HD VEST INVESTMENT SECURITIES

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

498

Total plan assets

$30.9M

Filings (rows)

Direct comp

$27K

Indirect comp

Showing only "HD VEST INVESTMENT SECURITIES"

View all 3 variants aggregated →

HD VEST5 HD VEST ADVISORY SERVICES3 HD VEST INVESTMENT SECURITIES2

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
COLT SERVICES, LP COLT SERVICES, LP 401(K) PROFIT SHARING PLAN	PASADENA, TX	Other service providers	244	$16.0M	$16K	$0
COLT SERVICES, LP COLT SERVICES, LP 401(K) PROFIT SHARING PLAN	LA PORTE, TX	Other service providers	254