INTELLIGENCE DRIVEN
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
18
Active participants
8,449
Total plan assets
$302.8M
Filings (rows)
18
Direct comp
$372K
Indirect comp
$147K
Aggregating 2 name variants under "INTELLIGENCE DRIVEN"
SERVICES PROVIDED
Advisor / Consultant17
Other1
Top plans served
All 18 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| VANTAGE WEST CREDIT UNION VANTAGE WEST CREDIT UNION 401(K) PLAN | TUCSON, AZ | Advisor / Consultant ADVISOR | 465 | $56.6M | $61K |
| VANTAGE WEST CREDIT UNION VANTAGE WEST CREDIT UNION 401(K) PLAN | TUCSON, AZ | Advisor / Consultant ADVISOR | 490 | $53.0M | $76K |
| QUARTUS ENGINEERING INCORPORATED QUARTUS ENGINEERING 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISORY | 171 | $25.9M | $0 |
| QUARTUS ENGINEERING, INC. QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISORY | 153 | $23.8M | $40K |
| QUARTUS ENGINEERING INCORPORATED QUARTUS ENGINEERING 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISORY | 201 | $22.9M | $0 |
| STRONGHOLD ENGINEERING INC. STRONGHOLD ENGINEERING, INC. 401(K) EMPLOYEE'S PROFIT SHARING PLAN | PERRIS, CA | Advisor / Consultant INVESTMENT ADVISOR | 148 | $20.0M | $23K |
| STRONGHOLD ENGINEERING INC. STRONGHOLD ENGINEERING, INC. 401(K) EMPLOYEE'S PROFIT SHARING PLAN | PERRIS, CA | Advisor / Consultant INVESTMENT ADVISORS | 206 | $19.2M | $33K |
| QUARTUS ENGINEERING INCORPORATED QUARTUS ENGINEERING 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISORY | 153 | $16.2M | $0 |
| IMPERIAL IMPORTS INC. DBA TOYOTA OF SAN BERNARDINO TOYOTA OF SAN BERNARDINO PROFIT SHARING 401(K) PLAN | SAN BERNARDINO, CA | Advisor / Consultant INVESTMENT ADVISOR | 404 | $10.2M | $8K |
| IMPERIAL IMPORTS INC. DBA TOYOTA TOYOTA OF SAN BERNARDINO PROFIT SHARING 401(K) PLAN | SAN BERNARDINO, CA | Other INVESTMENT/FINANCIAL ADVI | 393 | $8.3M | $18K |
| CORE LINEN SERVICES, INC. CORE LINEN SERVICES, INC. 401(K) PLAN | HUNTERSVILLE, NC | Advisor / Consultant ADVISOR | 2,385 | $7.4M | $17K |
| SAN DIEGO CENTER FOR CHILDREN SAN DIEGO CENTER FOR CHILDREN 403(B) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 386 | $7.3M | $6K |
| CERTIFIED FOLDER DISPLAY SERVICE CERTIFIED FOLDER DISPLAY SERVICE, INC. 401(K) PROFIT SHARING PLAN | VISTA, CA | Advisor / Consultant ADVISOR | 106 | $6.3M | $21K |
| CROTHALL LAUNDRY SERVICES INC CROTHALL LAUNDRY SERVICES 401(K) PLAN | HUNTERSVILLE, NC | Advisor / Consultant ADVISOR | 1,314 | $6.0M | $14K |
| CERTIFIED FOLDER DISPLAY SERVICE CERTIFIED FOLDER DISPLAY SERVICE, INC. 401(K) PROFIT SHARING PLAN | VISTA, CA | Advisor / Consultant ADVISOR | 118 | $5.2M | $15K |
| MUM INDUSTRIES, INC. MUM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | MENTOR, OH | Advisor / Consultant ADVISOR | 79 | $4.8M | $13K |
| CROTHALL LAUNDRY SERVICES INC CROTHALL LAUNDRY SERVICES 401(K) PLAN | HUNTERSVILLE, NC | Advisor / Consultant ADVISOR | 1,167 | $4.8M | $11K |
| CERTIFIED FOLDER DISPLAY SERVICE CERTIFIED FOLDER DISPLAY SERVICE, INC. 401(K) PROFIT SHARING PLAN | VISTA, CA | Advisor / Consultant ADVISOR | 110 | $4.8M | $16K |