CERTIFIED ADVISORY

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

2,292

Total plan assets

$207.6M

Filings (rows)

Direct comp

$396K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant14

Top plans served

All 14 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
ROGERS, LOVELOCK & FRITZ, INC. PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC.	ORLANDO, FL	Advisor / Consultant INVESTMENT ADVISOR	134	$40.7M	$50K
ROGERS, LOVELOCK & FRITZ, INC. PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC.	ORLANDO, FL	Advisor / Consultant INVESTMENT ADVISOR	89	$40.5M	$60K
ROGERS, LOVELOCK & FRITZ, INC.