LEXUS WEALTH MANAGEMENT

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

580

Total plan assets

$37.1M

Filings (rows)

Direct comp

$156K

Indirect comp

SERVICES PROVIDED

Other2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
THE RODERICK GROUP, INC. ARDMORE RODERICK 401(K) PLAN	CHICAGO, IL	Other NONE	291	$20.8M	$131K
THE RODERICK GROUP, INC. ARDMORE RODERICK 401(K) PLAN	CHICAGO, IL	Other NONE	289	$16.3M	$25K