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

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Roderick Group, Inc. Ardmore Roderick 401(k) Plan · all filings	CHICAGO, IL	Other service providers	291	$20.8M	$131K	$0
The Roderick Group, Inc. Ardmore Roderick 401(k) Plan · all filings	CHICAGO, IL	Other service providers	289	$16.3M	$25K	$0