Investment Advisory

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

704

Total plan assets

$95.3M

Filings (rows)

Direct comp

$135K

Indirect comp

Aggregating 2 name variants under "INVESTMENT ADVISORY"

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INVESTMENT ADVISORY OPERATIONS3 INVESTMENT ADVISORY1

SERVICES PROVIDED

Advisor / Consultant3

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
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
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
Torotel Products, Inc. Torotel Products, Inc. 401(k) Savings Plan · all filings	OLATHE, KS	Investment manager	0	$0	$172	$0