Claro 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

483

Total plan assets

$48.2M

Filings (rows)

Direct comp

$43K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
REX Lumber Company REX Lumber Company 401(k) Savings & Security Plan · all filings	ACTON, MA	Advisor / Consultant	198	$22.9M	$722	$0
REX Lumber Company REX Lumber Company 401(k) Savings & Security Plan · all filings	ACTON, MA	Advisor / Consultant	196	$19.0M	$35K	$0
Boston DUCK Tours, Limited Partnership Boston DUCK Tours, Limited Partnership 401(k) Plan · all filings	BOSTON, MA	Advisor / Consultant	89	$6.3M	$8K	$0