PORTFOLIO ADVISORY COUNCIL
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
3
Active participants
1,720
Total plan assets
$55.9M
Filings (rows)
3
Direct comp
$127K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| I.A.T.S.E. LOCAL UNION NO 51 I.A.T.S.E. LOCAL UNION NO 51 DEFINED CONTRIBUTION PENSION PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 678 | $20.8M | $27K |
| I.A.T.S.E. LOCAL UNION NO 51 I.A.T.S.E. LOCAL UNION NO 51 DEFINED CONTRIBUTION PENSION PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 644 | $18.7M | $24K |
| I.A.T.S.E. LOCAL UNION NO 51 I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 398 | $16.4M | $76K |