OUTLOOK FINANCIAL GROUP

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

269

Total plan assets

$80.4M

Filings (rows)

Direct comp

$56K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BLUEWATER CONSTRUCTORS, INC. BLUEWATER CONSTRUCTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN	HOUSTON, TX	Advisor / Consultant ADVISOR	78	$30.4M	$20K
BLUEWATER CONSTRUCTORS, INC. BLUEWATER CONSTRUCTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN	HOUSTON, TX	Advisor / Consultant ADVISOR	92	$28.6M	$18K
BLUEWATER CONSTRUCTORS, INC.