NOTE 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
10
Active participants
12,664
Total plan assets
$311.7M
Filings (rows)
10
Direct comp
$257K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant6
Other4
Top plans served
All 10 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM, CA | Other NONE | 11,059 | $205.6M | $14K |
| PERSONAL COMPUTERS, INC. PERSONAL COMPUTERS, INC. | BUFFALO, NY | Advisor / Consultant INVESTMENT ADVISOR | 82 | $31.0M | $50K |
| PERSONAL COMPUTERS, INC. PERSONAL COMPUTERS, INC. | BUFFALO, NY | Advisor / Consultant INVESTMENT ADVISOR | 82 | $22.2M | $50K |
| PERSONAL COMPUTERS, INC. PERSONAL COMPUTERS, INC. | BUFFALO, NY | Advisor / Consultant INVESTMENT ADVISOR | 47 | $18.5M | $50K |
| BOSTON VALLEY TERRA COTTA, LLC BOSTON VALLEY POTTERY 401(K) PLAN | ORCHARD PARK, NY | Other NONE | 106 | $9.1M | $23K |
| BOSTON VALLEY TERRA COTTA, LLC BOSTON VALLEY POTTERY 401(K) PLAN | ORCHARD PARK, NY | Other NONE | 105 | $7.9M | $18K |
| BOSTON VALLEY TERRA COTTA, LLC BOSTON VALLEY POTTERY 401(K) PLAN | ORCHARD PARK, NY | Other NONE | 79 | $6.1M | $20K |
| NATIONAL PROPERTY MANAGEMENT ASSOCIATES, INC. NATIONAL PROPERTY MANAGEMENT ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST | ORCHARD PARK, NY | Advisor / Consultant ADVISOR | 427 | $4.1M | $8K |
| NATIONAL PROPERTY MANAGEMENT ASSOCIATES, INC. NATIONAL PROPERTY MANAGEMENT ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST | ORCHARD PARK, NY | Advisor / Consultant INVESTMENT ADVISORY | 372 | $3.9M | $12K |
| NATIONAL PROPERTY MANAGEMENT A NATIONAL PROPERTY MANAGEMENT A 401(K) PROFIT SHARING PLAN & TRUST | ORCHARD PARK, NY | Advisor / Consultant ADVISOR | 305 | $3.4M | $14K |