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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Bluewater Constructors, Inc. Bluewater Constructors, Inc. Employee Stock Ownership Plan · all filings	HOUSTON, TX	Advisor / Consultant	78	$30.4M	$20K	$0
Bluewater Constructors, Inc. Bluewater Constructors, Inc. Employee Stock Ownership Plan · all filings	HOUSTON, TX	Advisor / Consultant	92	$28.6M	$18K	$0
Bluewater Constructors, Inc. Bluewater Constructors, Inc. Employee Stock Ownership Plan · all filings	HOUSTON, TX	Advisor / Consultant	99	$21.5M	$18K	$0