Patriot Financial GRP INS Agenc

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

137

Total plan assets

$1.5M

Filings (rows)

Direct comp

$5K

Indirect comp

Showing only "PATRIOT FINANCIAL GRP INS AGENC"

View all 12 variants aggregated →

PATRIOT FINANCIAL GROUP31 PATRIOT FINANCIAL PARTNERS10 PATRIOT FINANCIAL8 PATRIOT FINANCIAL GROUP INSURAN7 PATRIOT FINANCIAL PARTNERS IV3 PATRIOT FINANCIAL PARTNERS L P3 PATRIOT FINANCIAL MANAGER3

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
March, Inc. of Manchester March, Inc. of Manchester Tax Sheltered Annuity Plan · all filings	MANCHESTER, CT	Advisor / Consultant	137	$1.5M	$5K	$0