Coterie Advisory Group

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

119

Total plan assets

Filings (rows)

Direct comp

$12K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Legacy Restaurant Group, LLC Legacy Restaurant Group Employee Benefits Plan · all filings	LENEXA, KS	Advisor / Consultant	119	—	$12K	$0