Investment Planning Advisors

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

557

Total plan assets

$104.3M

Filings (rows)

Direct comp

$7K

Indirect comp

Showing only "INVESTMENT PLANNING ADVISORS"

View all 2 variants aggregated →

INVESTMENT PLANNING ASSOCIATES1 INVESTMENT PLANNING ADVISORS1

SERVICES PROVIDED

Investment manager1

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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