PRO ACCOUNT
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
5
Active participants
971
Total plan assets
$70.4M
Filings (rows)
5
Direct comp
$120K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant5
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CADDICK UTILITIES LLC CADDICK UTILITIES LLC 401K RETIREMENT PLAN | AMBLER, PA | Advisor / Consultant INVESTMENT ADVISORY | 120 | $25.6M | $11K |
| SUNSHINE QUALITY SOLUTIONS, LLC SUNSHINE QUALITY SOLUTIONS 401(K) PLAN | DONALDSONVILLE, LA | Advisor / Consultant INVESTMENT ADVISOR | 277 | $18.5M | $55K |
| NETWRIX CORPORATION NETWRIX CORPORATION 401(K) PROFIT SHARING PLAN | FRISCO, TX | Advisor / Consultant INVESTMENT ADVISORY | 289 | $13.4M | $22K |
| SEQUOIA BEVERAGE COMPANY, A LIMITED PARTNERSHIP DBA BUENO BEVERAGE CO BUENO BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN | VISALIA, CA | Advisor / Consultant INVESTEMENT ADVISORY | 74 | $9.6M | $31K |
| CARE ADVANTAGE, INC. CARE ADVANTAGE, INC. PROFIT SHARING PLAN | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISORY | 211 | $3.2M | $2K |