Key Client Fiduciary Advisors

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

1,639

Total plan assets

$102.1M

Filings (rows)

Direct comp

$53K

Indirect comp

$41K

SERVICES PROVIDED

Advisor / Consultant8

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Wayne Tile Co., Inc. Wayne Tile Co., Inc. Profit Sharing Plan · all filings	WAYNE, NJ	Advisor / Consultant	111	$23.8M	$0	$22K
Wayne Tile Co., Inc. Wayne Tile Co., Inc. Profit Sharing Plan · all filings	WAYNE, NJ	Advisor / Consultant	114	$20.9M	$0	$20K
Strategic Funding Source Inc. DBA Kapitus Strategic Funding Source Inc. 401(k) Profit Sharing Plan and Trust · all filings	NEW YORK, NY	Advisor / Consultant	319	$16.4M	$8K	$0
Strategic Funding Source Inc. DBA Kapitus Strategic Funding Source Inc. 401(k) Profit Sharing Plan and Trust · all filings	NEW YORK, NY	Advisor / Consultant	302	$12.3M	$3K	$0
Terracycle, Inc. Terracycle Inc. 401(k) Profit Sharing Plan and Trust · all filings	TRENTON, NJ	Advisor / Consultant	168	$7.9M	$14K	$0
Strategic Funding Source Inc. DBA Kapitus Strategic Funding Source Inc. 401(k) Profit Sharing Plan and Trust · all filings	NEW YORK, NY	Advisor / Consultant	272	$7.7M	$4K	$0
Terracycle, Inc. Terracycle Inc. 401(k) Profit Sharing Plan and Trust · all filings	TRENTON, NJ	Advisor / Consultant	161	$7.2M	$12K	$0
Terracycle, Inc. Terracycle Inc. 401(k) Profit Sharing Plan and Trust · all filings	TRENTON, NJ	Advisor / Consultant	192	$5.9M	$12K	$0