Form 5500 Search

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 / PlanLocationServiceParticipantsAssetsDirect 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
FL PUTNAM — Form 5500 Service Provider Profile | Form 5500 Search