Case Pearlman Retirement ADV

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

419

Total plan assets

$52.8M

Filings (rows)

Direct comp

$62K

Indirect comp

Showing only "CASE PEARLMAN RETIREMENT ADV"

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

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Physicians Primary Care of Southwest Florida, P.L. Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust · all filings	FORT MYERS, FL	Advisor / Consultant	209	$27.2M	$20K	$0
Physicians Primary Care of Southwest Florida, P.L. Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust · all filings	FORT MYERS, FL	Advisor / Consultant	210	$25.6M	$42K	$0