Saratoga Research & 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

298

Total plan assets

$118.2M

Filings (rows)

Direct comp

$107K

Indirect comp

Showing only "SARATOGA RESEARCH & INVESTMENT"

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SARATOGA RESEARCH & INVESTMENT MMGT3 SARATOGA RESEARCH & INVESTMENT3

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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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
Newmeyer & Dillion, LLP Newmeyer & Dillion Employee 401(k) Savings Plan · all filings	NEWPORT BEACH, CA	Advisor / Consultant	99	$34.5M	$34K	$0