Investment Research & ADV GRP in

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

19,208

Total plan assets

$1.9B

Filings (rows)

Direct comp

$105K

Indirect comp

Showing only "INVESTMENT RESEARCH & ADV GRP IN"

View all 15 variants aggregated →

INVESTMENT RESEARCH & ADVISORY13 INVESTMENT RESEARCH & ADVISORY GROU11 INVESTMENT RESEARCH & AD10 INVESTMENT RESEARCH & ADV GROUP7 INVESTMENT RESEARCH & ADVISORY GRO6 INVESTMENT RESEARCH5

SERVICES PROVIDED

Data / Research / Other vendors2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Health First Shared Services, Inc. Health First Retirement Savings Plan · all filings	MELBOURNE, FL	Data / Research / Other vendors	9,930	$1.0B	$70K	$0
Health First Shared Services, Inc. Health First Retirement Savings Plan · all filings	MELBOURNE, FL	Data / Research / Other vendors	9,278	$903.0M	$35K	$0