FL PUTNAM
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
4
Active participants
230
Total plan assets
$102.6M
Filings (rows)
4
Direct comp
$91K
Indirect comp
$0
Aggregating 2 name variants under "FL PUTNAM"
SERVICES PROVIDED
Other4
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LIPSITZ GREEN SCIME CAMBRIA, LLP LIPSITZ GREEN SCIME CAMBRIA, LLP 401(K) PLAN | BUFFALO, NY | Other INVESTMENT/FINANCIAL ADVI | 129 | $81.4M | $17K |
| ROMAN CATHOLIC BISHOP OF PORTLAND ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST | PORTLAND, ME | Other NONE | 32 | $7.9M | $26K |
| ROMAN CATHOLIC BISHOP OF PORTLAND ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST | PORTLAND, ME | Other NONE | 31 | $7.2M | $26K |
| ROMAN CATHOLIC BISHOP OF PORTLAND ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST | PORTLAND, ME | Other NONE | 38 | $6.2M | $22K |
