Form 5500 Search

ACCELERATE INVESTMENT

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
76
Active participants
40,122
Total plan assets
$1.6B
Filings (rows)
76
Direct comp
$1.7M
Indirect comp
$57K

SERVICES PROVIDED

Advisor / Consultant55
Other21

Top plans served

All 76 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
MANGAN, INC.
MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST
LONG BEACH, CA
Advisor / Consultant
INVESTMENT ADVISOR
375$85.8M$25K
COMPREHENSIVE BREAST CARE CENTER OF TEXAS, INC.
SOLIS MAMMOGRAPHY 401(K) PLAN
ADDISON, TX
Advisor / Consultant
CONSULTANT
1,719$75.5M$48K
MANGAN, INC.
MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST
LONG BEACH, CA
Advisor / Consultant
INVESTMENT ADVISOR
345$74.1M$13K
MUTUAL OF OMAHA MORTGAGE, INC.
MUTUAL OF OMAHA MORTGAGE 401(K) PLAN
SAN DIEGO, CA
Other
INVESTMENT/FINANCIAL ADVI
1,340$67.9M$113K
COMPREHENSIVE BREAST CARE CENTER OF TEXAS, INC.
SOLIS MAMMOGRAPHY 401(K) PLAN
ADDISON, TX
Advisor / Consultant
CONSULTANT
1,403$61.8M$12K
MUTUAL OF OMAHA MORTGAGE, INC.
MUTUAL OF OMAHA MORTGAGE 401(K) PLAN
SAN DIEGO, CA
Other
INVESTMENT/FINANCIAL ADVI
1,215$54.1M$48K
TRYON MEDICAL PARTNERS, PLLC
TRYON MEDICAL PARTNERS 401(K) RETIREMENT PLAN
CHARLOTTE, NC
Advisor / Consultant
FINACIAL ADVISOR
454$52.5M$47K
PLAN PROFESSIONALS, LLC
YOUR 401(K) PLAN
SHREWSBURY, NJ
Other
SERVICE PROVIDER
7,922$46.1M$0
MAIN ELECTRIC SUPPLY COMPANY LLC
MAIN ELECTRIC SUPPLY CO. SAVINGS AND INVESTMENT PLAN
SANTA ANA, CA
Advisor / Consultant
ADVISOR
741$44.4M$25K
TRYON MEDICAL PARTNERS, PLLC
TRYON MEDICAL PARTNERS 401(K) RETIREMENT PLAN
CHARLOTTE, NC
Advisor / Consultant
FINACIAL ADVISOR
473$43.6M$22K
SRG OPERATING, INC.
SENIOR RESOURCE GROUP 401(K) RETIREMENT PLAN
SOLANA BEACH, CA
Advisor / Consultant
INVESTMENT ADVISOR
2,050$40.1M$94K
MOORE IACOFANO GOLTSMAN, INC
MIG 401(K) PLAN
BERKELEY, CA
Other
INVESTMENT/FINANCIAL ADVI
240$40.0M$55K
HOLLIDAY ROCK CO., INC.
HOLLIDAY ROCK CO., INC. 401(K) PROFIT SHARING PLAN
UPLAND, CA
Advisor / Consultant
INVESTMENT ADVISOR
831$34.9M$52K
PLAN PROFESSIONALS, LLC
YOUR 401(K) PLAN
SHREWSBURY, NJ
Other
SERVICE PROVIDER
2,943$34.8M$0
COLLINS ELECTRICAL COMPANY, INC.
COLLINS ELECTRICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN
STOCKTON, CA
Advisor / Consultant
INVESTMENT ADVISOR
150$34.0M$49K
SRG OPERATING, INC.
SENIOR RESOURCE GROUP 401(K) RETIREMENT PLAN
SOLANA BEACH, CA
Advisor / Consultant
INVESTMENT ADVISOR
1,927$34.0M$29K
ZYMERGEN INC.
ZYMERGEN INC. RETIREMENT TRUST
EMERYVILLE, CA
Advisor / Consultant
INVESTMENT ADVISOR
100$33.6M$16K
COLLINS ELECTRICAL COMPANY, INC.
COLLINS ELECTRICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN
STOCKTON, CA
Advisor / Consultant
INVESTMENT ADVISOR
141$33.5M$4K
DICK BROWNING, INC.
BROWNING 401(K) SAVINGS PLAN
CERRITOS, CA
Advisor / Consultant
INVESTMENT ADVISOR
636$31.0M$60K
NORTH AMERICAN CLIENT SERVICES, INC.
