INTEGRATED 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
10
Active participants
907
Total plan assets
$4.3B
Filings (rows)
10
Direct comp
$98K
Indirect comp
$5K
Aggregating 3 name variants under "INTEGRATED INVESTMENT"
SERVICES PROVIDED
Other8
Advisor / Consultant2
Top plans served
All 10 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS, INC. FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $811.1M | $5K |
| SEGAL ADVISORS, INC. EQUITY GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $793.7M | $5K |
| SEGAL ADVISORS, INC. EQUITY GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $780.7M | $5K |
| SEGAL ADVISORS, INC. EQUITY GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $702.1M | $5K |
| SEGAL ADVISORS, INC. FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $670.7M | $5K |
| SEGAL ADVISORS, INC. FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $476.7M | $5K |
| N.S. INTERNATIONAL, LTD. N.S. INTERNATIONAL, LTD. 401(K) PLAN | TROY, MI | Other INVESTMENT/FINANCIAL ADVI | 196 | $41.3M | $9K |
| HI-TECH MOLD & ENGINEERING, INC. SCHULTE CONTROLLED GROUP RETIREMENT PLAN | ROCHESTER HILLS, MI | Advisor / Consultant ADVISOR | 515 | $35.7M | $49K |
| SERVE ELECTRIC LLC SERVE ELECTRIC 401(K) RETIREMENT PLAN | STERLING HTS, MI | Advisor / Consultant INVESTMENT ADVISORY | 196 | $5.2M | $0 |
| SEGAL ADVISORS, INC. ALTERNATIVES GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $266K | $9K |