Form 5500 Search

401K 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
105
Active participants
46,186
Total plan assets
$2.6B
Filings (rows)
105
Direct comp
$2.8M
Indirect comp
$125K

SERVICES PROVIDED

Other95
Advisor / Consultant9
TPA / Administrator1

Top plans served

All 105 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
LG ELECTRONICS USA, INC.
LG ELECTRONICS RETIREMENT PLAN
ENGLEWOOD CLIFFS, NJ
Advisor / Consultant
INVESTMENT ADVISOR
2,987$330.6M$84K
NATIONAL CONSUMER COOPERATIVE BANK
NATIONAL CONSUMER COOPERATIVE BANK RETIREMENT AND 401(K) PLAN
ARLINGTON, VA
TPA / Administrator
PLAN ADMINISTRATOR
343$156.1M$44K
SMURFIT KAPPA NORTH AMERICA LLC
SMURFIT KAPPA NORTH AMERICA 401(K)/PROFIT SHARING PLAN
IRVING, TX
Advisor / Consultant
CONSULTANT
1,213$117.8M$23K
D'ADDARIO & COMPANY, INC.
D'ADDARIO & COMPANY, INC. 401(K) PLAN
FARMINGDALE, NY
Advisor / Consultant
INVESTMENT ADVISORY
934$99.5M$0
SMURFIT KAPPA NORTH AMERICA LLC
SMURFIT KAPPA NORTH AMERICA 401(K)/PROFIT SHARING PLAN
IRVING, TX
Advisor / Consultant
INVESTMENT ADVISOR
1,076$93.4M$23K
THE GOODMAN GROUP, INC.
THE GOODMAN GROUP, ITS MEMBERS & AFFIL. RETIREMENT SAVINGS PLAN
CHASKA, MN
Other
INVESTMENT/FINANCIAL ADVI
3,652$79.5M$52K
MORGAN PROPERTIES PAYROLL SVCS
MORGAN PROPERTIES 401(K) PLAN
CONSHOHOCKEN, PA
Other
INVESTMENT/FINANCIAL ADVI
2,916$78.0M$14K
THE GOODMAN GROUP, INC.
THE GOODMAN GROUP, ITS MEMBERS & AFFIL. RETIREMENT SAVINGS PLAN
CHASKA, MN
Other
INVESTMENT/FINANCIAL ADVI
3,389$69.9M$48K
EVA AIRWAYS CORP.
EVA AIRWAYS CORPORATION 401(K) PROFIT SHARING PLAN
EL SEGUNDO, CA
Advisor / Consultant
INVESTMENT ADVISOR
245$58.1M$10K
THE GOODMAN GROUP, INC.
THE GOODMAN GROUP, ITS MEMBERS & AFFIL. RETIREMENT SAVINGS PLAN
CHASKA, MN
Other
INVESTMENT/FINANCIAL ADVI
3,112$57.7M$59K
MUTUAL OF OMAHA MORTGAGE, INC.
MUTUAL OF OMAHA MORTGAGE 401(K) PLAN
SAN DIEGO, CA
Other
INVESTMENT/FINANCIAL ADVI
1,215$54.1M$41K
THE CALIFORNIA ENDOWMENT
THE CALIFORNIA ENDOWMENT 401(K)
LOS ANGELES, CA
Advisor / Consultant
INVESTMENT ADVISORS
143$44.9M$0
VIRGIN ATLANTIC AIRWAYS, LTD.
VIRGIN ATLANTIC AIRWAYS, LTD. 401(K) RETIREMENT SAVINGS PLAN
ATLANTA, GA
Other
INVESTMENT/FINANCIAL ADVI
104$41.0M$35K
MUTUAL OF OMAHA MORTGAGE, INC.
MUTUAL OF OMAHA MORTGAGE 401(K) PLAN
SAN DIEGO, CA
Other
INVESTMENT/FINANCIAL ADVI
1,103$40.8M$71K
DANIEL G. SCHUSTER, LLC
DANIEL G. SCHUSTER LLC 401(K) SALARY REDUCTION PLAN
OWINGS MILLS, MD
Other
INVESTMENT FINANCIAL ADV
1,266$40.1M$8K
VIRGIN ATLANTIC AIRWAYS, LTD.
