ACCESS RETIREMENT
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
85
Active participants
48,324
Total plan assets
$2.2B
Filings (rows)
86
Direct comp
$887K
Indirect comp
$152K
Aggregating 2 name variants under "ACCESS RETIREMENT"
SERVICES PROVIDED
TPA / Administrator57
Other12
Recordkeeper10
Advisor / Consultant5
Accountant / Auditor2
Top plans served
Showing top 86 of 85 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SUNRUN INC. SUNRUN INC. 401(K) PLAN | SAN FRANCISCO, CA | Other OTHER | 9,452 | $366.3M | $2K |
| ZAYO GROUP HOLDINGS, INC. ZAYO GROUP HOLDINGS, INC. 401(K) PLAN | BOULDER, CO | Accountant / Auditor ACCOUNTANT | 2,586 | $316.8M | $13K |
| FB FINANCIAL CORPORATION FIRSTBANK 401(K) SAVINGS PLAN & TRUST | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 1,429 | $111.3M | $30K |
| FB FINANCIAL CORPORATION FIRSTBANK 401(K) SAVINGS PLAN & TRUST | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 1,413 | $99.5M | $27K |
| MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA, GA | Advisor / Consultant ADVISOR | 859 | $98.5M | $15K |
| FB FINANCIAL CORPORATION FIRSTBANK 401(K) SAVINGS PLAN & TRUST | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 1,587 | $86.7M | $35K |
| MARIGOLD GROUP, INC. MARIGOLD 401(K) PLAN | NASHVILLE, TN | TPA / Administrator TPA | 475 | $76.7M | $15K |
| MONROE OPERATIONS, LLC NEWPORT HEALTHCARE 401(K) PLAN | NASHVILLE, TN | TPA / Administrator CONTRACT ADMIN | 3,338 | $51.3M | $8K |
| MONROE OPERATIONS, LLC NEWPORT HEALTHCARE 401(K) PLAN | NASHVILLE, TN | Advisor / Consultant CONSULTANT | 3,338 | $51.3M | $8K |
| HARPETH HALL SCHOOL HARPETH HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NASHVILLE, TN | TPA / Administrator TPA | 162 | $45.0M | $11K |
| UNIVERSITY SCHOOL OF NASHVILLE UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN | NASHVILLE, TN | Other NONE | 215 | $44.5M | $15K |
| HARPETH HALL SCHOOL HARPETH HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NASHVILLE, TN | TPA / Administrator TPA | 163 | $38.8M | $11K |
| UNIVERSITY SCHOOL OF NASHVILLE UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN | NASHVILLE, TN | Other NONE | 212 | $38.5M | $13K |
| LIPMAN BROTHERS LLC LIPMAN BROTHERS LLC SAVINGS PLAN | NASHVILLE, TN | TPA / Administrator TPA | 452 | $34.3M | $0 |
| UNIVERSITY SCHOOL OF NASHVILLE UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN | NASHVILLE, TN | Other NONE | 204 | $33.8M | $13K |
| SOUTHERN ORTHODONTIC PARTNERS MANAGEMENT, LLC SOUTHERN ORTHODONTIC PARTNERS 401(K) PLAN | NASHVILLE, TN | TPA / Administrator THIRD PARTY ADMINISTRATO | 925 | $30.1M | $0 |
| LIPMAN BROTHERS LLC LIPMAN BROTHERS LLC SAVINGS PLAN | NASHVILLE, TN | TPA / Administrator TPA | 387 | $29.6M | $13K |
| PALADIN CAPITAL, INC. DISTRIBUTING SERVICES 401(K) PLAN | NASHVILLE, TN | TPA / Administrator CONTRACT ADMINISTRATOR | 1,793 | $26.6M | $750 |
| PALADIN CAPITAL, INC. DISTRIBUTING SERVICES 401(K) PLAN | NASHVILLE, TN | Other OTHER SERVICES | 954 | $26.1M | $0 |
| LIPMAN BROTHERS LLC LIPMAN BROTHERS LLC SAVINGS PLAN | NASHVILLE, TN | TPA / Administrator TPA | 367 | $26.1M | $12K |
