SECURE ASSET MANAGEMENT
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
22
Active participants
11,025
Total plan assets
$550.2M
Filings (rows)
34
Direct comp
$1.8M
Indirect comp
$18K
SERVICES PROVIDED
Advisor / Consultant16
Other6
Top plans served
Showing top 34 of 22 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,334 | $110.9M | $57K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,334 | $110.9M | $247K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,334 | $110.9M | $150K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,334 | $110.9M | $20K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,334 | $110.9M | $15K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,081 | $89.7M | $10K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,081 | $89.7M | $178K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,081 | $89.7M | $120K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,081 | $89.7M | $20K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,081 | $89.7M | $50K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 1,954 | $69.6M | $50K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 1,954 | $69.6M | $105K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 1,954 | $69.6M | $10K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 1,954 | $69.6M | $164K |
| VICTORY AUTOMOTIVE GROUP VICTORY AUTOMOTIVE GROUP 401(K) PLAN | CANTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 1,954 | $69.6M | $20K |
| JOINT BOARD OF TRUSTEES DETROIT BREWERS AND DISTRIBUTORS 401(K) PLAN AND TRUST AGREEMENT | ROCHESTER, MI | Advisor / Consultant RIA | 452 | $40.5M | $38K |
| JOINT BOARD OF TRUSTEES DETROIT BREWERS AND DISTRIBUTORS 401(K) PLAN AND TRUST AGREEMENT | ROCHESTER, MI | Advisor / Consultant RIA | 483 | $40.1M | $40K |
| JOINT BOARD OF TRUSTEES DETROIT BREWERS AND DISTRIBUTORS 401(K) PLAN AND TRUST AGREEMENT | ROCHESTER, MI | Advisor / Consultant RIA | 423 | $37.3M | $39K |
| SUPERIOR NATIONAL BANK SUPERIOR NATIONAL BANK 401(K) & PROFIT SHARING PLAN | HANCOCK, MI | Advisor / Consultant INVESTMENT ADVISOR | 158 | $27.9M | $55K |
| SUPERIOR NATIONAL BANK SUPERIOR NATIONAL BANK 401(K) & PROFIT SHARING PLAN | HANCOCK, MI | Advisor / Consultant INVESTMENT ADVISOR | 169 | $25.5M | $48K |
| SUPERIOR NATIONAL BANK SUPERIOR NATIONAL BANK 401(K) & PROFIT SHARING PLAN | HANCOCK, MI | Advisor / Consultant INVESTMENT ADVISOR | 191 | $21.2M | $47K |
| ATTENDANCE ON DEMAND, INC. AOD/INFOTRONICS 401(K) PLAN | PLYMOUTH, MI | Advisor / Consultant INVESTMENT ADVISOR | 86 | $12.0M | $50K |
| ATTENDANCE ON DEMAND, INC. AOD/INFOTRONICS 401(K) PLAN | NORTHVILLE, MI | Advisor / Consultant INVESTMENT ADVISOR | 93 | $11.2M | $50K |
| PENSKE VEHICLE SERVICES, INC. PENSKE VEHICLE SERVICES, INC. 401(K) PLAN | TROY, MI | Other INVESTMENT/FINANCIAL ADVI | 402 | $10.1M | $24K |
| ATTENDANCE ON DEMAND, INC. AOD/INFOTRONICS 401(K) PLAN | NORTHVILLE, MI | Advisor / Consultant INVESTMENT ADVISOR | 95 | $9.7M | $50K |
| PENSKE VEHICLE SERVICES, INC. PENSKE VEHICLE SERVICES, INC. 401(K) PLAN | TROY, MI | Other INVESTMENT/FINANCIAL ADVI | 390 | $8.9M | $20K |
| PENSKE VEHICLE SERVICES, INC. PENSKE VEHICLE SERVICES, INC. 401(K) PLAN | TROY, MI | Other INVESTMENT/FINANCIAL ADVI | 339 | $7.6M | $20K |
| JOINT BOARD OF TRUSTEES MICHIGAN STATE BREWERS & DISTRIBUTORS SEVERANCE & RETIREMENT PLAN & TRUST | ROCHESTER, MI | Advisor / Consultant RIA | 66 | $6.1M | $19K |
| MATRIX HUMAN SERVICES MATRIX HUMAN SERVICES TAX SHELTERED ANNUITY PLAN | DETROIT, MI | Advisor / Consultant INVESTMENT ADVISORY | 434 | $4.0M | $13K |
| UNITED MACHINING. INC. WESCAST INDUSTRIES, INC. 401(K) PLAN | STERLING HEIGHTS, MI | Other INVESTMENT/FINANCIAL ADVI | 71 | $3.9M | $19K |
| MATRIX HUMAN SERVICES MATRIX HUMAN SERVICES TAX SHELTERED ANNUITY PLAN | DETROIT, MI | Advisor / Consultant INVESTMENT ADVISORY | 419 | $3.6M | $7K |
| EVENTLINK, LLC EVENTLINK, LLC RETIREMENT SAVINGS PLAN | STERLING HEIGHTS, MI | Advisor / Consultant RIA | 220 | $3.6M | — |
| UNITED MACHINING. INC. WESCAST INDUSTRIES, INC. 401(K) PLAN | STERLING HEIGHTS, MI | Other INVESTMENT/FINANCIAL ADVI | 82 | $3.6M | $16K |
| UNITED MACHINING. INC. WESCAST INDUSTRIES, INC. 401(K) PLAN | STERLING HEIGHTS, MI | Other INVESTMENT/FINANCIAL ADVI | 83 | $3.1M | $16K |