Congress Asset Co

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

1,102

Total plan assets

$760.0M

Filings (rows)

Direct comp

Indirect comp

Showing only "CONGRESS ASSET CO"

View all 9 variants aggregated →

CONGRESS ASSET MANAGEMENT77 CONGRESS ASSET MGMT CO6 CONGRESS ASSET MANAGEMENT CO6 CONGRESS ASSET MGMT5 CONGRESS ASSET CO3 CONGRESS ASSET MANAGEMENT CO LLP2 CONGRESS ASSET MANGEMENT1

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Stevens & Lee Stevens & Lee Savings Plan · all filings	READING, PA	Other service providers	385	$281.2M	$0	$0
Stevens & Lee Stevens & Lee Savings Plan · all filings	READING, PA	Other service providers	374	$254.3M	$0	$0
Stevens & Lee Stevens & Lee Savings Plan · all filings	READING, PA	Other service providers	343	$224.5M	$0	$0