Pointoak Retirement Advisors

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

3,632

Total plan assets

$230.2M

Filings (rows)

Direct comp

$461K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant9

Investment manager6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
M3 USA Corporation M3 USA Corp. 401(k) Profit Sharing Plan and Trust · all filings	FORT WASHINGTON, PA	Advisor / Consultant	642	$58.1M	$55K	$0
M3 USA Corporation M3 USA Corp. 401(k) Profit Sharing Plan and Trust · all filings	FORT WASHINGTON, PA	Advisor / Consultant	655	$46.6M	$52K	$0
M3 USA Corporation M3 USA Corp. 401(k) Profit Sharing Plan and Trust · all filings	FORT WASHINGTON, PA	Advisor / Consultant	677	$29.9M	$52K	$0
Decision Technologies, Inc. Decision Technologies, 401(k) · all filings	ARLINGTON, VA	Investment manager	136	$14.6M	$37K	$0
Decision Technologies, Inc. Decision Technologies, 401(k) · all filings	ARLINGTON, VA	Investment manager	136	$12.1M	$30K	$0
Integrity Management Services, Inc. Integrity Management Services, Inc. 401(k) Plan · all filings	ALEXANDRIA, VA	Advisor / Consultant	98	$10.3M	$33K	$0
Decision Technologies, Inc. Decision Technologies, 401(k) · all filings	ARLINGTON, VA	Investment manager	137	$9.5M	$27K	$0
Integrity Management Services, Inc. Integrity Management Services, Inc. 401(k) Plan · all filings	ALEXANDRIA, VA	Advisor / Consultant	95	$8.7M	$31K	$0
Integrity Management Services, Inc. Integrity Management Services, Inc. 401(k) Plan · all filings	ALEXANDRIA, VA	Advisor / Consultant	91	$7.3M	$28K	$0
RB Properties, Inc. RB Properties, Inc. 401(k) Savings Plan & Trust · all filings	WASHINGTON, DC	Investment manager	275	$6.6M	$29K	$0
Federal Management Systems Inc. Federal Management Systems Inc. 401(k) Plan · all filings	WASHINGTON, DC	Advisor / Consultant	60	$6.1M	$14K	$0
RB Properties, Inc. RB Properties, Inc. 401(k) Savings Plan & Trust · all filings	WASHINGTON, DC	Investment manager	269	$5.6M	$24K	$0
Federal Management Systems Inc. Federal Management Systems Inc. 401(k) Plan · all filings	WASHINGTON, DC	Advisor / Consultant	62	$5.4M	$13K	$0
Federal Management Systems Inc. Federal Management Systems Inc. 401(k) Plan · all filings	WASHINGTON, DC	Advisor / Consultant	69	$4.8M	$13K	$0
RB Properties, Inc. RB Properties, Inc. 401(k) Savings Plan & Trust · all filings	WASHINGTON, DC	Investment manager	230	$4.7M	$24K	$0