Investment Research & Mgmt

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

628

Total plan assets

$171.5M

Filings (rows)

Direct comp

$298K

Indirect comp

Showing only "INVESTMENT RESEARCH & MGMT"

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 INVESTMENT RESEARCH & ADVISORY GRP

SERVICES PROVIDED

Data / Research / Other vendors2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Keurig Dr Pepper Inc. Dr Pepper Snapple Group, Inc. Personal Pension Account Plan · all filings	FRISCO, TX	Data / Research / Other vendors	331	$87.3M	$155K	$0
Keurig Dr Pepper Inc. Dr Pepper Snapple Group, Inc. Personal Pension Account Plan · all filings	FRISCO, TX	Data / Research / Other vendors	297	$84.2M	$143K	$0