DANIEL HOLDT
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
138
Total plan assets
$7.1M
Filings (rows)
1
Direct comp
$0
Indirect comp
$338
SERVICES PROVIDED
Advisor / Consultant1
Top plans served
All 1 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JAMES ALEXANDER CORPORATION JAMES ALEXANDER CORPORATION RETIREMENT PLAN | BLAIRSTOWN, NJ | Advisor / Consultant BROKER/ADVISOR | 138 | $7.1M | $0 |