Linsco Private Ledger

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

1,095

Total plan assets

$33.1M

Filings (rows)

Direct comp

$245K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
JOES Stone Crabs, Inc. Joe's Stone Crabs, Inc. Profit Sharing Plan · all filings	MIAMI BEACH, FL	Advisor / Consultant	348	$9.9M	$77K	$0
Joe's Stone Crabs, Inc. Joe's Stone Crabs, Inc. Profit Sharing Plan · all filings	MIAMI BEACH, FL	Advisor / Consultant	360	$9.9M	$73K	$0
Joe's Stone Crabs, Inc. Joe's Stone Crabs, Inc. Profit Sharing Plan · all filings	MIAMI BEACH, FL	Advisor / Consultant	366	$8.9M	$66K	$0
LEVY Realty Advisors, LLC LEVY Realty Advisors, LLC Profit Sharing Plan · all filings	FT LAUDERDALE, FL	Advisor / Consultant	21	$4.4M	$29K	$0