Form 5500 Search

CUTLER INVESTMENT

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
23
Active participants
19,972
Total plan assets
$6.2B
Filings (rows)
23
Direct comp
$839K
Indirect comp
$12K

SERVICES PROVIDED

Advisor / Consultant19
Other4

Top plans served

All 23 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN CALIFORNIA EDISON COMPANY
EDISON 401(K) SAVINGS PLAN
ROSEMEAD, CA
Advisor / Consultant
INVESTMENT ADVISOR
14,119$5.7B$10K
REED FAMILY COMPANIES
WESTERN REGION RETIREMENT TRUST 401(K) AND REGULAR PROFIT SHARING PLAN
MODESTO, CA
Advisor / Consultant
INVESTMENT ADVISOR
533$60.1M$41K
REED FAMILY COMPANIES
WESTERN REGION RETIREMENT TRUST 401(K) AND REGULAR PROFIT SHARING PLAN
MODESTO, CA
Advisor / Consultant
INVESTMENT ADVISOR
524$53.7M$103K
BASIC RESOURCES, INC.
WESTERN REGION RETIREMENT TRUST 401(K) AND REGULAR PROFIT SHARING PLAN
MODESTO, CA
Advisor / Consultant
INVESTMENT MANAGEMENT
548$45.0M$36K
OIL SEARCH ALASKA, LLC
OIL SEARCH ALASKA, LLC 401(K) PLAN
ANCHORAGE, AK
Advisor / Consultant
ADVISOR
170$38.0M$72K
PLUMBERS & PIPEFITTERS OF SOUT
THE PLUMBERS AND PIPEFITTERS OF SOUTHEASTERN ALASKA EMPLOYEES SUPPLEMENTAL RETIREMENT PLAN
JUNEAU, AK
Advisor / Consultant
INVESTMENT ADVISOR
152$29.6M$55K
OIL SEARCH ALASKA, LLC
OIL SEARCH ALASKA, LLC 401(K) PLAN
ANCHORAGE, AK
Advisor / Consultant
ADVISOR
137$28.2M$56K
THE PLUMBERS AND PIPEFITTERS OF SOUTHEASTERN ALASKA
THE PLUMBERS AND PIPEFITTERS OF SOUTHEASTERN ALASKA EMPLOYEES SUPPLEMENTAL RETIREMENT PLAN
JUNEAU, AK
Advisor / Consultant
INVESTMENT ADVISOR
139$26.1M$58K
TATONDUK OUTFITTERS LIMITED
TATONDUK OUTFITTERS LIMITED RETIREMENT SAVINGS PLAN
FAIRBANKS, AK
Advisor / Consultant
INVESTMENT ADVISOR
311$21.1M$15K
OIL SEARCH ALASKA, LLC
OIL SEARCH ALASKA, LLC 401(K) PLAN
ANCHORAGE, AK
Advisor / Consultant
ADVISOR
115$20.6M$49K
TATONDUK OUTFITTERS LIMITED
TATONDUK OUTFITTERS LIMITED RETIREMENT SAVINGS PLAN
FAIRBANKS, AK
Advisor / Consultant
INVESTMENT ADVISOR
297$18.5M$48K
CODE.ORG
CODE.ORG 403(B) PLAN
SEATTLE, WA
Other
NONE
128$10.9M$35K
PEOPLE'S BANK OF COMMERCE
PEOPLE'S BANK OF COMMERCE 401(K) PLAN
MEDFORD, OR
Advisor / Consultant
INVESTMENT MANAGER
160$10.0M$30K
PEOPLE'S BANK OF COMMERCE
PEOPLE'S BANK OF COMMERCE 401(K) PLAN
MEDFORD, OR
Advisor / Consultant
INVESTMENT MANAGER
137$9.8M$52K
ST. MARY'S OF MEDFORD, INC.
ST. MARY'S OF MEDFORD SCHOOL 403(B) PLAN
MEDFORD, OR
Other
SERVICE PROVIDER
131$9.7M$0
PEOPLE'S BANK OF COMMERCE
PEOPLE'S BANK OF COMMERCE 401(K) PLAN
MEDFORD, OR
Advisor / Consultant
INVESTMENT MANAGER
135$9.2M$45K
ST. MARYS OF MEDFORD, INC.
ST. MARY'S OF MEDFORD SCHOOL 403(B) PLAN
MEDFORD, OR
Advisor / Consultant
INVESTMENT MANAGER
96$8.8M$29K
CODE.ORG
CODE.ORG 403(B) PLAN
SEATTLE, WA
Other
NONE
129$8.8M$29K
ST. MARYS OF MEDFORD, INC.
ST. MARY'S OF MEDFORD SCHOOL 403(B) PLAN
MEDFORD, OR
Advisor / Consultant
INVESTMENT MANAGER
80$7.3M$16K
CODE.ORG
CODE.ORG 403(B) PLAN
SEATTLE, WA
Other
NONE
112$6.6M$20K
REVER GRAND LLC
REVER GRAND LLC 401(K) PROFIT SHARING PLAN & TRUST
GRANTS PASS, OR
Advisor / Consultant
INVESTMENT ADVISOR
1,535$5.6M$17K
KIDS UNLIMITED OF OREGON
KIDS UNLIMITED OF OREGON 401(K) PLAN
MEDFORD, OR
Advisor / Consultant
INVESTMENT MANAGER
118$2.4M$20K
KIDS UNLIMITED OF OREGON
KIDS UNLIMITED OF OREGON 401(K) PLAN
MEDFORD, OR
Advisor / Consultant
INVESTMENT MANAGER
166$1.8M$4K
CUTLER INVESTMENT — Form 5500 Service Provider Profile | Form 5500 Search