RETIREMENT PLAN EFFICIENCY ANALYSIS

1 total filings · 2 classes · Active since Oct 2013

3

Expansion Score

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Filing Velocity (24 Months)

May 2024 Apr 2026

Activity Timeline

No activity recorded yet.

Ownership & Assignment History

1 record
Date From To
Apr 27, 2016
FIDUCIARY SERVICES GROUP, LLC
PROFESSIONAL CAPITAL SERVICES, LLC
THE ADVISOR LAB, LLC
ADVISORTRUST, INC.
MANUFACTURERS AND TRADERS TRUST COMPANY
VILLANOVA, PENNSYLVANIA

Recent Filings

Serial No. Mark Filing Date Status Classes Owner
86082125 RETIREMENT PLAN EFFICIENCY ANALYSIS Oct 03, 2013 Pending 035 Advertising & Business 036 Insurance & Finance PCS RETIREMENT, LLC