Schechter Investment Advisors

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

1,568

Total plan assets

$16.8M

Filings (rows)

Direct comp

$11K

Indirect comp

$20K

SERVICES PROVIDED

Advisor / Consultant1

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Princeton Acquisition, LLC Princeton Acquisition, LLC 401(k) Plan · all filings	SOUTHFIELD, MI	Advisor / Consultant	578	$9.3M	$0	$20K
Cirkul, Inc. Cirkul 401(k) Plan · all filings	TAMPA, FL	Investment manager	990	$7.5M	$11K	$0