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

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees, Monterey Peninsula Restaurant and Monterey Peninsula Restaurant and Hotel Pension Fund · all filings	PACIFIC GROVE, CA	Investment manager	1,020	$62.6M	$17K	$0
Insight Human Services, Inc. Insight Human Services, Inc. Retirement Plan · all filings	WINSTON-SALEM, NC	Advisor / Consultant	182	$5.3M	$25K	$0
Insight Human Services, Inc. Insight Human Services, Inc. Retirement Plan · all filings	WINSTON-SALEM, NC	Advisor / Consultant	190	$5.0M	$22K	$0