COUNSEL TRUST
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
7
Active participants
3,443
Total plan assets
$189.4M
Filings (rows)
7
Direct comp
$33K
Indirect comp
$4K
SERVICES PROVIDED
Other6
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| COUNSEL LARGE CAP CORE FB-SB | 3 |
| COUNSEL QUANT SM CAP GROWTH FD EB | 3 |
| COUNSEL DIVIDEND INCOME FUND EB | 2 |
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FIDUCIARY WISE, LLC PREFERRED EMPLOYER PLAN II | GILBERT, AZ | Other | 1,513 | $75.8M | — |
| FIDUCIARY WISE, LLC SDM RETIREMENT PLAN | GILBERT, AZ | Other SERVICE PROVIDER | 872 | $40.8M | $14K |
| FIDUCIARY WISE, LLC SDM RETIREMENT PLAN | GILBERT, AZ | Other SERVICE PROVIDER | 752 | $33.3M | $5K |
| FIDUCIARY WISE, LLC FBO JESSE ENGINEERING COMPANY EKSTRA 401(K) PLAN FBO JESSE ENGINEERING COMPANY | GILBERT, AZ | Advisor / Consultant ADVISOR | 80 | $15.0M | $1K |
| C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | YORK, PA | Other NONE | 69 | $9.0M | $5K |
| C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | YORK, PA | Other NONE | 78 | $7.9M | $4K |
| C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | YORK, PA | Other NONE | 79 | $7.7M | $4K |