Roosevelt 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

Active participants

68,992

Total plan assets

$14.6B

Filings (rows)

Direct comp

$250K

Indirect comp

Aggregating 2 name variants under "ROOSEVELT INVESTMENT"

Click a variant to view it alone

ROOSEVELT INVESTMENT GROUP4 ROOSEVELT INVESTMENTS2

SERVICES PROVIDED

Advisor / Consultant4

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	34,203	$8.0B	$15K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	33,913	$6.6B	$19K	$0
AABR, Inc. AABR, Inc. 403(b) Thrift Plan · all filings	COLLEGE POINT, NY	Advisor / Consultant	358	$13.2M	$51K	$0
AABR, Inc. AABR, Inc. 403(b) Thrift Plan · all filings	COLLEGE POINT, NY	Advisor / Consultant	453	$12.3M	$11K	$0
AABR, Inc. AABR, Inc. Pension Plan · all filings	COLLEGE POINT, NY	Other service providers	29	$8.7M	$63K	$0
AABR, Inc. AABR, Inc. Pension Plan · all filings	COLLEGE POINT, NY	Other service providers	36	$7.6M	$91K	$0