Patriot Financial

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

4,263

Total plan assets

$861.4M

Filings (rows)

Direct comp

$798K

Indirect comp

Showing only "PATRIOT FINANCIAL"

View all 12 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant3

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Iron Workers District Council Phila Vicinity Retirement and Pension Iron Workers Pension Plan · all filings	SPRINGFIELD, NJ	Other service providers	1,532	$443.2M	$599K	$0
Iron Workers District Council Phila Vicinity Retirement and Pension Iron Workers Pension Plan · all filings	SPRINGFIELD, NJ	Other service providers	1,509	$397.7M	$141K	$0
Marrakech, Inc. Marrakech, Inc. 401(k) and Profit Sharing Plan · all filings	WOODBRIDGE, CT	Other service providers	659	$10.6M	$19K	$0
IRA Green Inc. IRA Green Inc. 401 (K) Profit Sharing Plan & Trust · all filings	PROVIDENCE, RI	Advisor / Consultant	204	$3.9M	$14K	$0
IRA Green Inc. IRA Green Inc. 401(k) Profit Sharing Plan & Trust · all filings	PROVIDENCE, RI	Advisor / Consultant	129	$3.1M	$11K	$0
IRA Green Inc. IRA Green Inc. 401(k) Profit Sharing Plan & Trust · all filings	PROVIDENCE, RI	Advisor / Consultant	230	$3.0M	$13K	$0