Inverness 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

519

Total plan assets

$38.1M

Filings (rows)

Direct comp

$8K

Indirect comp

$43K

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Wright Tool Company Wright Tool Company Retirement Savings Plan and Trust · all filings	BARBERTON, OH	Advisor / Consultant	142	$10.7M	$0	$25K
Wright Tool Company Wright Tool Company Retirement Savings Plan and Trust · all filings	BARBERTON, OH	Advisor / Consultant	159	$10.3M	$8K	$0
Wright Tool Company Wright Tool Company Retirement Savings Plan and Trust · all filings	BARBERTON, OH	Advisor / Consultant	148	$9.5M	$0	$4K
SC - BCP Acquisition Company, LLC Sokol and Company 401(k) Salary Reduction Plan and Trust · all filings	COUNTRYSIDE, IL	Advisor / Consultant	70	$7.6M	$0	$14K