STRATEGIC ADVISERS
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
14
Active participants
219,288
Total plan assets
$34.5B
Filings (rows)
14
Direct comp
$4.2M
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant8
Other6
Top plans served
All 14 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) QACA PLAN | RESTON, VA | Other INV ADV TO PARTICIPANTS | 28,117 | $7.9B | $1.0M |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) QACA PLAN | RESTON, VA | Other INV ADV TO PARTICIPANTS | 27,525 | $7.3B | $870K |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 4.0 | RESTON, VA | Other INV ADV TO PARTICIPANTS | 31,038 | $6.4B | $527K |
| BETH ISRAEL LAHEY HEALTH BETH ISRAEL LAHEY 403(B) RETIREMENT SAVINGS PLAN | BOSTON, MA | Advisor / Consultant INV ADVISOR | 39,601 | $3.5B | $231K |
| BETH ISRAEL DEACONESS MEDICAL CENTER BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN | BOSTON, MA | Advisor / Consultant INV ADVISOR | 33,591 | $2.4B | $68K |
| THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON, VT | Advisor / Consultant INVESTMENT ADVISORY | 13,241 | $2.2B | $368K |
| THE UNIVERSITY OF VERMONT MEDICAL CENTER THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON, VT | Advisor / Consultant INVESTMENT ADVISORY | 12,486 | $2.0B | $319K |
| THE UNIVERSITY OF VERMONT MEDICAL CENTER THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON, VT | Advisor / Consultant INVESTMENT ADVISORY | 11,162 | $1.6B | $239K |
| VOLVO CAR USA LLC VOLVO CARS EMPLOYEES' SAVINGS TRUST PLAN | MAHWAH, NJ | Other NONE KNOWN | 3,218 | $325.6M | $180K |
| BETH ISRAEL DEACONESS MEDICAL CENTER BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN | BOSTON, MA | Advisor / Consultant INV ADVISOR | 13,981 | $314.1M | $58K |
| VOLVO CAR USA LLC VOLVO CARS EMPLOYEES' SAVINGS TRUST PLAN | MAHWAH, NJ | Other NONE KNOWN | 2,811 | $272.2M | $149K |
| VOLVO CAR USA LLC VOLVO CARS EMPLOYEES' SAVINGS TRUST PLAN | MAHWAH, NJ | Other NONE KNOWN | 2,331 | $227.8M | $138K |
| ELECTRONICS RESEARCH, INC. ELECTRONICS RESEARCH, INC. PROFIT SHARING PLAN | CHANDLER, IN | Advisor / Consultant ADVISOR | 98 | $14.0M | $24K |
| SCARINCI & HOLLENBECK, LLC SCARINCI & HOLLENBECK, LLC 401(K) PLAN | LITTLE FALLS, NJ | Advisor / Consultant ADVISOR | 88 | $11.5M | $6K |