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

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect 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 · all filings	LANSING, MI	Other service providers	1,209	$115.9M	$50K	$0
Freeborn & Peters LLP Freeborn & Peters Retirement Plan · all filings	CHICAGO, IL	Advisor / Consultant	201	$92.1M	$13K	$0