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Plan profile · 2023

CORIENT SERVICES LLC

CORIENT SERVICES LLC 401(K) PLAN · –

Sponsor contact
Address2 S BISCAYNE BLVD, MIAMI
State / ZIPFL 33131
Phone4163641145
EIN / Plan #873513335 / 001
Plan health
Assets (EOY)$227M
Participants1,472
Avg balance$154k
Employer contrib$7M
Distributions$12M
Red flags
Delinquent contribsnone reported
Fidelity bond–
Bond adequate?⚠ NO
AuditorERNST & YOUNG
Incumbent advisor(s) of record, who to displace
AdvisorEINComp earned
ASSURANCE ADVISORY830474653$95k
CHARLES SCHWAB & CO., INC.941737782$10k
CORIENT PRIVATE WEALTH LLC880967642$9k
SEGALL BRYANT & HAMILL LLC411788385$6k