Fortis 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

Active participants

683

Total plan assets

$117.2M

Filings (rows)

Direct comp

$22K

Indirect comp

SERVICES PROVIDED

Broker3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Terlato Wine Group, Ltd. Terlato Wine Group, Ltd. Savings and Retirement Plan · all filings	LAKE BLUFF, IL	Broker	230	$43.8M	$10K	$0
Terlato Wine Group, Ltd. Terlato Wine Group, Ltd. Savings and Retirement Plan · all filings	LAKE BLUFF, IL	Broker	240	$39.2M	$6K	$0
Terlato Wine Group, Ltd. Terlato Wine Group, Ltd. Savings and Retirement Plan · all filings	BANNOCKBURN, IL	Broker	213	$34.2M	$6K	$0