LOCUST LANE

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

3,622

Total plan assets

$84.1M

Filings (rows)

Direct comp

$269K

Indirect comp

Aggregating 2 name variants under "LOCUST LANE"

LOCUST LANE PARTNERS5 LOCUST LANE WEALTH MANGEMENT1

SERVICES PROVIDED

Advisor / Consultant6

Top plans served

All 6 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CHEROKEE FORD, INC. CHEROKEE FORD, INC. 401(K) RETIREMENT PLAN	ALPHARETTA, GA	Advisor / Consultant ADVISOR	1,569	$29.6M	$84K
CHEROKEE FORD, INC. CHEROKEE FORD, INC. 401(K) RETIREMENT PLAN	ALPHARETTA, GA	Advisor / Consultant ADVISOR	880	$24.2M	$71K
CHEROKEE FORD, INC. CHEROKEE FORD, INC. 401(K) RETIREMENT PLAN