GRP FINANCIAL RE ROBERT J B KOTL

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

444

Total plan assets

$88.3M

Filings (rows)

Direct comp

$50K

Indirect comp

Showing only "GRP FINANCIAL RE ROBERT J B KOTL"

View all 5 variants aggregated →

GRP FINANCIAL26 GRP FINANCIAL ROBERT KOTLER3 GRP FINANCIAL RE ROBERT2 GRP FINANCIAL RE ROBERT J B KOTLER1 GRP FINANCIAL RE ROBERT J B KOTL1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
UPL NA INC. UPL NA INC. 401(K) PLAN	DURHAM, NC	Advisor / Consultant	444	$88.3M	$50K	$0