Zephyr Investment Management

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

3,925

Total plan assets

$470.0M

Filings (rows)

Direct comp

$381K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Blackline Inc. Blackline Systems, Inc. 401(k) Profit Sharing Plan · all filings	WOODLAND HILLS, CA	Advisor / Consultant	1,106	$184.0M	$61K	$0
Blackline Inc. Blackline Systems, Inc. 401(k) Profit Sharing Plan · all filings	WOODLAND HILLS, CA	Advisor / Consultant	1,095	$147.0M	$123K	$0
Blackline Inc. Blackline Systems, Inc. 401(k) Profit Sharing Plan · all filings	WOODLAND HILLS, CA	Advisor / Consultant	1,185	$110.9M	$125K	$0
Jewish Family Service of Los Angeles Jewish Family Service of Los Angeles 401 (K) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	169	$10.0M	$26K	$0
Jewish Family Service of Los Angeles Jewish Family Service of Los Angeles 401 (K) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	185	$9.6M	$36K	$0
Jewish Family Service of Los Angeles Jewish Family Service of Los Angeles 401 (K) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	185	$8.4M	$8K	$0