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

24,257

Total plan assets

$3.2B

Filings (rows)

Direct comp

$14K

Indirect comp

SERVICES PROVIDED

Investment manager2

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Plans served

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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	12,393	$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