CONCURRENT INVEST 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

Active participants

367

Total plan assets

$46.6M

Filings (rows)

Direct comp

$56K

Indirect comp

Showing only "CONCURRENT INVEST ADVISORS"

View all 6 variants aggregated →

CONCURRENT INVESTMENT ADVISORS134 CONCURRENT INVESTMENT ADVISORS LL9 CONCURRENT INVEST ADVISORS2 CONCURRENT INVESTMENT2 CONCURRENT INVESTMENT ADVISORS LCC1 CONCURRENT INVESTEMENT ADVISORS1

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN	CHICAGO, IL	Advisor / Consultant	187	$23.4M	$31K	$0
THE FAMILY INSTITUTE THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN	CHICAGO, IL	Advisor / Consultant