VIRGIN ATLANTIC AIRWAYS, LTD. 401(K) RETIREMENT SAVINGS PLAN
ATLANTA, GA
Other
INVESTMENT/FINANCIAL ADVI
88$38.9M$35K
INTEGRICHAIN, INC.
INTEGRICHAIN, INC. 401(K) PLAN
PHILADELPHIA, PA
Other
INVESTMENT/FINANCIAL ADVI
396$36.7M$46K
AMERICOLD LOGISTICS
AMERICOLD RETIREMENT INCOME PLAN
ATLANTA, GA
Advisor / Consultant
INVESTMENT MANAGEMENT
436$35.0M$0
VIRGIN ATLANTIC AIRWAYS, LTD.
VIRGIN ATLANTIC AIRWAYS, LTD. 401(K) RETIREMENT SAVINGS PLAN
ATLANTA, GA
Other
INVESTMENT/FINANCIAL ADVI
85$34.8M$35K
OUTSET MEDICAL, INC.
OUTSET MEDICAL 401(K) PLAN
SAN JOSE, CA
Other
INVESTMENT/FINANCIAL ADVI
342$33.8M$63K
OUTSET MEDICAL, INC.
OUTSET MEDICAL 401(K) PLAN
SAN JOSE, CA
Other
INVESTMENT/FINANCIAL ADVI
477$30.0M$48K
SOFTRAMS, LLC
SOFTRAMS, LLC 401(K) P/S PLAN
LEESBURG, VA
Other
INVESTMENT/FINANCIAL ADVI
509$29.5M$57K
INTEGRICHAIN, INC.
INTEGRICHAIN, INC. 401(K) PLAN
PHILADELPHIA, PA
Other
INVESTMENT/FINANCIAL ADVI
358$27.6M$34K
PMC, LLC
POTAMKIN RETIREMENT PLAN
HIALEAH, FL
Other
INVESTMENT/FINANCIAL ADVI
542$27.3M$67K
PMC, LLC
POTAMKIN RETIREMENT PLAN
HIALEAH, FL
Other
INVESTMENT/FINANCIAL ADVI
486$27.0M$121K
AMERICOLD LOGISTICS, LLC
AMERICOLD NATIONAL SERVICE RELATED PENSION PLAN
ATLANTA, GA
Advisor / Consultant
INVESTMENT MANAGEMENT
55$27.0M$0
FEDERAL DATA HOLDINGS LLC
FEDERAL DATA HOLDINGS LLC 401(K) PLAN
ANNAPOLIS JUNCTION, MD
Other
INVESTMENT/FINANCIAL ADVI
195$24.4M$40K
PMC, LLC
POTAMKIN RETIREMENT PLAN
HIALEAH, FL
Other
INVESTMENT/FINANCIAL ADVI
587$23.0M$58K
FEDDATA HOLDINGS LLC
FEDDATA HOLDINGS LLC 401(K) PLAN
ANNAPOLIS JUNCTION, MD
Other
INVESTMENT/FINANCIAL ADVI
111$22.9M$80K
ASTRIX TECHNOLOGY, LLC
ASTRIX TECHNOLOGY, LLC 401(K) PLAN
RED BANK, NJ
Other
INVESTMENT/FINANCIAL ADVI
589$21.8M$15K
CANUS CORPORATION
CANUS CORPORATION 401(K) PROFIT SHARING PLAN
MISSION VIEJO, CA
Other
INVESTMENT/FINANCIAL ADV
413$20.3M$40K
INTEGRICHAIN, INC.
INTEGRICHAIN, INC. 401(K) PLAN
PHILADELPHIA, PA
Other
INVESTMENT/FINANCIAL ADVI
332$19.7M$31K
OUTSET MEDICAL, INC.
