Saratoga Research

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

612

Total plan assets

$225.9M

Filings (rows)

Direct comp

$223K

Indirect comp

Aggregating 2 name variants under "SARATOGA RESEARCH"

Click a variant to view it alone

SARATOGA RESEARCH & INVESTMENT MMGT3 SARATOGA RESEARCH & INVESTMENT3

SERVICES PROVIDED

Advisor / Consultant6

Prospecting the plans that use Saratoga Research?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Newmeyer & Dillion, LLP Newmeyer & Dillion Employee 401(k) Savings Plan · all filings	NEWPORT BEACH, CA	Advisor / Consultant	97	$43.5M	$38K	$0
Newmeyer & Dillion, LLP Newmeyer & Dillion Employee 401(k) Savings Plan · all filings	NEWPORT BEACH, CA	Advisor / Consultant	102	$40.1M	$35K	$0
Blach Construction Company Blach Construction Company Retirement Plan · all filings	SAN JOSE, CA	Advisor / Consultant	101	$38.8M	$18K	$0
Blach Construction Company Blach Construction Company Retirement Plan · all filings	SAN JOSE, CA	Advisor / Consultant	111	$37.3M	$52K	$0
Newmeyer & Dillion, LLP Newmeyer & Dillion Employee 401(k) Savings Plan · all filings	NEWPORT BEACH, CA	Advisor / Consultant	99	$34.5M	$34K	$0
Blach Construction Company Blach Construction Company Retirement Plan · all filings	SAN JOSE, CA	Advisor / Consultant	102	$31.6M	$47K	$0