Southbridge 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

1,436

Total plan assets

$44.5M

Filings (rows)

Direct comp

$89K

Indirect comp

SERVICES PROVIDED

Investment manager7

Advisor / Consultant2

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Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Mstiller LLC Mstiller LLC 401(k) Retirement Plan · all filings	ATLANTA, GA	Investment manager	102	$21.3M	$32K	$0
Phantom Administrative LLC Phantom Administrative Retirement Savings Plan · all filings	YOUNGSTOWN, OH	Investment manager	1,156	$12.7M	$28K	$0
Jerry PATE Company Jerry PATE Company Retirement Plan · all filings	PENSACOLA, FL	Advisor / Consultant	178	$10.4M	$28K	$0