Warren Street 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

1,139

Total plan assets

$81.7M

Filings (rows)

Direct comp

$268K

Indirect comp

Showing only "WARREN STREET ADVISORS"

View all 2 variants aggregated →

WARREN STREET ADVISORS5 WARREN STREET WEALTH ADVISORS1

SERVICES PROVIDED

Investment manager4

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Perceptyx, Inc. Perceptyx, Inc. 401(k) Profit Sharing Plan · all filings	TEMECULA, CA	Investment manager	289	$29.2M	$89K	$0
Perceptyx, Inc. Perceptyx, Inc. 401(k) Profit Sharing Plan · all filings	TEMECULA, CA	Investment manager	301	$25.6M	$79K	$0
Perceptyx, Inc. Perceptyx, Inc. 401(k) Profit Sharing Plan · all filings	TEMECULA, CA	Investment manager	339	$22.1M	$70K	$0
Architectural Coatings, Inc. Architectural Coatings, Inc. 401(k) Plan · all filings	ORANGE, CA	Advisor / Consultant	92	$2.6M	$15K	$0
Architectural Coatings, Inc. Architectural Coatings, Inc. 401(k) Plan · all filings	SANTA ANA, CA	Investment manager	118	$2.2M	$14K	$0