| CHANCELIGHT, INC. CHANCELIGHT INC 401K PROFIT SHARING PLAN & TRUST | BRENTWOOD, TN | TPA / Administrator THIRD PARTY ADMINISTRATO | 1,290 | $24.8M | $0 |
| PALADIN CAPITAL, INC. DISTRIBUTING SERVICES 401(K) PLAN | NASHVILLE, TN | TPA / Administrator CONTRACT ADMINISTRATOR | 1,049 | $24.7M | $0 |
| BTG SPECIALTY PHARMACEUTICALS BTG INTERNATIONAL INC. PROFIT SHARING 401(K) PLAN | WEST CONSHOHOCKEN, PA | TPA / Administrator CONTRACT ADMIN | 106 | $22.5M | $23K |
| CHANCELIGHT, INC. CHANCELIGHT INC 401K PROFIT SHARING PLAN & TRUST | BRENTWOOD, TN | TPA / Administrator THIRD PARTY ADMINISTRATO | 1,223 | $22.3M | $0 |
| ST. GEORGE'S INDEPENDENT SCHOOL ST. GEORGE'S INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN | COLLIERVILLE, TN | Other NONE | 194 | $21.0M | $39K |
| ECO-ENERGY, LLC ECO-ENERGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | FRANKLIN, TN | TPA / Administrator CONTRACT ADMINISTRATOR | 239 | $19.5M | $11K |
| TCW ADMIN, INC. TCW RETIREMENT PLAN | NASHVILLE, TN | TPA / Administrator TPA | 520 | $19.5M | $22K |
| BTG SPECIALTY PHARMACEUTICALS BTG INTERNATIONAL INC. PROFIT SHARING 401(K) PLAN | WEST CONSHOHOCKEN, PA | TPA / Administrator CONTRACT ADMIN | 74 | $19.2M | $22K |
| CHANCELIGHT, INC. CHANCELIGHT INC 401K PROFIT SHARING PLAN & TRUST | NASHVILLE, TN | TPA / Administrator THIRD PARTY ADMINISTRATO | 1,191 | $19.1M | $19K |
| TCW ADMIN, INC. TCW RETIREMENT PLAN | NASHVILLE, TN | TPA / Administrator TPA | 576 | $17.8M | $11K |
| BTG SPECIALTY PHARMACEUTICALS BTG INTERNATIONAL INC. PROFIT SHARING 401(K) PLAN | WEST CONSHOHOCKEN, PA | TPA / Administrator CONTRACT ADMIN | 50 | $16.4M | $23K |
| TCW ADMIN, INC. TCW RETIREMENT PLAN | NASHVILLE, TN | TPA / Administrator TPA | 549 | $15.9M | $18K |
| ECO-ENERGY, LLC ECO-ENERGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | FRANKLIN, TN | TPA / Administrator CONTRACT ADMINISTRATOR | 224 | $15.0M | $12K |
| MONROE OPERATIONS, LLC NEWPORT HEALTHCARE 401(K) PLAN | NASHVILLE, TN | TPA / Administrator CONTRACT ADMIN | 2,064 | $14.4M | $48K |
| THE MATHEWS COMPANY, LLC THE MATHEWS COMPANY 401K PLAN | NASHVILLE, TN | Recordkeeper RECORDKEEPER | 117 | $13.7M | $11K |
| VELOCITY RISK UNDERWRITERS, LLC VELOCITY RISK UNDERWRITERS, LLC RETIREMENT PLAN | NASHVILLE, TN | TPA / Administrator THIRD PARTY ADMINISTRATO | 154 | $13.5M | $0 |
| BRENTWOOD ACADEMY BRENTWOOD ACADEMY DEFINED CONTRIBUTION PLAN | BRENTWOOD, TN | Other NONE | 194 | $12.1M | $27K |
| ENTERPRISE ELECTRIC, LLC ENTERPRISE ELECTRIC, LLC EMPLOYEE 401(K) PLAN | NASHVILLE, TN | Recordkeeper RECORDKEEPER | 328 | $12.1M | $7K |
| ENTERPRISE ELECTRIC, LLC ENTERPRISE ELECTRIC, LLC EMPLOYEE 401(K) PLAN | NASHVILLE, TN | Recordkeeper RECORDKEEPER | 369 | $11.9M | $500 |
| THE MATHEWS COMPANY, LLC THE MATHEWS COMPANY 401K PLAN | NASHVILLE, TN | Recordkeeper RECORDKEEPER | 126 | $11.7M | $1K |
| ECO-ENERGY, LLC ECO-ENERGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | FRANKLIN, TN | TPA / Administrator CONTRACT ADMINISTRATOR | 197 | $10.9M | $12K |
| ENTERPRISE ELECTRIC, LLC ENTERPRISE ELECTRIC, LLC EMPLOYEE 401(K) PLAN | NASHVILLE, TN | Recordkeeper RECORDKEEPER | 421 | $10.1M | $9K |
