HD VEST

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

2,185

Total plan assets

$141.7M

Filings (rows)

Direct comp

$169K

Indirect comp

Aggregating 3 name variants under "HD VEST"

Click a variant to view it alone

HD VEST5 HD VEST ADVISORY SERVICES3 HD VEST INVESTMENT SECURITIES2

SERVICES PROVIDED

Other service providers9

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
DOKA USA, Ltd. DOKA USA, Ltd. 401(k) Plan · all filings	KENILWORTH, NJ	Other service providers	535	$34.1M	$14K	$0
DOKA USA, Ltd. DOKA USA, Ltd. 401(k) Plan · all filings	KENILWORTH, NJ	Other service providers	429	$27.3M	$52K	$0
COLT Services, LLC COLT Services, LP 401(k) Profit Sharing Plan · all filings	PASADENA, TX	Other service providers	316	$18.4M	$28K	$0
COLT Services, LP COLT Services, LP 401(k) Profit Sharing Plan · all filings	PASADENA, TX	Other service providers	244	$16.0M	$38K	$0
COLT Services, LP COLT Services, LP 401(k) Profit Sharing Plan · all filings	LA PORTE, TX	Other service providers	254	$14.8M	$11K	$0
JPW Riggers, Inc. JPW Riggers, Inc. Retirement Savings Plan · all filings	SYRACUSE, NY	Other service providers	105	$10.5M	$7K	$0
JPW Riggers, Inc. JPW Riggers, Inc. Retirement Savings Plan · all filings	SYRACUSE, NY	Other service providers	85	$9.4M	$7K	$0
JPW Riggers, Inc. JPW Riggers, Inc. Retirement Savings Plan · all filings	SYRACUSE, NY	Other service providers	90	$8.4M	$7K	$0
Hope Academy, Inc. Hope Academy, Inc. 401(k) Plan · all filings	MINNEAPOLIS, MN	Other service providers	127	$2.6M	$5K	$0