Asset Allocation and 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

6,007

Total plan assets

$15.5M

Filings (rows)

Direct comp

$16K

Indirect comp

Showing only "ASSET ALLOCATION AND MANAGEMENT"

View all 5 variants aggregated →

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

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
North Carolina Medical Society NC Medical Society Employee Benefit Trust · all filings	RALEIGH, NC	Other service providers	6,007	$15.5M	$16K	$0