MGO 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
31
Active participants
34,634
Total plan assets
$580.8M
Filings (rows)
31
Direct comp
$709K
Indirect comp
$194K
Aggregating 2 name variants under "MGO INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant27
Other4
Top plans served
All 31 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TSG RESOURCES, INC. THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST | NORTH CANTON, OH | Other INV ADV, NAMED FIDUCIARY | 3,351 | $58.2M | $0 |
| TSG RESOURCES, INC. THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST | NORTH CANTON, OH | Other INV ADV, NAMED FIDUCIARY | 3,542 | $50.4M | $67K |
| QUADAX, INC. QUADAX, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BEACHWOOD, OH | Advisor / Consultant INVESTMENT ADVISOR | 650 | $48.8M | $0 |
| QUADAX, INC. QUADAX, INC. 401(K) PROFIT SHARING PLAN | BEACHWOOD, OH | Advisor / Consultant INVESTMENT ADVISOR | 800 | $37.7M | $55K |
| WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 114 | $35.9M | $23K |
| WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 111 | $35.0M | $22K |
| PACKERS SANITATION SERIVCES, INC. THE PSSI 401(K) PLAN & TRUST | KIELER, WI | Advisor / Consultant ADVISORY | 9,615 | $28.4M | $56K |
| PACKERS SANITATION SERIVCES, INC. THE PSSI 401(K) PLAN & TRUST | KIELER, WI | Advisor / Consultant ADVISORY | 11,966 | $25.8M | $49K |
| COASTAL PET PRODUCTS, INC. COASTAL PET PRODUCTS, INC. 401K PLAN AND TRUST | ALLIANCE, OH | Advisor / Consultant INVESTMENT ADVISOR | 367 | $19.3M | $62K |
| COMBI PACKAGING SYSTEMS, LLC COMBI PACKAGING SYSTEMS, LLC PENSION PLAN | CANTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 145 | $19.0M | $0 |
| PAKO, INC. PAKO, INC. EMPLOYEES' 401(K) PLAN AND TRUST | MENTOR, OH | Advisor / Consultant INVESTMENT ADVISOR | 209 | $18.4M | $0 |
| NATIONAL ASSOCIATION OF COLLEGE STORES NATIONAL ASSOCIATION OF COLLEGE STORES EMPLOYEES TAX DEFERRED SAVINGS PLAN | OBERLIN, OH | Advisor / Consultant INVESTMENT ADVISOR | 82 | $18.3M | $30K |
| COASTAL PET PRODUCTS, INC. COASTAL PET PRODUCTS, INC. 401K PLAN AND TRUST | ALLIANCE, OH | Advisor / Consultant INVESTMENT ADVISOR | 412 | $18.2M | $69K |
| PAKO, INC. PAKO, INC. EMPLOYEES' 401(K) PLAN AND TRUST | MENTOR, OH | Advisor / Consultant INVESTMENT ADVISOR | 214 | $17.8M | $0 |
| PAKO, INC. PAKO, INC. EMPLOYEES' 401(K) PLAN AND TRUST | MENTOR, OH | Advisor / Consultant INVESTMENT ADVISOR | 188 | $16.5M | $14K |
| PROFESSIONAL ELECTRIC PRODUCTS CO. PROFESSIONAL ELECTRIC PRODUCTS CO., INC 401K PROFIT SHARING PLAN | EASTLAKE, OH | Advisor / Consultant INVESTMENT ADVISOR | 184 | $15.7M | $56K |
| NATIONAL ASSOCIATION OF COLLEGE STORES NATIONAL ASSOCIATION OF COLLEGE STORES EMPLOYEES TAX DEFERRED SAVINGS PLAN | OBERLIN, OH | Advisor / Consultant INVESTMENT ADVISOR | 83 | $15.4M | $27K |
| COMBI PACKAGING SYSTEMS, LLC COMBI PACKAGING SYSTEMS, LLC PENSION PLAN | CANTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 138 | $14.5M | $0 |
| COMBI PACKAGING SYSTEMS, LLC COMBI PACKAGING SYSTEMS, LLC PENSION PLAN | CANTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 141 | $13.5M | $27K |
| LAKE BUSINESS PRODUCTS, INC. LAKE BUSINESS PRODUCTS INC. 401(K) PROFIT SHARING PLAN | HIGHLAND HEIGHTS, OH | Other INV ADV, NAMED FIDUCIARY | 109 | $10.2M | $20K |
| LAKE BUSINESS PRODUCTS, INC. LAKE BUSINESS PRODUCTS INC. 401(K) PROFIT SHARING PLAN | HIGHLAND HEIGHTS, OH | Other INV ADV, NAMED FIDUCIARY | 108 | $10.0M | $37K |
| CHEMICAL SERVICES GROUP, INC. CHEMICAL SERVICES GROUP, INC. 401(K) PLAN AND TRUST | MACEDONIA, OH | Advisor / Consultant ADVISORY | 263 | $8.6M | $15K |
| POSITIVE EDUCATION PROGRAM POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 203 | $8.4M | $7K |
| COVERT MANUFACTURING, INC. COVERT MANUFACTURING, INC. EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST | GALION, OH | Advisor / Consultant INVESTMENT ADVISOR | 271 | $7.8M | $0 |
| CHEMICAL SERVICES GROUP, INC. CHEMICAL SERVICES GROUP, INC. 401(K) PLAN AND TRUST | MACEDONIA, OH | Advisor / Consultant ADVISORY | 355 | $7.5M | $18K |
| COVERT MANUFACTURING, INC. COVERT MANUFACTURING, INC. EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST | GALION, OH | Advisor / Consultant INVESTMENT ADVISOR | 254 | $7.3M | $5K |
| STRANG CORPORATION STRANG CORPORATION 401(K) PROFIT SHARING PLAN | CLEVELAND, OH | Advisor / Consultant ADVISOR | 291 | $5.9M | $0 |
| STRANG CORPORATION STRANG CORPORATION 401(K) PROFIT SHARING PLAN | CLEVELAND, OH | Advisor / Consultant ADVISOR | 277 | $4.6M | $3K |
| MIDWEST ACOUST-A-FIBER, INC. MIDWEST ACOUST-A-FIBER, INC. 401K PROFIT SHARING PLAN & TRUST | DELAWARE, OH | Advisor / Consultant INVESTMENT ADVISOR | 191 | $3.8M | $6K |
| H&M ACQUISITIONS, LLC OHIO MOTORCYCLE GROUP 401(K) PROFIT SHARING PLAN AND TRUST | DOVER, OH | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $8K |
| PROFESSIONAL ELECTRIC PRODUCTS CO. PROFESSIONAL ELECTRIC PRODUCTS CO., INC 401K PROFIT SHARING PLAN | EASTLAKE, OH | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $33K |