Congress Asset Mgmt LLP

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

305

Total plan assets

$78.3M

Filings (rows)

Direct comp

$10K

Indirect comp

Showing only "CONGRESS ASSET MGMT LLP"

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 MANAGEMENT COMAPNY1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees Local 475 Pension Plan Local 475 Pension Plan · all filings	PELHAM, NY	Advisor / Consultant	305	$78.3M	$10K	$0