Congress Asset Management Comapny

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

778

Total plan assets

$214.1M

Filings (rows)

Direct comp

$71K

Indirect comp

Showing only "CONGRESS ASSET MANAGEMENT COMAPNY"

View all 9 variants aggregated →

CONGRESS ASSET MANAGEMENT71 CONGRESS ASSET MANAGEMENT CO6 CONGRESS ASSET MGMT CO6 CONGRESS ASSET MGMT5 CONGRESS ASSET CO3 CONGRESS ASSET MANAGEMENT CO LLP2 CONGRESS ASSET MANGEMENT1

SERVICES PROVIDED

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees I.U.O.E. Annuity Local 137 137A 137B 137C 137R I.U.O.E. Annuity Fund Local 137,137A,137B,137C, and 137R · all filings	BRIARCLIFF MANOR, NY	Investment manager	778	$214.1M	$71K	$0