STOKES FAMILY OFFICE
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
30
Active participants
141,981
Total plan assets
$22.8B
Filings (rows)
30
Direct comp
$870K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant24
Other6
Top plans served
All 30 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 42,968 | $7.7B | $13K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 44,901 | $7.4B | $10K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 44,251 | $6.4B | $7K |
| ADAMS AND REESE LLP ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST | NEW ORLEANS, LA | Other NONE | 384 | $261.5M | $22K |
| ADAMS AND REESE LLP ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST | NEW ORLEANS, LA | Other NONE | 343 | $231.5M | $18K |
| ADAMS AND REESE LLP ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST | NEW ORLEANS, LA | Other NONE | 339 | $212.9M | $13K |
| COBURN SUPPLY COMPANY, INC. EMPLOYEES 401(K) PLAN OF COBURN SUPPLY COMPANY, INC. | BEAUMONT, TX | Advisor / Consultant ADVISOR | 1,206 | $84.9M | $50K |
| COBURN SUPPLY COMPANY, INC. EMPLOYEES 401(K) PLAN OF COBURN SUPPLY COMPANY, INC. | BEAUMONT, TX | Advisor / Consultant ADVISOR | 1,008 | $73.0M | $50K |
| COBURN SUPPLY COMPANY, INC. EMPLOYEES 401(K) PLAN OF COBURN SUPPLY COMPANY, INC. | BEAUMONT, TX | Advisor / Consultant ADVISOR | 905 | $62.5M | $50K |
| T. BAKER SMITH, LLC. T. BAKER SMITH, LLC 401(K) PLAN | HOUMA, LA | Advisor / Consultant ADVISOR | 318 | $40.0M | $65K |
| PARISH MANAGEMENT CONSULTANTS LLC PARISH MANAGEMENT CONSULTANTS SALARY SAVINGS PLAN | METAIRIE, LA | Advisor / Consultant ADVISOR | 163 | $38.6M | $75K |
| T. BAKER SMITH, LLC. T. BAKER SMITH, LLC 401(K) PLAN | HOUMA, LA | Advisor / Consultant ADVISOR | 254 | $35.7M | $57K |
| PARISH MANAGEMENT CONSULTANTS LLC PARISH MANAGEMENT CONSULTANTS SALARY SAVINGS PLAN | METAIRIE, LA | Advisor / Consultant ADVISOR | 27 | $32.9M | $19K |
| T. BAKER SMITH, LLC. T. BAKER SMITH, LLC 401(K) PLAN | HOUMA, LA | Advisor / Consultant ADVISOR | 267 | $30.8M | $60K |
| HOIST & CRANE SERVICE GROUP, INC. HOIST & CRANE SERVICE GROUP, INC. 401K RETIREMENT SAVINGS PLAN | JEFFERSON, LA | Advisor / Consultant ADVISOR | 447 | $20.1M | $20K |
| HOIST & CRANE SERVICE GROUP, INC. HOIST & CRANE SERVICE GROUP, INC. 401K RETIREMENT SAVINGS PLAN | JEFFERSON, LA | Advisor / Consultant ADVISOR | 498 | $18.2M | $23K |
| COBURN SUPPLY COMPANY, INC. THE EMPLOYEES RETIREMENT PLAN OF COBURN SUPPLY COMPANY, INC. | BEAUMONT, TX | Advisor / Consultant FINANCIAL ADVISOR | 42 | $15.0M | $30K |
| LABORDE MARINE MANAGEMENT, L.L.C. LABORDE MARINE RETIREMENT PLAN | NEW ORLEANS, LA | Advisor / Consultant ADVISOR | 216 | $14.9M | $24K |
| HOIST & CRANE SERVICE GROUP, INC. HOIST & CRANE SERVICE GROUP, INC. 401K RETIREMENT SAVINGS PLAN | JEFFERSON, LA | Advisor / Consultant INVESTMENT ADVISOR | 466 | $14.8M | $5K |
| TRANSPORTATION CONSULTANTS, INC. JENSEN COMPANIES 401(K) PLAN | NEW ORLEANS, LA | Advisor / Consultant ADVISOR | 612 | $12.4M | $47K |
| LABORDE MARINE MANAGEMENT, L.L.C. LABORDE MARINE RETIREMENT PLAN | NEW ORLEANS, LA | Advisor / Consultant ADVISOR | 225 | $11.2M | $18K |
| TRANSPORTATION CONSULTANTS, INC. JENSEN COMPANIES 401(K) PLAN | NEW ORLEANS, LA | Advisor / Consultant ADVISOR | 586 | $10.1M | $34K |
| LABORDE MARINE MANAGEMENT, L.L.C. LABORDE MARINE RETIREMENT PLAN | NEW ORLEANS, LA | Advisor / Consultant ADVISOR | 196 | $8.3M | $17K |
| WINTER SPORTS, INC. WINTER SPORTS, INC. RETIREMENT PLAN & TRUST | WHITEFISH, MT | Advisor / Consultant ADVISOR | 159 | $7.3M | $18K |
| ZUPPARDO'S ECONOMICAL SUPER MARKETS, LLC ZUPPARDO'S ECONOMICAL SUPER MARKETS, LLC EMPLOYEE PROFIT SHARING PLAN AND TRUST | METAIRIE, LA | Advisor / Consultant ADVISOR | 105 | $6.9M | $28K |
| TRANSPORTATION CONSULTANTS, INC. JENSEN COMPANIES 401(K) PLAN | NEW ORLEANS, LA | Advisor / Consultant ADVISOR | 579 | $6.7M | $26K |
| ZUPPARDOS ECONOMICAL SUPERMARKETS, LLC ZUPPARDO'S ECONOMICAL SUPER MARKETS, LLC EMPLOYEE PROFIT SHARING PLAN AND TRUST | METAIRIE, LA | Advisor / Consultant ADVISOR | 118 | $6.3M | $13K |
| WINTER SPORTS, INC. WINTER SPORTS, INC. RETIREMENT PLAN & TRUST | WHITEFISH, MT | Advisor / Consultant ADVISOR | 153 | $6.3M | $15K |
| ZUPPARDOS ECONOMICAL SUPERMARKETS, LLC ZUPPARDO'S ECONOMICAL SUPER MARKETS, LLC EMPLOYEE PROFIT SHARING PLAN AND TRUST | METAIRIE, LA | Advisor / Consultant ADVISOR | 110 | $5.4M | $25K |
| WINTER SPORTS, INC. WINTER SPORTS, INC. RETIREMENT PLAN & TRUST | WHITEFISH, MT | Advisor / Consultant ADVISOR | 135 | $5.1M | $20K |