Investment Research

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

16,915

Total plan assets

$1.0B

Filings (rows)

Direct comp

$209K

Indirect comp

Showing only "INVESTMENT RESEARCH"

View all 15 variants aggregated →

INVESTMENT RESEARCH & ADVISORY13 INVESTMENT RESEARCH & AD10 INVESTMENT RESEARCH & ADVISORY GROU10 INVESTMENT RESEARCH & ADV GROUP7 INVESTMENT RESEARCH & ADVISORY GRO6 INVESTMENT RESEARCH5

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sonic Automotive, Inc. Sonic Automotive, Inc. 401(k) Plan & Trust · all filings	CHARLOTTE, NC	Advisor / Consultant	8,228	$491.0M	$70K	$0
Sonic Automotive, Inc. Sonic Automotive, Inc. 401(k) Plan & Trust · all filings	CHARLOTTE, NC	Advisor / Consultant	7,819	$424.4M	$70K	$0
SHF Holdings, Inc. Summit Hill Foods, Inc. 401(k) Plan · all filings	ROME, GA	Advisor / Consultant	248	$35.1M	$31K	$0
Phoenix Air Group, Inc. Phoenix Air Group, Inc. 401(k) Plan · all filings	CARTERSVILLE, GA	Advisor / Consultant	308	$26.9M	$20K	$0
Phoenix Air Group, Inc. Phoenix Air Group, Inc. 401(k) Plan · all filings	CARTERSVILLE, GA	Advisor / Consultant	312	$23.3M	$19K	$0