MCCAULEY INVESTMENT

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

457

Total plan assets

$20.7M

Filings (rows)

Direct comp

$39K

Indirect comp

Aggregating 2 name variants under "MCCAULEY INVESTMENT"

MCCAULEY INVESTMENT ADVISORS2 MCCAULEY INVESTMENT ADVISORY1

SERVICES PROVIDED

Advisor / Consultant2

Other1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SOUTHEAST VALLEY GASTROENTEROLOGY CONSULTANTS, P.C. SOUTHEAST VALLEY GASTROENTEROLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN	CHANDLER, AZ	Advisor / Consultant INVESTMENT ADVISOR	81	$10.2M	$17K
SOUTHEAST VALLEY GASTROENTEROLOGY CONSULTANTS, P.C. SOUTHEAST VALLEY GASTROENTEROLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN	CHANDLER, AZ	Advisor / Consultant INVESTMENT ADVISOR	76	$8.4M	$16K