Institutional and Family Asset MANA

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

105

Total plan assets

$7.1M

Filings (rows)

Direct comp

$22K

Indirect comp

Showing only "INSTITUTIONAL AND FAMILY ASSET MANA"

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INSTITUTIONAL AND FAMILY ASSET MGMT5 INSTITUTIONAL AND FAMILY ASSET MANA1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Cherry Creek Insurance Agency, Inc. DBA CCIG Cherry Creek Insurance Agency, Inc. 401(k) Plan · all filings	ENGLEWOOD, CO	Advisor / Consultant	105	$7.1M	$22K	$0