· 2022–2024 · DOL EFAST2
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CONCURRENT INVESTEMENT 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
1
Active participants
273
Total plan assets
$39.8M
Filings (rows)
1
Direct comp
$0
Indirect comp
$74K
SERVICES PROVIDED
Advisor / Consultant
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
TRECORA LLC
TRECORA LLC 401(K) PLAN
THE WOODLANDS, TX
Advisor / Consultant
INVESTMENT ADVISORY
273
$39.8M
$0
CONCURRENT INVESTEMENT ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search
