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

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
TERLATO WINE GROUP, LTD. TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN	LAKE BLUFF, IL	Broker SECURITIES BROKER	230	$43.8M	$10K
TERLATO WINE GROUP, LTD. TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN	LAKE BLUFF, IL	Broker SECURITIES BROKER	240	$39.2M	$6K
TERLATO WINE GROUP, LTD.