RISE STRATEGY GROUP
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
0
Total plan assets
$9.9B
Filings (rows)
2
Direct comp
$18K
Indirect comp
$0
SERVICES PROVIDED
Other2
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS INC ULLICO INFRASTRUCTURE TAX EXEMPT FUND LP | SILVER SPRING, MD | Other | — | $5.3B | $8K |
| ULLICO INVESTMENT ADVISORS INC ULLICO INFRASTRUCTURE TAX EXEMPT FUND LP | SILVER SPRING, MD | Other | — | $4.6B | $10K |