NORTH AMERICAN CLIENT SERVICES, INC. 401(K) PLAN
MISSION VIEJO, CA
Advisor / Consultant
INVESTMENT ADVISOR
1,286$28.5M$13K
NORTH AMERICAN CLIENT SERVICES, INC.
NORTH AMERICAN CLIENT SERVICES, INC. 401(K) PLAN
MISSION VIEJO, CA
Advisor / Consultant
INVESTMENT ADVISOR
1,442$27.2M$14K
K-1 PACKAGING GROUP
K-1 PACKAGING GROUP 401(K) PROFIT SHARING PLAN
CITY OF INDUSTRY, CA
Other
INVESTMENT/FINANCIAL ADVI
214$22.8M$16K
CANNON CORPORATION
CANNON CORPORATION 401(K) PLAN
SAN LUIS OBISPO, CA
Other
REGISTERED INVESTMENT ADV
153$21.8M$13K
SUSS MICROTEC, INC.
SUSS MICROTEC, INC 401(K) PLAN
CORONA, CA
Advisor / Consultant
ADVISOR
79$21.4M$37K
KNOX ASSOCIATES, INC.
THE KNOX COMPANY RETIREMENT SAVINGS PLAN
PHOENIX, AZ
Advisor / Consultant
ADVISOR
195$21.2M$26K
SUSS MICROTEC, INC.
SUSS MICROTEC, INC 401(K) PLAN
CORONA, CA
Advisor / Consultant
ADVISOR
68$20.8M$6K
CANUS CORPORATION
CANUS CORPORATION 401(K) PROFIT SHARING PLAN
MISSION VIEJO, CA
Advisor / Consultant
CONSULTANT
413$20.3M$25K
MISSION CLOUD SERVICES, INC.
MISSION CLOUD SERVICES, INC. 401(K) PLAN
BEVERLY HILLS, CA
Advisor / Consultant
INVESTMENT ADVISOR
190$18.6M$35K
ROCK PAPER SCISSORS, LLC
ROCK PAPER SCISSORS, LLC 401(K) PROFIT SHARING PLAN
SANTA MONICA, CA
Advisor / Consultant
ADVISOR
203$17.8M$51K
CANUS CORPORATION
CANUS CORPORATION 401(K) PROFIT SHARING PLAN
MISSION VIEJO, CA
Advisor / Consultant
CONSULTANT
495$17.5M$35K
KNOX ASSOCIATES, INC.
THE KNOX COMPANY RETIREMENT SAVINGS PLAN
PHOENIX, AZ
Advisor / Consultant
ADVISOR
182$17.0M$11K
SAMUELSEN, GONZALEZ, VALENZUELA & BROWN LLP
SAMUELSEN, GONZALEZ, VALENZUELA & BROWN 401(K) PLAN
IRVINE, CA
Advisor / Consultant
ADVISOR
82$16.0M$20K
CAREONSITE MANAGEMENT, INC.
CAREONSITE MANAGEMENT, INC. EMPLOYEES' 401(K) & PROFIT SHARING PLAN
TORRANCE, CA
Advisor / Consultant
INVESTMENT ADVISOR
476$16.0M$42K
ROCK PAPER SCISSORS, LLC
ROCK PAPER SCISSORS, LLC 401(K) PROFIT SHARING PLAN
SANTA MONICA, CA
Advisor / Consultant
ADVISOR
147$15.3M$11K
MISSION CLOUD SERVICES, INC.
MISSION CLOUD SERVICES, INC. 401(K) PLAN
BEVERLY HILLS, CA
Advisor / Consultant
INVESTMENT ADVISOR
268$14.4M$11K
KOBELCO COMPRESSORS AMERICA, INC.
KOBELCO COMPRESSORS AMERICA, INC. PROFIT SHARING 401(K) PLAN
CORONA, CA
Advisor / Consultant
INVESTMENT ADVISOR
121$14.3M$26K
MARTIN BAUER, INC.
MARTIN BAUER, INC. 401(K) PROFIT SHARING PLAN
SECAUCUS, NJ
Other
INVESTMENT/FINANCIAL ADVI
153$14.1M$33K
CREW, INC.
