Sortino Advisory Partner

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

1,960

Total plan assets

$40.5M

Filings (rows)

Direct comp

$34K

Indirect comp

Showing only "SORTINO ADVISORY PARTNER"

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SORTINO ADVISORY PARTNERS12 SORTINO ADVISORY PARTNER1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Mortenson Family Dental Holdings, Inc. Mortenson Dental Partners 401(k) Plan · all filings	LOUISVILLE, KY	Advisor / Consultant	1,960	$40.5M	$34K	$0