SCHARF 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
10
Active participants
18,047
Total plan assets
$843.1M
Filings (rows)
10
Direct comp
$1.1M
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant10
Top plans served
All 10 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MATSON, INC. RETIREMENT PLAN FOR EMPLOYEES OF MATSON | WALNUT CREEK, CA | Advisor / Consultant INVESTMENT MANAGER | 753 | $242.3M | $44K |
| MATSON, INC. RETIREMENT PLAN FOR EMPLOYEES OF MATSON | OAKLAND, CA | Advisor / Consultant INVESTMENT MANAGER | 729 | $231.3M | $75K |
| MATSON, INC. MATSON RETIREMENT AND PENSION TRUST | WALNUT CREEK, CA | Advisor / Consultant INVESTMENT MANAGER | — | $215.4M | $79K |
| ALTRIA CLIENT SERVICES LLC LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES | RICHMOND, VA | Advisor / Consultant INVESTMENT MANAGER | 4,231 | $29.1M | $131K |
| ALTRIA CLIENT SERVICES LLC LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES | RICHMOND, VA | Advisor / Consultant INVESTMENT MANAGER | 4,030 | $28.9M | $161K |
| ALTRIA CLIENT SERVICES LLC LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES | RICHMOND, VA | Advisor / Consultant INVESTMENT MANAGER | 1,422 | $26.7M | $150K |
| ALTRIA CLIENT SERVICES LLC LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES | RICHMOND, VA | Advisor / Consultant INVESTMENT MANAGER | 4,193 | $24.8M | $122K |
| ALTRIA CLIENT SERVICES LLC LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES | RICHMOND, VA | Advisor / Consultant INVESTMENT MANAGER | 1,396 | $24.3M | $131K |
| ALTRIA CLIENT SERVICES LLC LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES | RICHMOND, VA | Advisor / Consultant INVESTMENT MANAGER | 1,293 | $20.3M | $118K |
| MATSON, INC. MATSON RETIREMENT AND PENSION TRUST | WALNUT CREEK, CA | Advisor / Consultant INVESTMENT MANAGER | — | $0 | $75K |