CREW, INC. 401(K) RETIREMENT PLAN
RANCHO DOMINGUEZ, CA
Advisor / Consultant
INVESTMENT ADVISOR
71$13.6M$35K
MENTAL HEALTH AMERICA OF LOS ANGELES
MHALA 403(B) PLAN
LONG BEACH, CA
Advisor / Consultant
INVESTMENT ADVISOR
510$13.4M$20K
SAMUELSEN, GONZALEZ, VALENZUELA & BROWN LLP
SAMUELSEN, GONZALEZ, VALENZUELA & BROWN 401(K) PLAN
NEWPORT BEACH, CA
Advisor / Consultant
ADVISOR
78$13.3M$10K
CAREONSITE MANAGEMENT, INC.
CAREONSITE MANAGEMENT, INC. EMPLOYEES' 401(K) & PROFIT SHARING PLAN
TORRANCE, CA
Advisor / Consultant
INVESTMENT ADVISOR
472$13.1M$3K
KOBELCO COMPRESSORS AMERICA, INC.
KOBELCO COMPRESSORS AMERICA, INC. PROFIT SHARING 401(K) PLAN
CORONA, CA
Advisor / Consultant
INVESTMENT ADVISOR
116$12.6M$10K
PACIFIC COAST TERMITE, INC.
PACIFIC COAST TERMITE, INC. 401(K) PLAN
ORANGE, CA
Other
INVESTMENT/FINANCIAL ADVI
177$12.2M$29K
MARTIN BAUER, INC.
MARTIN BAUER, INC. 401(K) PROFIT SHARING PLAN
SECAUCUS, NJ
Other
INVESTMENT/FINANCIAL ADVI
149$12.1M$7K
WESTMONT LIVING, INC.
WESTMONT LIVING 401(K) PLAN
SAN DIEGO, CA
Advisor / Consultant
INVESTMENT ADVISOR
979$11.7M$51K
WM. MICHAEL STEMLER, INC. DBA DELTA HEALTH SYSTEMS
DELTA HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN
STOCKTON, CA
Advisor / Consultant
INVESTMENT ADVISOR
84$11.6M$20K
RUHNAU CLARKE ARCHITECTS
RUHNAU CLARKE ARCHITECTS 401(K) PS PLAN
RIVERSIDE, CA
Other
NONE
94$11.6M$22K
MENTAL HEALTH AMERICA OF LOS ANGELES
MHALA 403(B) PLAN
LONG BEACH, CA
Advisor / Consultant
INVESTMENT ADVISOR
473$11.3M$7K
MCKENNA MOTOR COMPANY, INC.
MCKENNA MOTOR COMPANY, INC. 401(K) PLAN
NORWALK, CA
Other
INVESTMENT/FINANCIAL ADVI
336$11.0M$36K
WM. MICHAEL STEMLER, INC. DBA DELTA HEALTH SYSTEMS
DELTA HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN
STOCKTON, CA
Advisor / Consultant
INVESTMENT ADVISOR
124$10.6M$5K
ALLIANCE FUNDING GROUP, INC.
ALLIANCE FUNDING GROUP, INC. 401(K) PLAN
TUSTIN, CA
Advisor / Consultant
INVESTMENT ADVISOR
151$10.6M$24K
CAYUSE LLC
CAYUSE LLC 401(K) PLAN
PORTLAND, OR
Other
NONE
117$10.4M$23K
MCKENNA MOTOR COMPANY, INC.
MCKENNA MOTOR COMPANY, INC. 401(K) PLAN
NORWALK, CA
Other
INVESTMENT/FINANCIAL ADVI
347$10.0M$8K
JAMBOREE HOUSING CORPORATION
JAMBOREE HOUSING CORPORATION ERISA 403(B) PLAN
IRVINE, CA
Other
NONE
149$9.8M$17K
ROOSEVELT HOTEL LLC
THE HOLLYWOOD ROOSEVELT HOTEL 401(K) PLAN
LOS ANGELES, CA
Other
NONE
357$9.6M$13K
PRIME WHEEL CORPORATION
PRIME WHEEL 401(K) PLAN
GARDENA, CA
Advisor / Consultant
INVESTMENT ADVISOR
698$9.2M$2K
RUHNAU CLARKE ARCHITECTS
RUHNAU CLARKE ARCHITECTS 401(K) PROFIT SHARING AND TRUST
RIVERSIDE, CA
Other
NONE
84$9.2M$5K
WESTMONT LIVING, INC.
