LOCKBOX

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

317

Total plan assets

$81.2M

Filings (rows)

Direct comp

$97K

Indirect comp

Showing only "LOCKBOX"

View all 3 variants aggregated →

LOCKBOX SAGEVIEW ADVISOR2 LOCKBOX1 LOCKBOX SAGEVIEW ADVISORY GROUP1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION (ASHA) ASHA 401(K) PLAN	ROCKVILLE, MD	Advisor / Consultant	317	$81.2M	$97K	$0