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

Active participants

1,720

Total plan assets

$55.9M

Filings (rows)

Direct comp

$127K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
I.A.T.S.E. Local Union No 51 I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan · all filings	HOUSTON, TX	Advisor / Consultant	678	$20.8M	$27K	$0
I.A.T.S.E. Local Union No 51 I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan · all filings	HOUSTON, TX	Advisor / Consultant	644	$18.7M	$24K	$0
I.A.T.S.E. Local Union No 51 I.A.T.S.E. Local Union No. 51 Defined Contribution Pension Plan · all filings	HOUSTON, TX	Advisor / Consultant	398	$16.4M	$76K	$0