MARKETS IQ
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
6
Active participants
670
Total plan assets
$36.0M
Filings (rows)
6
Direct comp
$198K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant6
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PROFESSIONAL HEALTH CARE OF PI PROFESSIONAL HEALTH CARE OF PI 401(K) PROFIT SHARING PLAN & TRUST | ST PETERSBURG, FL | Advisor / Consultant ADVISOR | 137 | $8.0M | $58K |
| INTRATEK COMPUTER, INC. INTRATEK COMPUTER, INC 401(K) PROFIT SHARING PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 108 | $6.4M | $23K |
| PROFESSIONAL HEALTH CARE OF PI PROFESSIONAL HEALTH CARE OF PI 401(K) PROFIT SHARING PLAN & TRUST | ST PETERSBURG, FL | Advisor / Consultant ADVISOR | 133 | $6.4M | $39K |
| INTRATEK COMPUTER, INC. INTRATEK COMPUTER, INC 401(K) PROFIT SHARING PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 91 | $5.7M | $20K |
| PROFESSIONAL HEALTH CARE OF PI PROFESSIONAL HEALTH CARE OF PI 401(K) PROFIT SHARING PLAN & TRUST | ST PETERSBURG, FL | Advisor / Consultant ADVISOR | 119 | $5.0M | $37K |
| INTRATEK COMPUTER, INC. INTRATEK COMPUTER, INC 401(K) PROFIT SHARING PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 82 | $4.6M | $20K |