Form 5500 Search

FRED LOPEZ/ALLEN & CO OF FLORIDA

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
3
Active participants
6,195
Total plan assets
$852.5M
Filings (rows)
3
Direct comp
$113K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
WATSON CLINIC LLP
WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN
LAKELAND, FL
Advisor / Consultant
ADVISOR
2,092$327.8M$34K
WATSON CLINIC LLP
WATSON CLINIC LLP PROFIT SHARING PLAN
LAKELAND, FL
Advisor / Consultant
ADVISOR
2,178$282.5M$38K
WATSON CLINIC LLP
WATSON CLINIC LLP PROFIT SHARING PLAN
LAKELAND, FL
Advisor / Consultant
ADVISOR
1,925$242.1M$40K