Investment Planning

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

649

Total plan assets

$104.3M

Filings (rows)

Direct comp

$24K

Indirect comp

Aggregating 2 name variants under "INVESTMENT PLANNING"

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INVESTMENT PLANNING ADVISORS1 INVESTMENT PLANNING ASSOCIATES1

SERVICES PROVIDED

Investment manager1

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Hometrust Bancshares, Inc. Hometrust Bank KSOP Plan · all filings	ASHEVILLE, NC	Investment manager	557	$104.3M	$7K	$0
Lochmandy Motor Sales Inc. The Lochmandy Group · all filings	ELKHART, IN	Other service providers	92	—	$18K	$0