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

453

Total plan assets

$28.4M

Filings (rows)

Direct comp

$45K

Indirect comp

Showing only "PATRIOT FINANCIAL GROUP INS"

View all 12 variants aggregated →

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