CIRA CAMBRIDGE INVESTMENT RESEARCH
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
8
Active participants
3,555
Total plan assets
$185.0M
Filings (rows)
8
Direct comp
$0
Indirect comp
$155K
SERVICES PROVIDED
Broker8
Top plans served
All 8 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CUSTARD INSURANCE ADJUSTERS, INC. CUSTARD INSURANCE ADJUSTERS SAVINGS PLAN | NORCROSS, GA | Broker BROKER/DEALER | 812 | $45.9M | $0 |
| CUSTARD INSURANCE ADJUSTERS, INC. CUSTARD INSURANCE ADJUSTERS SAVINGS PLAN | NORCROSS, GA | Broker BROKER/DEALER | 738 | $40.7M | $0 |
| COTTRELL, INC. COTTRELL, INC. 401(K) RETIREMENT PLAN | GAINESVILLE, GA | Broker BROKER/DEALER | 694 | $29.9M | $0 |
| COTTRELL, INC. COTTRELL, INC. 401(K) RETIREMENT PLAN | GAINESVILLE, GA | Broker BROKER/DEALER | 689 | $25.0M | $0 |
| ALLREDI, LLC ALLREDI, LLC RETIREMENT PLAN | PASADENA, TX | Broker BROKER/DEALER | 223 | $14.5M | $0 |
| ALLREDI, LLC ALLREDI, LLC RETIREMENT PLAN | PASADENA, TX | Broker BROKER/DEALER | 225 | $12.1M | $0 |
| KARAT, INC. KARAT 401(K) PLAN | SEATTLE, WA | Broker BROKER/DEALER | 89 | $11.4M | $0 |
| GLORYBEE NATURAL SWEETNERS, INC. GLORYBEE NATURAL SWEETNERS, INC. 401(K) PLAN | EUGENE, OR | Broker BROKER/DEALER | 85 | $5.5M | $0 |