· 2022–2024 · DOL EFAST2
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Portfolio Evaluations in — Form 5500 Service Provider Profile | Form 5500 Search
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Portfolio Evaluations in
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
1
Active participants
33
Total plan assets
$18.7M
Filings (rows)
1
Direct comp
$30K
Indirect comp
$0
Showing only "PORTFOLIO EVALUATIONS IN"
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PORTFOLIO EVALUATIONS
78
PORTFOLIO EVALUATIONS IN
1
PORTFOLIO EVALUATIONS I
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Kantar LLC
NFO Research, Inc. Pension Plan ·
all filings
NEW YORK, NY
Advisor / Consultant
33
$18.7M
$30K
$0