HD VEST ADVISORY SERVICES

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

280

Total plan assets

$28.4M

Filings (rows)

Direct comp

$21K

Indirect comp

Showing only "HD VEST ADVISORY SERVICES"

View all 3 variants aggregated →

HD VEST5 HD VEST ADVISORY SERVICES3 HD VEST INVESTMENT SECURITIES2

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
JPW RIGGERS, INC. JPW RIGGERS, INC. RETIREMENT SAVINGS PLAN	SYRACUSE, NY	Other service providers	105	$10.5M	$7K	$0
JPW RIGGERS, INC. JPW RIGGERS, INC. RETIREMENT SAVINGS PLAN	SYRACUSE, NY	Other service providers