Occidental Asset Mgmt

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

36,385

Total plan assets

$5.2B

Filings (rows)

Direct comp

$25K

Indirect comp

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Brown & Brown, Inc. Brown & Brown, Inc. Employee Savings Plan · all filings	DAYTONA BEACH, FL	Investment manager	12,128	$2.0B	$10K	$0
Brown & Brown, Inc. Brown & Brown, Inc. Employee Savings Plan · all filings	DAYTONA BEACH, FL	Investment manager	12,393	$1.8B	$8K	$0
Brown & Brown, Inc. Brown & Brown, Inc. Employee Savings Plan · all filings	DAYTONA BEACH, FL	Investment manager	11,864	$1.5B	$7K	$0