Patriot Financial Manager

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

2,315

Total plan assets

$470.2M

Filings (rows)

Direct comp

$283K

Indirect comp

Showing only "PATRIOT FINANCIAL MANAGER"

View all 12 variants aggregated →

PATRIOT FINANCIAL GROUP32 PATRIOT FINANCIAL PARTNERS10 PATRIOT FINANCIAL8 PATRIOT FINANCIAL GROUP INSURAN8 PATRIOT FINANCIAL MANAGER3 PATRIOT FINANCIAL PARTNERS IV3 PATRIOT FINANCIAL PARTNERS L P3

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Joint Board of Trustees Roofers Local Union 30 Roofers Union Local 30 Combined Pension Fund · all filings	TROY, MI	Other service providers	787	$171.3M	$196K	$0
Joint Board of Trustees Roofers Local Union 30 Roofers Union Local 30 Combined Pension Fund · all filings	TROY, MI	Other service providers	759	$156.9M	$49K	$0
Joint Board of Trustees Roofers Local Union 30 Roofers Union Local 30 Combined Pension Fund · all filings	TROY, MI	Other service providers	769	$141.9M	$38K	$0