Old Port Advisors/Tracy Rogers

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

18,762

Total plan assets

$355.0M

Filings (rows)

Direct comp

$10K

Indirect comp

Showing only "OLD PORT ADVISORS/TRACY ROGERS"

View all 2 variants aggregated →

OLD PORT ADVISORS5 OLD PORT ADVISORS/TRACY ROGERS1

SERVICES PROVIDED

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Plan Professionals, LLC Open PEP · all filings	SHREWSBURY, NJ	Investment manager	18,762	$355.0M	$10K	$0