Income 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

28,295

Total plan assets

$50.5B

Filings (rows)

Direct comp

$763K

Indirect comp

Showing only "INCOME RESEARCH"

View all 25 variants aggregated →

INCOME RESEARCH & MANAGEMENT220 INCOME RESEARCH + MANAGEMENT50 INCOME RESEARCH AND MANAGEMENT45 INCOME RESEARCH & MGMT33 INCOME RESEARCH MANAGEMENT23 INCOME RESEARCH & MANAGEMENT COLLEC8 INCOME RESEARCH AND MGMT

SERVICES PROVIDED

Data / Research / Other vendors3

CITs / DFEs sponsored by this firm

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Fund / entity	Plans holding
	6
	2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
International Business Machines Corporation IBM Personal Pension Plan · all filings	ARMONK, NY	Data / Research / Other vendors	14,881	$25.5B	$690K	$0
International Business Machines Corporation IBM Personal Pension Plan · all filings	ARMONK, NY	Data / Research / Other vendors	13,377	$25.0B	$72K	$0
American Jewish Committee The Retirement Plan for the Employees of the American Jewish Committee · all filings	NEW YORK, NY	Data / Research / Other vendors	37	$39.2M	$0	$0