CEREDEX VALUE ADVISORS
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
12
Active participants
6,332
Total plan assets
$138.0B
Filings (rows)
12
Direct comp
$5.4M
Indirect comp
$472K
SERVICES PROVIDED
Other9
Advisor / Consultant3
Top plans served
All 12 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Other NONE | — | $18.5B | $407K |
| GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $18.0B | $863K |
| GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $16.7B | $745K |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Other NONE | — | $16.4B | $193K |
| GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $14.5B | $717K |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Other NONE | — | $13.8B | $275K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.8B | $338K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.5B | $530K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.0B | $537K |
| IDAHO POWER COMPANY RETIREMENT PLAN OF IDAHO POWER COMPANY | BOISE, ID | Other PARTY IN INTEREST | 2,144 | $971.3M | $283K |
| IDAHO POWER COMPANY RETIREMENT PLAN OF IDAHO POWER COMPANY | BOISE, ID | Other PARTY IN INTEREST | 2,113 | $937.8M | $252K |
| IDAHO POWER COMPANY RETIREMENT PLAN OF IDAHO POWER COMPANY | BOISE, ID | Other PARTY IN INTEREST | 2,075 | $887.9M | $248K |