3D ASSET MANAGEMENT

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

1,392

Total plan assets

$72.9M

Filings (rows)

Direct comp

$65K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Other1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BOARD OF TRUSTEES, MONTEREY PENINSULA RESTAURANT AND MONTEREY PENINSULA RESTAURANT AND HOTEL PENSION FUND	PACIFIC GROVE, CA	Other NONE	1,020	$62.6M	$17K
INSIGHT HUMAN SERVICES, INC. INSIGHT HUMAN SERVICES, INC. RETIREMENT PLAN	WINSTON-SALEM, NC	Advisor / Consultant INVESTMENT ADVISOR	182	$5.3M	$25K
INSIGHT HUMAN SERVICES, INC.