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

6,857

Total plan assets

$25.3M

Filings (rows)

Direct comp

$28K

Indirect comp

Showing only "ASSET ALLOCATION MANAGEMENT"

View all 5 variants aggregated →

ASSET ALLOCATION STRATEGIES4 ASSET ALLOCATIONS 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	6,857	$25.3M	$28K	$0