OUTSET MEDICAL 401(K) PLAN
SAN JOSE, CA
Other
INVESTMENT/FINANCIAL ADVI
511$19.2M$28K
SOFTRAMS, LLC
SOFTRAMS, LLC 401(K) P/S PLAN
LEESBURG, VA
Other
INVESTMENT/FINANCIAL ADVI
429$18.6M$30K
INTEK PLASTICS LLC
INTEK PLASTICS LLC UNION RETIREMENT SAVINGS PLAN
HASTINGS, MN
Other
INVESTMENT/FINANCIAL ADVI
127$18.4M$18K
SIENTRA, INC
SIENTRA, INC. 401(K) PLAN
CENTURY CITY, CA
Other
INVESTMENT/FINANCIAL ADVI
259$18.0M$8K
GUERNSEY, INC.
GUERNSEY, INC. 401(K) PLAN
DULLES, VA
Other
INVESTMENT/FINANCIAL ADVI
152$17.5M$25K
CANUS CORPORATION
CANUS CORPORATION 401(K) PROFIT SHARING PLAN
MISSION VIEJO, CA
Other
INVESTMENT/FINANCIAL ADV
495$17.5M$30K
JIM LUPIENT COMPANY
JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN
GOLDEN VALLEY, MN
Other
INVESTMENT/FINANCIAL ADVI
260$17.3M$24K
GUERNSEY, INC.
GUERNSEY, INC. 401(K) PLAN
DULLES, VA
Other
INVESTMENT/FINANCIAL ADVI
153$17.2M$34K
ASTRIX TECHNOLOGY, LLC
ASTRIX TECHNOLOGY, LLC 401(K) PLAN
RED BANK, NJ
Other
INVESTMENT/FINANCIAL ADVI
532$16.9M$30K
GEORGE S. COYNE CHEMICAL CO., IN
GEORGE S. COYNE CHEMICAL CO., INC. 401(K) PROFIT SHARING PLAN
CROYDON, PA
Other
INVESTMENT/FINANCIAL ADVI
96$16.7M$43K
PARTNERSHIP FOR PUBLIC SERVICE
PARTNERSHIP FOR PUBLIC SERVICE 401(K) PLAN
WASHINGTON, DC
Other
INVESTMENT/FINANCIAL ADVI
128$16.6M$39K
PSB INSIGHTS, LLC
PSB INSIGHTS, LLC 401(K) PLAN
WASHINGTON, DC
Other
INVESTMENT/FINANCIAL ADVI
81$16.3M$20K
BOB BAKER ENTERPRISES, INC.
BOB BAKER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND T
CARLSBAD, CA
Other
INVESTMENT/FINANCIAL ADVI
199$16.1M$45K
SUPER CARE, INC.
SUPER CARE, INC. 401(K) PROFIT SHARING PLAN & TRUST
CITY OF INDUSTRY, CA
Other
INVESTMENT/FINANCIAL ADVI
428$15.8M$15K
INTEK PLASTICS INC.
INTEK PLASTICS INC. UNION RETIREMENT SAVINGS PLAN
HASTINGS, MN
Other
INVESTMENT/FINANCIAL ADVI
140$15.6M$17K
CARBIDE INDUSTRIES, LLC
CARBIDE INDUSTRIES LLC 401K PLAN
LOUISVILLE, KY
Other
INVESTMENT/FINANCIAL ADVI
134$14.9M$36K
BELLOTA AGRISOLUTIONS AND TOOLS
VENANPRI GROUP 401(K) PLAN
ROCK ISLAND, IL
Other
INVESTMENT/FINANCIAL ADVI
232$14.8M$31K
GEORGE S. COYNE CHEMICAL CO., IN
GEORGE S. COYNE CHEMICAL CO., INC. 401(K) PROFIT SHARING PLAN
CROYDON, PA
Other
INVESTMENT/FINANCIAL ADVI
102$14.7M$18K
ABC IMAGING OF WASHINGTON, INC.
