Patriot Financial Group INS

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

705

Total plan assets

$45.9M

Filings (rows)

Direct comp

$85K

Indirect comp

Showing only "PATRIOT FINANCIAL GROUP INS"

View all 12 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Preservation Society of Newport County The Preservation Society of Newport County Retirement Savings Plan · all filings	NEWPORT, RI	Advisor / Consultant	252	$17.5M	$40K	$0
The Preservation Society of Newport County The Preservation Society of Newport County Retirement Savings Plan · all filings	NEWPORT, RI	Advisor / Consultant	237	$15.1M	$23K	$0
The Preservation Society of Newport County The PRES. SOC. of Newport CTY. RET. Savings PL. · all filings	NEWPORT, RI	Advisor / Consultant	216	$13.3M	$21K	$0