Sortino Advisory

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

20,207

Total plan assets

$384.8M

Filings (rows)

Direct comp

$292K

Indirect comp

$70K

Aggregating 2 name variants under "SORTINO ADVISORY"

Click a variant to view it alone

SORTINO ADVISORY PARTNERS12 SORTINO ADVISORY PARTNER1

SERVICES PROVIDED

Advisor / Consultant8

Other service providers4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Emergent Health Partners Emergent Health Partners 403(b) Retirement Plan · all filings	ANN ARBOR, MI	Other service providers	1,030	$59.4M	$27K	$0
Emergent Health Partners Emergent Health Partners 403(b) Retirement Plan · all filings	ANN ARBOR, MI	Advisor / Consultant	857	$52.3M	$0	$36K
Mortenson Family Dental Holdings, Inc. Mortenson Dental Partners 401(k) Plan · all filings	LOUISVILLE, KY	Advisor / Consultant	2,029	$51.6M	$12K	$0
Emergent Health Partners Emergent Health Partners 403(b) Retirement Plan · all filings	ANN ARBOR, MI	Advisor / Consultant	880	$44.8M	$0	$34K
Northpoint Senior Services, LLC Prestige Management Employee Plan · all filings	LOUISVILLE, KY	Other service providers	4,468	$43.8M	$27K	$0
Mortenson Family Dental Holdings, Inc. Mortenson Dental Partners 401(k) Plan · all filings	LOUISVILLE, KY	Advisor / Consultant	1,960	$40.5M	$66K	$119
Northpoint Senior Services, LLC Prestige Management Employee Plan · all filings	LOUISVILLE, KY	Other service providers	4,407	$40.0M	$36K	$0
Northpoint Senior Services, LLC Prestige Management Employee Plan · all filings	LOUISVILLE, KY	Other service providers	4,217	$35.2M	$37K	$0
Liter's, Inc. Liter's, Inc. 401(k) Plan · all filings	LOUISVILLE, KY	Advisor / Consultant	128	$6.4M	$20K	$3
Liter's, Inc. Liter's, Inc. 401(k) Plan · all filings	LOUISVILLE, KY	Advisor / Consultant	114	$5.6M	$20K	$6
Liter's, Inc. Liter's, Inc. 401(k) Plan · all filings	LOUISVILLE, KY	Advisor / Consultant	117	$5.0M	$20K	$2
Middleton Reutlinger, P.S.C. Middleton & Reutlinger, P.S.C. 401(k) Plan · all filings	LOUISVILLE, KY	Advisor / Consultant	0	$0	$26K	$0