Sovereign Wealth 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

1,271

Total plan assets

$25.4M

Filings (rows)

Direct comp

$101K

Indirect comp

SERVICES PROVIDED

Investment manager3

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Worth Ross Management Co. Inc. Worth Ross 401(k) Plan · all filings	IRVING, TX	Investment manager	475	$10.9M	$50K	$0
Worth Ross Management Co. Inc. Worth Ross 401(k) Plan · all filings	DALLAS, TX	Investment manager	459	$7.2M	$36K	$0
Fishermen's Finest, Inc. Fishermen's Finest, Inc. 401(k) Plan · all filings	KIRKLAND, WA	Investment manager	112	$5.7M	$9K	$0
Trussworks LLC Trussworks LLC 401(k) Profit Sharing Plan & Trust · all filings	CALDWELL, TX	Advisor / Consultant	225	$1.6M	$6K	$0