CBI Valuation Group

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

Total plan assets

$2.3M

Filings (rows)

Direct comp

$16K

Indirect comp

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Advantage Capital Management Corporation Advantage Capital Management Corporation Employee Stock Ownership Plan · all filings	NEW ORLEANS, LA	Other service providers	95	$2.3M	$16K	$0