Cetera Investments

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

1,612

Total plan assets

$77.2M

Filings (rows)

Direct comp

$131K

Indirect comp

Showing only "CETERA INVESTMENTS"

View all 4 variants aggregated →

CETERA INVESTMENTS ADVISERS8 CETERA INVESTMENTS3 CETERA INVESTMENTS ADVISORS3 CETERA INVESTMENTS SERVICES1

SERVICES PROVIDED

Advisor / Consultant2

Other service providers1

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Velocity Clinical Research, Inc. Velocity Clinical Research 401(k) Plan · all filings	DURHAM, NC	Other service providers	1,016	$35.6M	$47K	$0
Cranemasters Inc. Cranemasters Inc. 401(k) Profit Sharing Plan · all filings	NORTH CHESTERFIELD, VA	Advisor / Consultant	365	$22.5M	$46K	$0
Cranemasters Inc. Cranemasters Inc. 401(k) Profit Sharing Plan · all filings	NORTH CHESTERFIELD, VA	Advisor / Consultant	231	$19.2M	$38K	$0