ASSET ALLOCATION & 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

7,094

Total plan assets

$28.8M

Filings (rows)

Direct comp

$31K

Indirect comp

Showing only "ASSET ALLOCATION & MANAGEMENT"

View all 4 variants aggregated →

ASSET ALLOCATION STRATEGIES4 ASSET ALLOCATIONS STRATEGIES4 ASSET ALLOCATION & MANAGEMENT1 ASSET ALLOCATION MANAGEMENT1

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
NORTH CAROLINA MEDICAL SOCIETY NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST	RALEIGH, NC	Other service providers	7,094	$28.8M	$31K	$0