Chapman Invetment Management

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

1,199

Total plan assets

$204.5M

Filings (rows)

Direct comp

$1.0M

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Garratt-Callahan Company Garratt-Callahan Company Employees' Profit Sharing Plan · all filings	BURLINGAME, CA	Advisor / Consultant	410	$76.5M	$358K	$0
Garratt-Callahan Company Garratt-Callahan Company Employees' Profit Sharing Plan · all filings	BURLINGAME, CA	Advisor / Consultant	398	$68.2M	$309K	$0
Garratt-Callahan Company Garratt-Callahan Company Employees' Profit Sharing Plan · all filings	BURLINGAME, CA	Advisor / Consultant	391	$59.7M	$356K	$0