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
15
Active participants
3,632
Total plan assets
$230.2M
Filings (rows)
15
Direct comp
$461K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant9
Other6
Top plans served
All 15 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| M3 USA CORPORATION M3 USA CORP 401(K) PROFIT SHARING PLAN AND TRUST | FORT WASHINGTON, PA | Advisor / Consultant INVESTMENT ADVISORY | 642 | $58.1M | $55K |
| M3 USA CORPORATION M3 USA CORP 401(K) PROFIT SHARING PLAN AND TRUST | FORT WASHINGTON, PA | Advisor / Consultant INVESTMENT ADVISORY | 655 | $46.6M | $52K |
| M3 USA CORPORATION M3 USA CORP 401(K) PROFIT SHARING PLAN AND TRUST | FORT WASHINGTON, PA | Advisor / Consultant INVESTMENT ADVISORY | 677 | $29.9M | $52K |
| DECISION TECHNOLOGIES, INC. DECISION TECHNOLOGIES, 401(K) | ARLINGTON, VA | Other INVESTMENT/FINANCIAL ADVI | 136 | $14.6M | $37K |
| DECISION TECHNOLOGIES, INC. DECISION TECHNOLOGIES, 401(K) | ARLINGTON, VA | Other INVESTMENT/FINANCIAL ADVI | 136 | $12.1M | $30K |
| INTEGRITY MANAGEMENT SERVICES, INC. INTEGRITY MANAGEMENT SERVICES, INC. 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISOR | 98 | $10.3M | $33K |
| DECISION TECHNOLOGIES, INC. DECISION TECHNOLOGIES, 401(K) | ARLINGTON, VA | Other INVESTMENT/FINANCIAL ADVI | 137 | $9.5M | $27K |
| INTEGRITY MANAGEMENT SERVICES, INC. INTEGRITY MANAGEMENT SERVICES, INC. 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISOR | 95 | $8.7M | $31K |
| INTEGRITY MANAGEMENT SERVICES, INC. INTEGRITY MANAGEMENT SERVICES, INC. 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISOR | 91 | $7.3M | $28K |
| RB PROPERTIES, INC. RB PROPERTIES, INC. 401(K) SAVINGS PLAN & TRUST | WASHINGTON, DC | Other INVESTMENT/FINANCIAL ADVI | 275 | $6.6M | $29K |
| FEDERAL MANAGEMENT SYSTEMS INC. FEDERAL MANAGEMENT SYSTEMS INC. 401(K) PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISOR | 60 | $6.1M | $14K |
| RB PROPERTIES, INC. RB PROPERTIES, INC. 401(K) SAVINGS PLAN & TRUST | WASHINGTON, DC | Other INVESTMENT/FINANCIAL ADVI | 269 | $5.6M | $24K |
| FEDERAL MANAGEMENT SYSTEMS INC. FEDERAL MANAGEMENT SYSTEMS INC. 401(K) PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISOR | 62 | $5.4M | $13K |
| FEDERAL MANAGEMENT SYSTEMS INC. FEDERAL MANAGEMENT SYSTEMS INC. 401(K) PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISOR | 69 | $4.8M | $13K |
| RB PROPERTIES, INC. RB PROPERTIES, INC. 401(K) SAVINGS PLAN & TRUST | WASHINGTON, DC | Other INVESTMENT/FINANCIAL ADVI | 230 | $4.7M | $24K |