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 GROUP30 PATRIOT FINANCIAL PARTNERS9 PATRIOT FINANCIAL GROUP INSURAN7 PATRIOT FINANCIAL6 PATRIOT FINANCIAL PARTNERS IV3 PATRIOT FINANCIAL PARTNERS L P3 PATRIOT FINANCIAL MANAGER3

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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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