Investment Planners

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

2,066

Total plan assets

$121.6M

Filings (rows)

Direct comp

$111K

Indirect comp

$191K

SERVICES PROVIDED

Advisor / Consultant10

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Software Solutions Integrated, LLC Software Solutions Integrated, LLC 401(k) Plan · all filings	SHELBYVILLE, IL	Advisor / Consultant	178	$22.2M	$43K	$0
Software Solutions Integrated, LLC Software Solutions Integrated, LLC 401(k) Plan · all filings	SHELBYVILLE, IL	Advisor / Consultant	161	$17.8M	$34K	$0
Kevane Grant Thornton, LLP Kevane Grant Thornton Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	170	$14.6M	$0	$47K
Software Solutions Integrated, LLC Software Solutions Integrated, LLC 401(k) Plan · all filings	SHELBYVILLE, IL	Advisor / Consultant	148	$14.1M	$33K	$0
Cossma, Inc. Cossma, Inc. Retirement Plan · all filings	CIDRA, PR	Advisor / Consultant	353	$12.6M	$0	$25K
Kevane Grant Thornton, LLP Kevane Grant Thornton Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	155	$12.2M	$0	$38K
Cossma, Inc. Cossma, Inc. Retirement Plan · all filings	CIDRA, PR	Advisor / Consultant	357	$9.8M	$0	$19K
Kevane Grant Thornton, LLP Kevane Grant Thornton Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	138	$9.8M	$0	$35K
Macon Resources Inc. Macon Resources Inc. Retirement Savings Plan · all filings	DECATUR, IL	Advisor / Consultant	199	$4.5M	$0	$15K
Macon Resources Inc. Macon Resources Inc. Retirement Savings Plan · all filings	DECATUR, IL	Advisor / Consultant	207	$4.0M	$0	$12K