Inwest Retirement

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

360

Total plan assets

$18.6M

Filings (rows)

Direct comp

$4K

Indirect comp

$11K

Showing only "INWEST RETIREMENT"

View all 3 variants aggregated →

INWEST RETIREMENT SOLUTIONS56 INWEST RETIREMENT2 INWEST RETIREMENT SOLUTI1

SERVICES PROVIDED

TPA / Administrator2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
HOLT Lunsford Commerical, Inc. HOLT Lunsford Commerical, Inc. 401(k) Plan · all filings	DALLAS, TX	TPA / Administrator	177	$9.4M	$4K	$3K
HOLT Lunsford Commerical, Inc. HOLT Lunsford Commerical, Inc. 401(k) Plan · all filings	DALLAS, TX	TPA / Administrator	183	$9.2M	$663	$8K