ABC IMAGING OF WASHINGTON, INC. 401(K) PLAN
ALEXANDRIA, VA
Other
INVESTMENT/FINANCIAL ADVI
332$14.6M$25K
PARTNERSHIP FOR PUBLIC SERVICE
PARTNERSHIP FOR PUBLIC SERVICE 401(K) PLAN
WASHINGTON, DC
Other
INVESTMENT/FINANCIAL ADVI
111$14.6M$25K
SHOPLC GLOBAL, INC.
SHOPLC GLOBAL, INC. 401(K) PLAN
AUSTIN, TX
Other
INVESTMENT/FINANCIAL ADVI
353$14.3M$20K
JIM LUPIENT COMPANY
JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN
GOLDEN VALLEY, MN
Other
INVESTMENT/FINANCIAL ADVI
230$14.2M$38K
BRASK, INC.
BRASK, INC. 401(K) PLAN
SULPHUR, LA
Other
INVESTMENT/FINANCIAL ADVI
182$13.7M$32K
CANUS CORPORATION
CANUS CORPORATION 401(K) PROFIT SHARING PLAN
MISSION VIEJO, CA
Other
INVESTMENT/FINANCIAL ADV
585$13.3M$42K
CARBIDE INDUSTRIES, LLC
CARBIDE INDUSTRIES LLC 401K PLAN
LOUISVILLE, KY
Other
INVESTMENT/FINANCIAL ADVI
132$13.1M$32K
BRASK, INC.
BRASK, INC. 401(K) PLAN
SULPHUR, LA
Other
INVESTMENT/FINANCIAL ADVI
130$12.3M$27K
PACIFIC COAST TERMITE, INC.
PACIFIC COAST TERMITE, INC. 401(K) PLAN
ORANGE, CA
Other
INVESTMENT/FINANCIAL ADVI
177$12.2M$8K
APT HOLDINGS, LLC
APT 401(K) PLAN
GLEN BURNIE, MD
Other
INVESTMENT/FINANCIAL ADVI
632$12.2M$14K
MARTIN BAUER, INC.
MARTIN BAUER, INC. 401(K) PROFIT SHARING PLAN
SECAUCUS, NJ
Other
INVESTMENT/FINANCIAL ADVI
149$12.1M$12K
GEORGE S. COYNE CHEMICAL CO., IN
GEORGE S. COYNE CHEMICAL CO., INC. 401(K) PROFIT SHARING PLAN
CROYDON, PA
Other
INVESTMENT/FINANCIAL ADVI
92$11.9M$21K
ABC IMAGING OF WASHINGTON, INC.
ABC IMAGING OF WASHINGTON, INC. 401(K) PLAN
ALEXANDRIA, VA
Other
INVESTMENT/FINANCIAL ADVI
341$11.9M$26K
SHOPLC GLOBAL, INC.
SHOPLC GLOBAL, INC. 401(K) PLAN
AUSTIN, TX
Other
INVESTMENT/FINANCIAL ADVI
382$11.9M$10K
CARBIDE INDUSTRIES, LLC
CARBIDE INDUSTRIES LLC 401K PLAN
LOUISVILLE, KY
Other
INVESTMENT/FINANCIAL ADVI
135$11.8M$33K
TAYLOR OIL CO., INC.
TAYLOR OIL CO., INC. 401(K) PLAN
SOMERVILLE, NJ
Other
INVESTMENT/FINANCIAL ADVI
157$11.4M$21K
BANK OF CHARLES TOWN
BANK OF CHARLES TOWN 401(K) RETIREMENT SAVINGS PLAN
CHARLES TOWN, WV
Other
INVESTMENT/FINANCIAL ADVI
123$11.4M$25K
ALL WEB LEADS, INC.
ALL WEB LEADS 401(K) PLAN
AUSTIN, TX
Advisor / Consultant
INVESTMENT ADVISOR
938$11.0M$15K
PACIFIC COAST TERMITE, INC.
