· 2022–2024 · DOL EFAST2
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CASE PEARLMAN RETIREMENT PLAN 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
2
Active participants
1,671
Total plan assets
$35.6M
Filings (rows)
2
Direct comp
$36K
Indirect comp
$0
Showing only "CASE PEARLMAN RETIREMENT PLAN ADV"
View all 5 variants aggregated →
CASE PEARLMAN RETIREMENT PLAN ADVIS
12
CASE PEARLMAN RETIREMENT PLAN ADV
2
CASE PEARLMAN RETIREMENT ADV
2
CASE PEARLMAN ADVISORS
1
CASE PEARLMAN RETIREMENT PLAN
1
SERVICES PROVIDED
Advisor / Consultant
2
Plans served
All 2 plans
Export CSV
(2)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
HOPE
HOPE HOSPICE AND COMMUNITY SERVICES, INC. 403(B) PLAN
FT MYERS, FL
Advisor / Consultant
876
$24.6M
$24K
$0
HOPE
HOPE HOSPICE AND COMMUNITY SERVICES, INC. RETIREMENT PLAN
FT MYERS, FL
Advisor / Consultant
795
$11.0M
$12K
$0
CASE PEARLMAN RETIREMENT PLAN ADV — Form 5500 Service Provider Profile | Form 5500 Search