Smartpath Advisors

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

23,414

Total plan assets

$7.4B

Filings (rows)

Direct comp

$45K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lumen Technologies, Inc. Lumen 401(k) Savings Plan · all filings	MONROE, LA	Investment manager	21,466	$7.3B	$17K	$0
Cayuga Medical Center at Ithaca Cayuga Health 403(b) Plan · all filings	ITHACA, NY	Advisor / Consultant	1,948	$121.5M	$28K	$0