Form 5500 Search

CRITERION CAPITAL ADVISORS

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
1
Active participants
342
Total plan assets
$196.0M
Filings (rows)
1
Direct comp
$9K
Indirect comp
$0

SERVICES PROVIDED

Other1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
WALLER LANSDEN DORTCH & DAVIS
WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN
NASHVILLE, TN
Other
NONE
342$196.0M$9K
CRITERION CAPITAL ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search