M Group Investment Advisor

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

1,553

Total plan assets

$156.0M

Filings (rows)

Direct comp

$483K

Indirect comp

Showing only "M GROUP INVESTMENT ADVISOR"

View all 6 variants aggregated →

M GROUP INVESTMENT ADVISOR12 M GROUP INVESTMENT ADVISORS7 M GROUP4 M GROUP INVESTMENT ADVISORY2 M GROUP INVESTMENT ADIVSOR1 M GROUP INVESTMENTS ADVISOR1

SERVICES PROVIDED

Investment manager9

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Mortgage Express, LLC Mortgage Express, LLC 401(k) Profit Sharing Plan · all filings	PORTLAND, OR	Investment manager	117	$20.5M	$68K	$0
Rogue Valley Physicians, P.C. Rogue Valley Physicians, P.C. 401(k) Plan · all filings	MEDFORD, OR	Investment manager	92	$20.4M	$45K	$0
Rogue Valley Physicians, P.C. Rogue Valley Physicians, P.C. 401(k) Plan · all filings	MEDFORD, OR	Investment manager	99	$20.0M	$45K	$0
Rogue Valley Physicians, P.C. Rogue Valley Physicians, P.C. 401(k) Plan · all filings	MEDFORD, OR	Investment manager	97	$18.6M	$45K	$0
Mortgage Express, LLC Mortgage Express, LLC 401(k) Profit Sharing Plan · all filings	PORTLAND, OR	Investment manager	106	$18.0M	$55K	$0
Mortgage Express, LLC Mortgage Express LLC 401(k) Profit Sharing Plan · all filings	PORTLAND, OR	Investment manager	111	$14.9M	$53K	$0
Faber Construction, Inc. Faber Construction, Inc. 401(k) Plan · all filings	LYNDEN, WA	Investment manager	155	$11.6M	$43K	$0
Faber Construction, Inc. Faber Construction, Inc. 401(k) Plan · all filings	LYNDEN, WA	Investment manager	142	$9.2M	$36K	$0
Faber Construction, Inc. Faber Construction, Inc. 401(k) Plan · all filings	LYNDEN, WA	Investment manager	105	$6.3M	$28K	$0
Swank Enterprises Inc. Swank Enterprises Inc. Davis-Bacon Pension Plan and Trust · all filings	VALIER, MT	Advisor / Consultant	169	$5.9M	$23K	$0
Swank Enterprises Inc. Swank Enterprises Inc. Davis-Bacon Pension Plan and Trust · all filings	VALIER, MT	Advisor / Consultant	156	$5.6M	$21K	$0
Swank Enterprises Inc. Swank Enterprises Inc. Davis-Bacon Pension Plan and Trust · all filings	VALIER, MT	Advisor / Consultant	204	$5.0M	$22K	$0