Roosevelt Investments

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

811

Total plan assets

$25.5M

Filings (rows)

Direct comp

$62K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
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