Investment Advisor

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

3,875

Total plan assets

$467.6M

Filings (rows)

Direct comp

$1.0M

Indirect comp

$4K

Aggregating 7 name variants under "INVESTMENT ADVISOR"

Click a variant to view it alone

INVESTMENT ADVISOR OPERATIONS6 INVESTMENT ADVISORS4 INVESTMENT ADVISOR3 INVESTMENT ADVISORY OPERATIONS3 INVESTMENT ADVISORY1 INVESTMENT ADVISOR OPS1 INVESTMENT ADVISOR OPERA1

SERVICES PROVIDED

Advisor / Consultant12

Investment manager7

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Vanir Group of Companies, Inc. The Vanir 401(k) Plan · all filings	SACRAMENTO, CA	Advisor / Consultant	300	$55.5M	$234K	$0
Vanir Group of Companies, Inc. The Vanir 401(k) Plan · all filings	SACRAMENTO, CA	Advisor / Consultant	347	$49.6M	$195K	$0
Vanir Group of Companies, Inc. The Vanir 401(k) Plan · all filings	SACRAMENTO, CA	Advisor / Consultant	305	$42.6M	$202K	$0
Crista Ministries Crista Ministries 403(b) Savings Plan · all filings	SHORELINE, WA	Investment manager	800	$41.2M	$16K	$0
Orthopedic and Sports Physical Therapy Associates, Inc. Ospta 401(k) Safe Harbor Plan · all filings	ROSTRAVER TOWNSHIP, PA	Advisor / Consultant	238	$37.1M	$45K	$0
Orthopedic and Sports Physical Therapy Associates, Inc. Ospta 401(k) Safe Harbor Plan · all filings	ROSTRAVER TOWNSHIP, PA	Advisor / Consultant	230	$31.7M	$45K	$0
The People-to-People Foundation, Inc. Project Hope Health Sciences ED The People-to-People Health Foundation, Inc. Pension Plan · all filings	WASHINGTON, DC	Advisor / Consultant	12	$26.5M	$55K	$0
Orthopedic and Sports Physical Therapy Associates, Inc. Ospta 401(k) Safe Harbor Plan · all filings	ROSTRAVER TOWNSHIP, PA	Advisor / Consultant	236	$26.5M	$45K	$0
The People-to-People Foundation, Inc. Project Hope Health Sciences ED The People-to-People Health Foundation, Inc. Pension Plan · all filings	WASHINGTON, DC	Advisor / Consultant	14	$26.4M	$50K	$0
The People-to-People Foundation, Inc. Project Hope Health Sciences ED The People-to-People Health Foundation, Inc. Pension Plan · all filings	WASHINGTON, DC	Advisor / Consultant	16	$25.0M	$54K	$0
SEIU Local 1021 SEIU Local 1021 Retirement Savings Plan · all filings	OAKLAND, CA	Investment manager	165	$21.0M	$5K	$0
ICOM America, Inc. ICOM America, Inc. Profit Sharing and 401(k) Plan and Trust · all filings	KIRKLAND, WA	Investment manager	92	$17.8M	$885	$0
ICOM America, Inc. ICOM America, Inc. Profit Sharing and 401(k) Plan and Trust · all filings	KIRKLAND, WA	Investment manager	91	$17.8M	$2K	$0
ICOM America, Inc. ICOM America, Inc. Profit Sharing and 401(k) Plan and Trust · all filings	KIRKLAND, WA	Investment manager	95	$15.7M	$2K	$0
Continuant, Inc. Continuant, Inc. 401(k) Plan · all filings	FIFE, WA	Investment manager	223	$11.4M	$21K	$0
Continuant, Inc. Continuant, Inc. 401(k) Plan · all filings	FIFE, WA	Advisor / Consultant	241	$9.7M	$18K	$0
Continuant, Inc. Continuant, Inc. 401(k) Plan · all filings	FIFE, WA	Advisor / Consultant	275	$9.3M	$14K	$4K
Iowa JOBS for America's Graduates, Inc. IJAG 401(k) Profit Sharing Plan · all filings	DES MOINES, IA	Advisor / Consultant	195	$2.8M	$12K	$9
Torotel Products, Inc. Torotel Products, Inc. 401(k) Savings Plan · all filings	OLATHE, KS	Investment manager	0	$0	$172	$0