Strategic Capital Investmnt Advisor

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

7,807

Total plan assets

$276.7M

Filings (rows)

Direct comp

$128K

Indirect comp

Showing only "STRATEGIC CAPITAL INVESTMNT ADVISOR"

View all 22 variants aggregated →

STRATEGIC CAPITAL INVESTMENT ADVISO76 STRATEGIC CAPITAL INV ADVISORS40 STRATEGIC CAPITAL INVESTMENT ADV32 STRATEGIC CAPITAL30 STRATEGIC CAPITAL INVESTMENT21 STRATEGIC CAPITAL INVEST ADVISORS20 STRATEGIC CAPITAL ADVISORS

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Intl Union of Operating Engrs Local Unions 181 320 Welfare Trust Intl Union of Operating Engrs Local Unions 181, 320 Welfare Trust Fund · all filings	HENDERSON, KY	Investment manager	2,586	$96.8M	$44K	$0
Intl Union of Operating Engrs Local Unions 181 320 Welfare Trust Intl Union of Operating Engrs Local Unions 181, 320 Welfare Trust Fund · all filings	HENDERSON, KY	Investment manager	2,665	$93.1M	$43K	$0
Intl Union of Operating Engrs Local Unions 181 320 Welfare Trust Intl Union of Operating Engrs Local Unions 181, 320 Welfare Trust Fund · all filings	HENDERSON, KY	Investment manager	2,556	$86.8M	$42K	$0