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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
COLT Services, LP COLT Services, LP 401(k) Profit Sharing Plan · all filings	PASADENA, TX	Other service providers	244	$16.0M	$16K	$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