NEWEDGE ADVISORS
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
29
Active participants
29,544
Total plan assets
$5.9B
Filings (rows)
29
Direct comp
$516K
Indirect comp
$111K
Aggregating 2 name variants under "NEWEDGE ADVISORS"
SERVICES PROVIDED
Advisor / Consultant18
Other11
Top plans served
All 29 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BROWN & BROWN, INC. BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN | DAYTONA BEACH, FL | Other NONE | 12,393 | $1.8B | $5K |
| PITNEY BOWES INC. PITNEY BOWES INC. 401(K) PLAN | STAMFORD, CT | Other NONE | 5,862 | $1.7B | $7K |
| BUCHANAN INGERSOLL & ROONEY PC BUCHANAN INGERSOLL & ROONEY PC RETIREMENT SAVINGS PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 780 | $386.9M | $5K |
| PHELPS DUNBAR, LLP PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN | NEW ORLEANS, LA | Advisor / Consultant ADVISOR | 727 | $294.9M | $34K |
| NUSTAR SERVICES COMPANY LLC NUSTAR THRIFT PLAN | SAN ANTONIO, TX | Other NONE | 1,138 | $274.8M | $21K |
| ADAMS AND REESE LLP ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST | NEW ORLEANS, LA | Other NONE | 384 | $261.5M | $23K |
| PHELPS DUNBAR, LLP PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN | NEW ORLEANS, LA | Advisor / Consultant ADVISOR | 634 | $258.9M | $13K |
| ADAMS AND REESE LLP ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST | NEW ORLEANS, LA | Other NONE | 343 | $231.5M | $21K |
| ADAMS AND REESE LLP ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST | NEW ORLEANS, LA | Other NONE | 339 | $212.9M | $25K |
| ORIENTAL BANK THE ORIENTAL BANK CODA PROFIT SHARING PLAN | SAN JUAN, PR | Other INVESTMENT FIDUCIARY SVC | 2,088 | $110.5M | $118K |
| STONE PIGMAN WALTHER WITTMANN L.L.C STONE PIGMAN WALTHER WITTMANN L.L.C. 401(K) AND PROFIT SHARING PLAN | NEW ORLEANS, LA | Other NONE | 98 | $91.0M | $5K |
| A. J. ROSE MANUFACTURING CO. A.J. ROSE RETIREMENT AND 401(K) PLAN FOR NON-UNION EMPLOYEES | AVON, OH | Advisor / Consultant INVESTMENT ADVISORY | 135 | $32.0M | $0 |
| HARVEY GULF INTERNATIONAL MARINE, LLC HARVEY GULF INTERNATIONAL MARINE 401(K) PLAN | NEW ORLEANS, LA | Advisor / Consultant ADVISOR | 662 | $30.7M | $69K |
| JIM BURKE FORD JIM BURKE FORD 401(K) PLAN | BAKERSFIELD, CA | Advisor / Consultant INVESTMENT ADVISOR | 290 | $28.8M | $25K |
| A. J. ROSE MANUFACTURING CO. A.J. ROSE RETIREMENT AND 401(K) PLAN FOR NON-UNION EMPLOYEES | AVON, OH | Advisor / Consultant INVESTMENT ADVISORY | 129 | $27.9M | $0 |
| HARVEY GULF INTERNATIONAL MARINE, LLC HARVEY GULF INTERNATIONAL MARINE 401(K) PLAN | NEW ORLEANS, LA | Advisor / Consultant ADVISOR | 604 | $26.9M | $55K |
| JIM BURKE FORD JIM BURKE FORD 401(K) PLAN | BAKERSFIELD, CA | Advisor / Consultant INVESTMENT ADVISOR | 284 | $24.3M | $21K |
| JIM BURKE FORD JIM BURKE FORD 401(K) PLAN | BAKERSFIELD, CA | Advisor / Consultant INVESTMENT ADVISOR | 254 | $20.7M | $3K |
| A.J. ROSE MANUFACTURING CO. A.J. ROSE MFG. CO. 401(K) PLAN FOR UNION EMPLOYEES | AVON, OH | Advisor / Consultant INVESTMENT ADVISORY | 265 | $19.1M | $0 |
| A.J. ROSE MANUFACTURING CO. A.J. ROSE MFG. CO. 401(K) PLAN FOR UNION EMPLOYEES | AVON, OH | Advisor / Consultant INVESTMENT ADVISORY | 249 | $17.8M | $0 |
| OKLAHOMA ARTHRITIS CENTER P.C. OAC 401(K) AND PROFIT SHARING PLAN | EDMOND, OK | Advisor / Consultant ADVISOR | 220 | $16.4M | $0 |
| QUALITY CONSTRUCTION & PRODUCTION, LLC QUALITY COMPANIES 401K PLAN | YOUNGSVILLE, LA | Other SERVICE PROVIDER | 617 | $7.3M | $0 |
| D & S MARINE SERVICE, LLC D & S MARINE SERVICE, LLC 401(K) PLAN | GRAY, LA | Other SERVICE PROVIDER | 158 | $7.1M | $0 |
| LEE & CATES GLASS, INC. LEE & CATES GLASS, INC. 401(K) PLAN | JACKSONVILLE, FL | Advisor / Consultant RIA | 145 | $7.0M | $24K |
| LEE & CATES GLASS, INC. LEE & CATES GLASS, INC. 401(K) PLAN | JACKSONVILLE, FL | Advisor / Consultant RIA | 117 | $6.8M | $2K |
| COASTAL HOSPITALITY ASSOCIATES, LLC COASTAL HOSPITALITY ASSOCIATES, LLC 401(K) PLAN | VIRGINIA BEACH, VA | Advisor / Consultant REG INVESTMENT ADVISOR | 163 | $5.3M | $2K |
| COASTAL HOSPITALITY ASSOCIATES, LLC COASTAL HOSPITALITY ASSOCIATES, LLC 401(K) PLAN | VIRGINIA BEACH, VA | Advisor / Consultant REG INVESTMENT ADVISOR | 204 | $4.6M | $21K |
| COASTAL HOSPITALITY ASSOCIATES, LLC COASTAL HOSPITALITY ASSOCIATES, LLC 401(K) PLAN | VIRGINIA BEACH, VA | Advisor / Consultant REG INVESTMENT ADVISOR | 194 | $3.7M | $17K |
| TERREBONNE ARC TARC 403B RETIREMENT PLAN | HOUMA, LA | Other SERVICE PROVIDER | 68 | $3.6M | $0 |