Commerce Street Investment Manageme

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

720

Total plan assets

$97.2M

Filings (rows)

Direct comp

$106K

Indirect comp

$19K

Showing only "COMMERCE STREET INVESTMENT MANAGEME"

View all 7 variants aggregated →

COMMERCE STREET INVESTMENT ADVISOR21 COMMERCE STREET INVESTMENT ADVISORS10 COMMERCE STREET INVESTMENT MANAGEME5 COMMERCE STREET INV ADV DBA COMMERC3 COMMERCE STREET PEAK ADVISORS3 COMMERCE STREET INVESTMENTS2

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Citizens National Bank of Texas Citizens National Bank of Texas Employee Savings Plan · all filings	WAXAHACHIE, TX	Advisor / Consultant	189	$33.2M	$22K	$166
Citizens National Bank of Texas Citizens National Bank of Texas Employee Savings Plan · all filings	WAXAHACHIE, TX	Advisor / Consultant	189	$28.1M	$23K	$4
Bankprov Bankprov 401(k) Plan · all filings	AMESBURY, MA	Advisor / Consultant	175	$26.1M	$29K	$12
HOLT Lunsford Commerical, Inc. HOLT Lunsford Commerical, Inc. 401(k) Plan · all filings	DALLAS, TX	Advisor / Consultant	167	$9.9M	$0	$19K
Bankprov Bankprov 401(k) Plan · all filings	AMESBURY, MA	Advisor / Consultant	0	$0	$32K	$5