CALDER INVESTMENT

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

360

Total plan assets

$15.3M

Filings (rows)

Direct comp

$28K

Indirect comp

Aggregating 2 name variants under "CALDER INVESTMENT"

CALDER INVESTMENT ADVISORS DBA1 CALDER INVESTMENT ADVISORS1

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CUSTER OFFICE ENVIRONMENTS, INC. CUSTER OFFICE ENVIRONMENTS, INC. PROFIT SHARING AND EMPLOYEES' 401(K) PLAN	GRAND RAPIDS, MI	Advisor / Consultant INVESTMENT ADVISOR	234	$13.5M	$23K
TALL BROWN DOG, LLC TALL BROWN DOG RETIREMENT PLAN	GRAND RAPIDS, MI	Advisor / Consultant ADVISOR	126	$1.8M	$5K