Rocaton Investment Advisor

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

14,413

Total plan assets

$3.3B

Filings (rows)

Direct comp

$622K

Indirect comp

Showing only "ROCATON INVESTMENT ADVISOR"

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ROCATON INVESTMENT ADVISORS194 ROCATON INVESTMENT ADVISOR5 ROCATON INVESTMENT2 ROCATON INVESTMENT ADVISERS2 ROCATON INVESTMENTS ADVISORS1 ROCATON INVESTMENT ADVISORS LLP1

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Albemarle Corporation Albemarle Corporation Retirement Savings Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	2,139	$960.9M	$111K	$0
Albemarle Corporation Albemarle Corporation Retirement Savings Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	2,532	$898.3M	$143K	$0
Albemarle Corporation Albemarle Corporation Retirement Savings Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	2,058	$853.1M	$197K	$0
Forrester Research Inc. Forrester Research, Inc. 401(k) Plan & Trust · all filings	CAMBRIDGE, MA	Advisor / Consultant	1,238	$320.7M	$72K	$0
La-Z-BOY Incorporated La-Z-BOY Incorporated Retirement Savings Plan · all filings	MONROE, MI	Advisor / Consultant	6,446	$312.6M	$98K	$0