KOVITZ 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

1,410

Total plan assets

$208.0M

Filings (rows)

Direct comp

$63K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Other1

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
TRUSTEES OF IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401( IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND	LANSING, MI	Other NONE	1,209	$115.9M	$50K
FREEBORN & PETERS LLP FREEBORN & PETERS RETIREMENT PLAN	CHICAGO, IL	Advisor / Consultant INVESTMENT ADVISOR	201	$92.1M	$13K