25
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
9
Active participants
37,789
Total plan assets
$13.0B
Filings (rows)
9
Direct comp
$74K
Indirect comp
$0
SERVICES PROVIDED
Other8
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| TIAA-CREF LIFECYCLE INDEX 2050 | 3 |
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $12K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 18,477 | $1.6B | $8K |
| RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN | AUSTIN, TX | Other NONE | 1,428 | $1.0B | $7K |
| SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA, CA | Other NONE | 1,073 | $962.1M | $18K |
| RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN | EL SEGUNDO, CA | Other NONE | 1,400 | $843.3M | $6K |
| ORTHOMIDWEST, PLLC ORTHOMIDWEST, PLLC 401(K) RETIREMENT PLAN | ROCKFORD, IL | Other INV ADV, PARTICIPANTS | 1,773 | $190.4M | $7K |
| TRA-MINW, P.S. TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA, WA | Other NONE | 480 | $171.8M | $7K |
| ORTHOMIDWEST, PLLC ORTHOMIDWEST, PLLC 401(K) RETIREMENT PLAN | ROCKFORD, IL | Advisor / Consultant INVESTMENT ADVISORY | 1,611 | $164.3M | $2K |
| TRA-MINW, P.S. TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA, WA | Other NONE | 459 | $149.1M | $6K |