PACIFIC COAST TERMITE, INC. 401(K) PLAN
ORANGE, CA
Other
INVESTMENT/FINANCIAL ADVI
157$10.7M$27K
INTACT TECHNOLOGY INC
INTACT TECHNOLOGY 401K PROFIT SHARING PLAN & TRUST
RESTON, VA
Other
INVESTMENT/FINANCIAL ADVI
235$10.6M$8K
ASTRIX TECHNOLOGY, LLC
ASTRIX TECHNOLOGY, LLC 401(K) PLAN
RED BANK, NJ
Other
INVESTMENT/FINANCIAL ADVI
554$10.5M$5K
TAYLOR OIL CO., INC.
TAYLOR OIL CO., INC. 401(K) PLAN
SOMERVILLE, NJ
Other
INVESTMENT/FINANCIAL ADVI
147$10.5M$20K
BRASK, INC.
BRASK, INC. 401(K) PLAN
SULPHUR, LA
Other
INVESTMENT/FINANCIAL ADVI
141$10.4M$27K
MCKENNA MOTOR COMPANY, INC.
MCKENNA MOTOR COMPANY, INC. 401(K) PLAN
NORWALK, CA
Other
INVESTMENT/FINANCIAL ADVI
347$10.0M$21K
SOFTRAMS, LLC
SOFTRAMS, LLC 401(K) P/S PLAN
LEESBURG, VA
Other
INVESTMENT/FINANCIAL ADVI
303$9.9M$20K
TAYLOR OIL CO., INC.
TAYLOR OIL CO., INC. 401(K) PLAN
SOMERVILLE, NJ
Other
INVESTMENT/FINANCIAL ADVI
155$9.8M$41K
BANK OF CHARLES TOWN
BANK OF CHARLES TOWN 401(K) RETIREMENT SAVINGS PLAN
CHARLES TOWN, WV
Other
INVESTMENT/FINANCIAL ADVI
123$9.7M$20K
KAPLEN JEWISH COMMUNITY CENTER ON THE PALISADES
JCC ON THE PALISADES 403(B) RETIREMENT PLAN
TENAFLY, NJ
Other
INVESTMENT/FINANCIAL ADVI
209$9.5M$9K
SHOPLC GLOBAL, INC.
SHOPLC GLOBAL, INC. 401(K) PLAN
AUSTIN, TX
Other
INVESTMENT/FINANCIAL ADVI
431$9.5M$8K
DISPATCH TECHNOLOGIES, INC.
DISPATCH TECHNOLOGIES, INC. 401(K) PLAN
BOSTON, MA
Other
INVESTMENT/FINANCIAL ADVI
93$8.5M$18K
DIABETIC CARE RX LLC DBA PATIENT
DIABETIC CARE RX LLC DBA PATIENT CARE AMERICA 401K PROFIT SHARING
POMPANO BEACH, FL
Other
INVESTMENT/FINANCIAL ADVI
99$8.5M$18K
PACIFIC COAST TERMITE, INC.
PACIFIC COAST TERMITE, INC. 401(K) PLAN
ORANGE, CA
Other
INVESTMENT/FINANCIAL ADVI
125$8.3M$6K
BANK OF CHARLES TOWN
BANK OF CHARLES TOWN 401(K) RETIREMENT SAVINGS PLAN
CHARLES TOWN, WV
Other
INVESTMENT/FINANCIAL ADVI
121$7.8M$20K
MCKENNA MOTOR COMPANY, INC.
MCKENNA MOTOR COMPANY, INC. 401(K) PLAN
NORWALK, CA
Other
INVESTMENT/FINANCIAL ADVI
349$7.6M$31K
DIABETIC CARE RX LLC DBA PATIENT
DIABETIC CARE RX LLC DBA PATIENT CARE AMERICA 401K PROFIT SHARING
POMPANO BEACH, FL
Other
INVESTMENT/FINANCIAL ADVI
92$6.9M$14K
HURRICANE CONSULTING, INC.
HCI 401(K) PLAN
FAIRFAX, VA
Other
INVESTMENT/FINANCIAL ADVI
281$6.7M$14K
DISPATCH TECHNOLOGIES, INC.
