Form 5500 Search

RAYMOND JAMES INVESTMENT MGMT

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
2
Active participants
2,961
Total plan assets
$519.6M
Filings (rows)
2
Direct comp
$111K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES LOCAL 1298 ANNUITY FUND
LABORERS LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES ANNUITY FUND
HEMPSTEAD, NY
Advisor / Consultant
INVESTMENT MANAGER
1,479$269.2M$58K
BOARD OF TRUSTEES LOCAL 1298 ANNUITY FUND
LABORERS LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES ANNUITY FUND
HEMPSTEAD, NY
Advisor / Consultant
INVESTMENT MANAGER
1,482$250.4M$54K