OSAIC ADVISORY SERVICES
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
17
Active participants
4,964
Total plan assets
$1.8B
Filings (rows)
17
Direct comp
$385K
Indirect comp
$8
SERVICES PROVIDED
Advisor / Consultant16
Other1
Top plans served
All 17 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ARNOLD & PORTER KAYE SCHOLER LLP ARNOLD & PORTER PROFIT-SHARING AND 401(K) PLAN AND TRUST | WASHINGTON, DC | Other NONE | 1,788 | $1.6B | $16K |
| BERGER SINGERMAN, LLP BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN | FORT LAUDERDALE, FL | Advisor / Consultant RIA | 159 | $68.8M | $74K |
| STAMBAUGH NESS, INC. STAMBAUGH NESS 401(K) PLAN | YORK, PA | Advisor / Consultant INVESTMENT ADVISORY | 178 | $32.2M | $13K |
| U.S. HOLDINGS, INC. U.S. HOLDINGS, INC. ET AL 401(K) PLAN | HIALEAH, FL | Advisor / Consultant INVESTMENT ADVISOR | 203 | $19.8M | $46K |
| U.S. HOLDINGS, INC. U.S. HOLDINGS, INC. ET AL 401(K) PLAN | HIALEAH, FL | Advisor / Consultant INVESTMENT ADVISOR | 209 | $17.5M | $32K |
| NORTH AMERICAN RESCUE, LLC NORTH AMERICAN RESCUE, LLC 401(K) RETIREMENT PLAN | GREER, SC | Advisor / Consultant INVESTMENT ADVISOR | 165 | $14.3M | $34K |
| BCI BURKE COMPANY, LLC BCI BURKE COMPANY, LLC 401(K) & PROFIT SHARING PLAN | FOND DU LAC, WI | Advisor / Consultant ADVISOR | 264 | $13.8M | $33K |
| LEBANON VALLEY BRETHREN HOME RETIREMENT PLAN OF LEBANON VALLEY BRETHREN HOME | PALMYRA, PA | Advisor / Consultant INVESTMENT ADVISORY | 231 | $13.2M | $7K |
| TOUCH OF COLOR FLOORING, INC. TOUCH OF COLOR FLOORING, INC. 401(K) PLAN | HARRISBURG, PA | Advisor / Consultant INVESTMENT ADVISORY | 171 | $6.7M | $6K |
| BLUEGRASS NATURAL RESOURCES, LLC BLUEGRASS NATURAL RESOURCES, LLC 401(K) PLAN | DOWNERS GROVE, IL | Advisor / Consultant INVESTMENT ADVISOR | 366 | $6.5M | $33K |
| BLUEGRASS NATURAL RESOURCES, LLC BLUEGRASS NATURAL RESOURCES, LLC 401(K) PLAN | KNOXVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 297 | $5.4M | $23K |
| CHAPMAN PARTNERSHIP CHAPMAN PARTNERSHIP EMPLOYEE SAVINGS PLAN | MIAMI, FL | Advisor / Consultant RIA | 130 | $4.8M | $16K |
| MATSUO INDUSTRIES USA, INC. 401(K) PLAN FOR EMPLOYEES OF MATSUO INDUSTRIES USA, INC. | JEFFERSON CITY, TN | Advisor / Consultant INVESTMENT ADVISOR | 130 | $4.6M | $18K |
| ELK VALLEY RANCHERIA ELK VALLEY RANCHERIA 401(K) PROFIT SHARING PLAN & TRUST | CRESCENT CITY, CA | Advisor / Consultant ADVISOR | 198 | $4.4M | $5K |
| GREENEVILLE OIL & PETROLEUM, INC. GREENEVILLE OIL & PETROLEUM, INC. 401(K) PROFIT SHARING PLAN | GREENEVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 159 | $4.4M | $13K |
| GREENEVILLE OIL & PETROLEUM, INC. GREENEVILLE OIL & PETROLEUM, INC. 401(K) PROFIT SHARING PLAN | GREENEVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 166 | $3.9M | $11K |
| TOPS SOFTWARE OF FLORIDA, LLC D/B/A ENUMERATE ENUMERATE 401(K) PROFIT SHARING PLAN AND TRUST | KNOXVILLE, TN | Advisor / Consultant RIA | 150 | $2.0M | $2K |