DISPATCH TECHNOLOGIES, INC. 401(K) PLAN
BOSTON, MA
Other
INVESTMENT/FINANCIAL ADVI
94$6.5M$22K
ARIA CARE MANAGEMENT, LLC
ARIA CARE MANAGEMENT LLC 401K PLAN
OVERLAND PARK, KS
Other
INVESTMENT/FINANCIAL ADVI
436$6.2M$11K
IONOS INC.
IONOS INC. 401(K) PROFIT SHARING PLAN
PHILADELPHIA, PA
Other
INVESTMENT/FINANCIAL ADVI
104$5.9M$15K
HURRICANE CONSULTING, INC.
HCI 401(K) PLAN
FAIRFAX, VA
Other
INVESTMENT/FINANCIAL ADVI
271$5.6M$26K
VIP RUBBER COMPANY, INC
VIP RUBBER COMPANY, INC. 401(K) PLAN
LA HABRA, CA
Other
INVESTMENT/FINANCIAL ADVI
194$5.3M$4K
DIABETIC CARE RX LLC DBA PATIENT
DIABETIC CARE RX LLC DBA PATIENT CARE AMERICA 401K PROFIT SHARING
POMPANO BEACH, FL
Other
INVESTMENT/FINANCIAL ADVI
91$5.3M$14K
HURRICANE CONSULTING, INC.
HCI 401(K) PLAN
FAIRFAX, VA
Other
INVESTMENT/FINANCIAL ADVI
258$5.0M$13K
VIP RUBBER COMPANY, INC.
VIP RUBBER COMPANY, INC. 401(K) & PROFIT SHARING PLAN
LAHABRA, CA
Other
INVESTMENT/FINANCIAL ADVI
177$4.3M$17K
SUMMIT CAREER COLLEGE, INC.
SUMMIT CAREER COLLEGE 401(K) PROFIT SHARING PLAN
SAN BERNARDINO, CA
Other
INVESTMENT/FINANCIAL ADVI
101$4.0M$6K
CABINETS 2000, LLC
CABINETS 2000, LLC 401(K) PLAN
NORWALK, CA
Other
INVESTMENT/FINANCIAL ADVI
226$4.0M$16K
LOCUS MANAGEMENT
LOCUS MANAGEMENT 401(K)
SOLON, OH
Other
INVESTMENT/FINANCIAL ADVI
87$4.0M$15K
PEDDLERS VILLAGE ADMINISTRATION
PEDDLER'S VILLAGE RETIREMENT PLAN
LAHASKA, PA
Other
INVESTMENT/FINANCIAL ADVI
151$3.9M$12K
LOCUS HOLDINGS LLC
LOCUS MANAGEMENT 401(K)
SOLON, OH
Other
INVESTMENT/FINANCIAL ADVI
63$3.9M$21K
PEDDLERS VILLAGE ADMINISTRATION
PEDDLER'S VILLAGE RETIREMENT PLAN
LAHASKA, PA
Other
INVESTMENT/FINANCIAL ADVI
131$3.8M$9K
SUMMIT CAREER COLLEGE, INC.
SUMMIT CAREER COLLEGE 401(K) PROFIT SHARING PLAN
SAN BERNARDINO, CA
Other
INVESTMENT/FINANCIAL ADVI
94$3.4M$11K
PEDDLERS VILLAGE ADMINISTRATION
PEDDLER'S VILLAGE RETIREMENT PLAN
LAHASKA, PA
Other
INVESTMENT/FINANCIAL ADVI
114$2.9M$9K
CADUCEUS PHYSICIANS MEDICAL GROU
CADUCEUS PHYSICIANS MEDICAL GROUP 401(K) PLAN
YORBA LINDA, CA
Other
INVESTMENT/FINANCIAL ADVI
74$2.4M$8K
GD COPPERU.S.A., INC.
GD COPPER RETIREMENT SAVINGS PLAN
PINE HILL, AL
Other
INVESTMENT/FINANCIAL ADVI
220$1.5M$7K
WIDEN ENTERPRISES LLC
WIDEN ENTERPRISES LLC
MADISON, WI
Other
INVESTMENT/FINANCIAL ADVI
0$0$13K