Berla Investing

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

2,754

Total plan assets

$853.5M

Filings (rows)

Direct comp

$160K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
PALO ALTO Foundation Medical Group, Inc. Pafmg Cash Balance Plan II · all filings	MOUNTAIN VIEW, CA	Advisor / Consultant	916	$361.7M	$27K	$0
PALO ALTO Foundation Medical Group, Inc. Pafmg Cash Balance Plan II · all filings	MOUNTAIN VIEW, CA	Advisor / Consultant	912	$281.9M	$70K	$0
PALO ALTO Foundation Medical Group, Inc. Pafmg Cash Balance Plan II · all filings	LOS ALTOS, CA	Advisor / Consultant	926	$209.8M	$62K	$0