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

Active participants

3,555

Total plan assets

$185.0M

Filings (rows)

Direct comp

Indirect comp

$155K

SERVICES PROVIDED

Broker8

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Custard Insurance Adjusters, Inc. Custard Insurance Adjusters Savings Plan · all filings	NORCROSS, GA	Broker	812	$45.9M	$0	$17K
Custard Insurance Adjusters, Inc. Custard Insurance Adjusters Savings Plan · all filings	NORCROSS, GA	Broker	738	$40.7M	$0	$15K
Cottrell, Inc. Cottrell, Inc. 401(k) Retirement Plan · all filings	GAINESVILLE, GA	Broker	694	$29.9M	$0	$31K
Cottrell, Inc. Cottrell, Inc. 401(k) Retirement Plan · all filings	GAINESVILLE, GA	Broker	689	$25.0M	$0	$25K
Allredi, LLC Allredi, LLC Retirement Plan · all filings	PASADENA, TX	Broker	223	$14.5M	$0	$16K
Allredi, LLC Allredi, LLC Retirement Plan · all filings	PASADENA, TX	Broker	225	$12.1M	$0	$13K
Karat, Inc. Karat 401(k) Plan · all filings	SEATTLE, WA	Broker	89	$11.4M	$0	$19K
Glorybee Natural Sweetners, Inc. Glorybee Natural Sweetners, Inc. 401(k) Plan · all filings	EUGENE, OR	Broker	85	$5.5M	$0	$18K