Accredited Investor

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

5,995

Total plan assets

$980.2M

Filings (rows)

Direct comp

$868K

Indirect comp

Aggregating 2 name variants under "ACCREDITED INVESTOR"

Click a variant to view it alone

ACCREDITED INVESTOR SERVICES10 ACCREDITED INVESTORS9

SERVICES PROVIDED

Advisor / Consultant9

Investment manager4

Other service providers3

TPA / Administrator3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
MNGI Digestive Health, P.A. MNGI Digestive Health, P.A. Retirement Plan · all filings	MINNEAPOLIS, MN	Investment manager	1,033	$257.3M	$42K	$0
MNGI Digestive Health, P.A. MNGI Digestive Health, P.A. Retirement Plan · all filings	MINNEAPOLIS, MN	Investment manager	924	$221.2M	$47K	$0
MNGI Digestive Health, P.A. MNGI Digestive Health, P.A. Retirement Plan · all filings	MINNEAPOLIS, MN	Investment manager	788	$179.6M	$38K	$0
Colliers Mortgage Holdings LLC Colliers Mortgage Holdings LLC Employee 401(k) Plan · all filings	MINNEAPOLIS, MN	Investment manager	276	$65.2M	$10K	$0
Twin Cities Spine Center Twin Cities Spine Center 401(k) Profit Sharing Plan and Trust · all filings	MINNEAPOLIS, MN	TPA / Administrator	115	$39.5M	$3K	$0
Twin Cities Spine Center Twin Cities Spine Center 401(k) Profit Sharing Plan and Trust · all filings	MINNEAPOLIS, MN	TPA / Administrator	112	$32.9M	$12K	$0
Twin Cities Spine Center Twin Cities Spine Center 401(k) Profit Sharing Plan and Trust · all filings	MINNEAPOLIS, MN	TPA / Administrator	112	$30.0M	$13K	$0
Edina Eye Physicians & Surgeons, P.A. DBA Twin Cities Eye Consultants Twin Cities Eye Consultants 401(k) Plan · all filings	EDINA, MN	Advisor / Consultant	151	$25.9M	$82K	$0
Edina Eye Physicians & Surgeons, P.A. DBA Twin Cities Eye Consultants Twin Cities Eye Consultants 401(k) Plan · all filings	EDINA, MN	Advisor / Consultant	151	$23.8M	$61K	$0
Catholic Charities of the Diocese of St. Cloud Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan · all filings	ST. CLOUD, MN	Advisor / Consultant	259	$22.2M	$95K	$0
Catholic Charities of the Diocese of St. Cloud Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan · all filings	ST. CLOUD, MN	Advisor / Consultant	262	$19.8M	$84K	$0
Catholic Charities of the Diocese of St. Cloud Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan · all filings	ST. CLOUD, MN	Advisor / Consultant	285	$17.0M	$88K	$0
Sand Companies, Inc. Sand Companies, Inc. 401(k) Plan and Trust · all filings	WAITE PARK, MN	Other service providers	457	$12.2M	$71K	$0
Sand Companies, Inc. Sand Companies, Inc. 401(k) Plan and Trust · all filings	WAITE PARK, MN	Other service providers	425	$10.6M	$60K	$0
Sand Companies, Inc. Sand Companies, Inc. 401(k) Plan and Trust · all filings	WAITE PARK, MN	Other service providers	347	$9.4M	$66K	$0
Brutger Equities, Inc. Brutger Equities, Inc. Employee Savings Plan · all filings	ST. CLOUD, MN	Advisor / Consultant	115	$6.2M	$46K	$0
Assumption Home, Inc. The Assumption Home 401(k) Plan & Trust · all filings	COLD SPRING, MN	Advisor / Consultant	99	$2.6M	$19K	$0
Assumption Home, Inc. The Assumption Home 401(k) Plan & Trust · all filings	COLD SPRING, MN	Advisor / Consultant	0	$2.5M	$12K	$0
Assumption Home, Inc. The Assumption Home 401(k) Plan & Trust · all filings	COLD SPRING, MN	Advisor / Consultant	84	$2.2M	$18K	$0