| THE MATHEWS COMPANY, LLC THE MATHEWS COMPANY 401K PLAN | NASHVILLE, TN | Recordkeeper RECORDKEEPER | 113 | $9.6M | $1K |
| DEVELOPMENTAL SERVICES OF DICKSON COUNTY DEVELOPMENTAL SERVICES RETIREMENT PLAN | DICKSON, TN | TPA / Administrator THIRD PARTY ADMINISTRATO | 214 | $9.1M | $0 |
| MTA DISTRIBUTORS, LLC THOMPSON DISTRIBUTION 401(K) PLAN | WHITES CREEK, TN | TPA / Administrator TPA | 160 | $8.9M | $5K |
| DEVELOPMENTAL SERVICES OF DICKSON COUNTY DEVELOPMENTAL SERVICES RETIREMENT PLAN | DICKSON, TN | TPA / Administrator THIRD PARTY ADMINISTRATO | 209 | $8.7M | $2K |
| PRIMERITUS FINANCIAL SERVICES INC. PRIMERITUS FINANCIAL SERVICES INC. 401K PROFIT SHARING PLAN | NASHVILLE, TN | TPA / Administrator TPA | 327 | $8.4M | $29K |
| MONROE OPERATIONS, LLC NEWPORT HEALTHCARE 401(K) PLAN | NASHVILLE, TN | TPA / Administrator CONTRACT ADMIN | 1,977 | $8.2M | $33K |
| PRIMERITUS FINANCIAL SERVICES, INC. PRIMERITUS FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | NASHVILLE, TN | TPA / Administrator CONTRACT ADMIN | 189 | $8.1M | $20K |
| KEY REHABILITATION INC KEY REHABILITATION, INC 401(K) RETIREMENT PLAN | MURFREESBORO, TN | TPA / Administrator TPA | 312 | $8.0M | $0 |
| KEY REHABILITATION INC KEY REHABILITATION, INC 401(K) RETIREMENT PLAN | MURFREESBORO, TN | TPA / Administrator TPA | 308 | $7.7M | $0 |
| MTA DISTRIBUTORS, INC. THOMPSON DISTRIBUTION 401(K) PLAN | WHITES CREEK, TN | TPA / Administrator TPA | 162 | $7.7M | $3K |
| BRENTWOOD ACADEMY BRENTWOOD ACADEMY RETIREMENT PLAN | BRENTWOOD, TN | Other NONE | 194 | $7.6M | $25K |
| THE M & W LOGISTICS GROUP, INC. THE M & W LOGISTICS GROUP, INC. 401K PLAN | NASHVILLE, TN | Recordkeeper RECORDKEEPER | 180 | $7.6M | $12K |
| PRIMERITUS FINANCIAL SERVICES, INC. PRIMERITUS FINANCIAL SERVICES INC. 401K PROFIT SHARING PLAN | NASHVILLE, TN | TPA / Administrator TPA | 225 | $7.6M | $20K |
| BUFFALO VALLEY, INC. RETIREMENT PLAN FOR THE EMPLOYEES OF BUFFALO VALLEY, INC. | HOHENWALD, TN | TPA / Administrator TPA | 155 | $7.6M | $2K |
| THE M & W LOGISTICS GROUP, INC. THE M & W LOGISTICS GROUP, INC. 401K PLAN | NASHVILLE, TN | Recordkeeper RECORDKEEPER | 183 | $7.1M | $12K |
| BUFFALO VALLEY, INC. RETIREMENT PLAN FOR THE EMPLOYEES OF BUFFALO VALLEY, INC. | HOHENWALD, TN | TPA / Administrator TPA | 152 | $6.8M | $4K |
| CROWN HEALTH CARE LAUNDRY SERVICES, LLC CROWN HEALTH CARE LAUNDRY SERVICES 401(K) PLAN | PENSACOLA, FL | TPA / Administrator PLAN ADMINISTRATOR | 750 | $6.8M | $10K |
| KEY REHABILITATION INC KEY REHABILITATION, INC 401(K) RETIREMENT PLAN | MURFREESBORO, TN | TPA / Administrator TPA | 296 | $6.6M | $0 |
| ENOVATE MEDICAL ENOVATE MEDICAL 401(K) PLAN | MURFREESBORO, TN | TPA / Administrator CONTRACT ADMIN | 153 | $6.5M | $6K |
| THE M & W LOGISTICS GROUP, INC. THE M & W LOGISTICS GROUP, INC. 401K PLAN | NASHVILLE, TN | Recordkeeper RECORDKEEPER | 195 | $5.9M | $13K |
| BUFFALO VALLEY, INC. RETIREMENT PLAN FOR THE EMPLOYEES OF BUFFALO VALLEY, INC. | HOHENWALD, TN | TPA / Administrator TPA | 143 | $5.7M | $4K |
| ENOVATE MEDICAL ENOVATE MEDICAL 401(K) PLAN | MURFREESBORO, TN | TPA / Administrator CONTRACT ADMIN | 196 | $5.6M | $13K |
| IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46 STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN | NASHVILLE, TN | TPA / Administrator CONTRACT ADMINISTRATOR | 218 | $5.4M | $2K |
| IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46 STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN | NASHVILLE, TN | TPA / Administrator CONTRACT ADMINISTRATOR | 193 | $4.6M | $300 |
| CAREOPERATIVE, LLC HEALTHCARE BLUEBOOK 401(K) PLAN | BRENTWOOD, TN | TPA / Administrator THIRD PARTY ADMINISTRATO | 166 | $3.9M | $8K |
| MCKENZIE MEDICAL CENTER, P.C. MCKENZIE MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN | MCKENZIE, TN | TPA / Administrator TPA | 67 | $3.8M | $3K |
| IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46 STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN | NASHVILLE, TN | TPA / Administrator CONTRACT ADMINISTRATOR | 183 | $3.7M | $500 |
| THE BLAKEFORD AT GREEN HILLS THE BLAKEFORD AT GREEN HILLS 403(B) PLAN | NASHVILLE, TN | Other SERVICE PROVIDER | 125 | $3.6M | $6K |
| NORTH AMERICAN CHASSIS POOL COOPERATIVE, LLC NACPC 401(K) PLAN | NASHVILLE, TN | TPA / Administrator THIRD PARTY ADMIN. | 143 | $3.6M | $0 |
| EMORY VALLEY CENTER EMORY VALLEY CENTER EMPLOYEE RETIREMENT PLAN | OAK RIDGE, TN | Other OTHER SERVICES | 335 | $3.5M | $9K |
| EMORY VALLEY CENTER EMORY VALLEY CENTER EMPLOYEE RETIREMENT PLAN | OAK RIDGE, TN | Other OTHER SERVICES | 279 | $3.4M | $9K |
| NORTH AMERICAN CHASSIS POOL COOPERATIVE, LLC NACPC 401(K) PLAN | NASHVILLE, TN | TPA / Administrator THIRD PARTY ADMIN. | 247 | $3.1M | $2K |
| WELLVANA INTEGRATION PARTNERS, LLC WELLVANA 401(K) PLAN | NASHVILLE, TN | TPA / Administrator CONTRACT ADMIN | 162 | $2.9M | $11K |
| MRCO, LLC MRCO, LLC 401(K) PLAN | BRENTWOOD, TN | TPA / Administrator TPA | 504 | $2.7M | $2K |
| METRICAN STAMPING LLC METRICAN STAMPING, LLC 401(K)PLAN | DICKSON, TN | TPA / Administrator TPA | 119 | $2.7M | $1K |
| WELLVANA INTEGRATION PARTNERS, LLC WELLVANA 401(K) PLAN | NASHVILLE, TN | TPA / Administrator CONTRACT ADMIN | 199 | $2.5M | $3K |
| METRICAN STAMPING LLC METRICAN STAMPING, LLC 401(K)PLAN | DICKSON, TN | TPA / Administrator TPA | 117 | $2.5M | $1K |
| AVIATION MANPOWER SOLUTIONS AVIATION MANPOWER SOLUTIONS 401(K) PLAN | NASHVILLE, TN | TPA / Administrator TPA | 79 | $1.9M | $0 |
| AVIATION MANPOWER SOLUTIONS AVIATION MANPOWER SOLUTIONS 401(K) PLAN | NASHVILLE, TN | TPA / Administrator TPA | 72 | $1.4M | $134 |
| MARTHA O'BRYAN CENTER MARTHA O'BRYAN CENTER 401(K) PLAN | NASHVILLE, TN | Recordkeeper RECORDKEEPER | 95 | $974K | $700 |
| ENOVATE MEDICAL ENOVATE MEDICAL 401(K) PLAN | TENNESSEE, TN | Accountant / Auditor AUDITOR | 0 | $0 | $23K |
| EDUCATION NETWORKS OF AMERICA, INC. ENA 401(K) PLAN | NASHVILLE, TN | TPA / Administrator TPA | 0 | $0 | $20K |
| VELOCITY RISK UNDERWRITERS, LLC VELOCITY RISK UNDERWRITERS, LLC RETIREMENT PLAN | NASHVILLE, TN | TPA / Administrator THIRD PARTY ADMINISTRATO | 0 | $0 | $0 |
| INSTITUTIONAL WHOLESALE CO., INC. INSTITUTIONAL WHOLESALE COMPANY, INC. PROFIT SHARING PLAN | COOKEVILLE, TN | Other NONE | 0 | $0 | $13K |