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
2
Active participants
23,414
Total plan assets
$7.4B
Filings (rows)
2
Direct comp
$45K
Indirect comp
$0
SERVICES PROVIDED
Other1
Advisor / Consultant1
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LUMEN TECHNOLOGIES, INC. LUMEN 401(K) SAVINGS PLAN | MONROE, LA | Other NONE | 21,466 | $7.3B | $17K |
| CAYUGA MEDICAL CENTER AT ITHACA CAYUGA HEALTH 403(B) PLAN | ITHACA, NY | Advisor / Consultant INVESTMENT ADVISORY | 1,948 | $121.5M | $28K |