WESTMONT LIVING 401(K) PLAN
SAN DIEGO, CA
Advisor / Consultant
INVESTMENT ADVISOR
887$9.1M$13K
ALLIANCE FUNDING GROUP
ALLIANCE FUNDING GROUP 401(K) PLAN
TUSTIN, CA
Advisor / Consultant
INVESTMENT ADVISOR
128$8.6M$8K
VISUAL DATA MEDIA SERVICES, LLC
VISUAL DATA MEDIA SERVICES, LLC 401(K) PLAN
BURBANK, CA
Other
NONE
70$8.3M$24K
MOB SCENE, LLC
MOB SCENE 401(K) PLAN
LOS ANGELES, CA
Advisor / Consultant
INVESTMENT ADVISOR
57$5.8M$2K
ELIAS, ELLIOTT, LAMPASI, FEHN, HARRIS, AND NGUYEN A DENTAL PRACTICE, I
RIVERSIDE DENTAL GROUP AND DENTAL ASSOCIATE OFFICES 401(K) PLAN
RIVERSIDE, CA
Advisor / Consultant
INVESTMENT ADVISOR
114$5.6M$19K
ELIAS, ELLIOTT, LAMPASI, FEHN, HARRIS, AND NGUYEN A DENTAL PRACTICE, I
RIVERSIDE DENTAL GROUP AND DENTAL ASSOCIATE OFFICES 401(K) PLAN
RIVERSIDE, CA
Advisor / Consultant
INVESTMENT ADVISOR
116$5.2M$7K
SO. CAL. SANDBAGS, INC.
SO. CAL. SANDBAGS, INC. PREVAILING WAGE RETIREMENT PLAN
CORONA, CA
Advisor / Consultant
INVESTMENT ADVISOR
145$4.9M$21K
SUMMIT CAREER COLLEGE, INC.
SUMMIT CAREER COLLEGE 401(K) PROFIT SHARING PLAN
SAN BERNARDINO, CA
Other
INVESTMENT/FINANCIAL ADVI
101$4.0M$7K
SOCIAL MODEL RECOVERY SYSTEMS, INC.
THE 401(K) PROFIT SHARING PLAN OF SOCIAL MODEL RECOVERY SYSTEMS, INC.
COVINA, CA
Advisor / Consultant
INVESTMENT ADVISOR
258$4.0M$1K
CAVALLO POINT LLC
CAVALLO POINT LLC 401(K) PROFIT SHARING PLAN & TRUST
SAUSALITO, CA
Advisor / Consultant
ADVISOR
276$4.0M$8K
SO. CAL. SANDBAGS, INC.
SO. CAL. SANDBAGS, INC. PREVAILING WAGE RETIREMENT PLAN
CORONA, CA
Advisor / Consultant
INVESTMENT ADVISOR
116$3.9M$7K
FITLAB, INC.
FITLAB 401(K) PLAN
NEWPORT BEACH, CA
Advisor / Consultant
INVESTMENT ADVISOR
264$3.7M$17K
SUMMIT CAREER COLLEGE, INC.
SUMMIT CAREER COLLEGE 401(K) PROFIT SHARING PLAN
SAN BERNARDINO, CA
Other
INVESTMENT/FINANCIAL ADVI
89$3.4M$15K
FITLAB, INC.
FITLAB 401(K) PLAN
NEWPORT BEACH, CA
Advisor / Consultant
INVESTMENT ADVISOR
207$3.4M$6K
AMERICAN BEEF PACKERS INC
AMERICAN BEEF PACKERS INC 401(K) PROFIT SHARING PLAN & TRUST
CHINO, CA
Advisor / Consultant
INVESTMENT ADVISOR
256$1.5M$3K
AMVETS DEPARTMENT OF CALIFORNIA SERVICE FOUNDATION
AMVETS DEPARTMENT OF CALIFORNIA SERVICE FOUNDATION 401(K) PLAN
GARDEN GROVE, CA
Advisor / Consultant
INVESTMENT ADVISOR
151$1.4M$6K
AMVETS DEPARTMENT OF CALIFORNIA SERVICE FOUNDATION
AMVETS DEPARTMENT OF CALIFORNIA SERVICE FOUNDATION 401(K) PLAN
GARDEN GROVE, CA
Advisor / Consultant
INVESTMENT ADVISOR
149$1.2M$2K
A.J. KIRKWOOD & ASSOCIATES, INC.
A.J. KIRKWOOD & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN
FULLERTON, CA
Advisor / Consultant
INVESTMENT- ADVISORY
0$0$10K
REDROCK TECHNOLOGIES, INC.
REDROCK 401(K) PLAN
IRVINE, CA
Other
SERVICE PROVIDER
0$0$0
ACCELERATE INVESTMENT — Form 5500 Service Provider Profile | Form 5500 Search