Cambridge Investement Research ADVI

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

2,368

Total plan assets

$205.5M

Filings (rows)

Direct comp

$221K

Indirect comp

Showing only "CAMBRIDGE INVESTEMENT RESEARCH ADVI"

View all 2 variants aggregated →

CAMBRIDGE INVESTEMENT RESEARCH ADVI6 CAMBRIDGE INVESTEMENT RESEARCH1

SERVICES PROVIDED

Data / Research / Other vendors6

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lifeworks (US) Ltd. Lifeworks (US) Ltd. 401(k) Savings Plan · all filings	CANTON, MA	Data / Research / Other vendors	1,356	$86.9M	$32K	$0
STO Corp. STO Corp. Employees' Retirement Plan · all filings	ATLANTA, GA	Data / Research / Other vendors	210	$49.6M	$22K	$0
Pyramid Management Group, LLC Pyramid Companies 401(k) Plan · all filings	SYRACUSE, NY	Data / Research / Other vendors	187	$20.2M	$58K	$0
Pyramid Management Group, LLC Pyramid Companies 401(k) Plan · all filings	SYRACUSE, NY	Data / Research / Other vendors	226	$18.4M	$50K	$0
Pyramid Management Group, LLC Pyramid Companies 401(k) Plan · all filings	SYRACUSE, NY	Data / Research / Other vendors	255	$16.2M	$50K	$0
AAA North Penn AAA North Penn 401(k) Plan · all filings	SCRANTON, PA	Data / Research / Other vendors	134	$14.1M	$10K	$0