CASE PEARLMAN 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

315

Total plan assets

$10.8M

Filings (rows)

Direct comp

$17K

Indirect comp

Showing only "CASE PEARLMAN ADVISORS"

View all 5 variants aggregated →

CASE PEARLMAN RETIREMENT PLAN ADVIS12 CASE PEARLMAN RETIREMENT PLAN ADV2 CASE PEARLMAN RETIREMENT ADV2 CASE PEARLMAN ADVISORS1 CASE PEARLMAN RETIREMENT PLAN1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
SUNCOAST BEVERAGE SALES, LLLP SUNCOAST BEVERAGE SALES 401(K) PROFIT SHARING PLAN & TRUST	FORT MYERS, FL	Advisor / Consultant	315	$10.8M	$17K	$0