Patriot Financial Group INS AG

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

588

Total plan assets

$14.2M

Filings (rows)

Direct comp

$25K

Indirect comp

Showing only "PATRIOT FINANCIAL GROUP INS AG"

View all 12 variants aggregated →

PATRIOT FINANCIAL GROUP32 PATRIOT FINANCIAL PARTNERS10 PATRIOT FINANCIAL8 PATRIOT FINANCIAL GROUP INSURAN8 PATRIOT FINANCIAL GROUP INS3 PATRIOT FINANCIAL MANAGER3 PATRIOT FINANCIAL PARTNERS IV3

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Calise & Sons Bakery, Inc. Calise & Sons Bakery, Inc. Profit Sharing Plan · all filings	LINCOLN, RI	Advisor / Consultant	289	$7.4M	$13K	$0
Calise & Sons Bakery, Inc. Calise & Sons Bakery, Inc. Profit Sharing Plan · all filings	LINCOLN, RI	Advisor / Consultant	299	$6.8M	$11K	$0