ADVANCED RETIREMENT SOLUTIONS
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
23
Active participants
6,635
Total plan assets
$299.0M
Filings (rows)
23
Direct comp
$320K
Indirect comp
$96K
SERVICES PROVIDED
Advisor / Consultant17
Other6
Top plans served
All 23 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE LIBERTY COMPANY INSURANCE BROKERS, INC. THE LIBERTY COMPANY 401(K) PLAN | WOODLAND HILLS, CA | Advisor / Consultant INVESTMENT ADVISOR | 767 | $29.9M | $46K |
| INFOSTRETCH CORPORATION INFOSTRETCH 401(K) PROFIT SHARING PLAN | SANTA CLARA, CA | Other OTHER FEES | 545 | $23.8M | $0 |
| THE LIBERTY COMPANY INSURANCE BROKERS, INC. THE LIBERTY COMPANY 401(K) PLAN | WOODLAND HILLS, CA | Advisor / Consultant INVESTMENT ADVISOR | 662 | $23.3M | $37K |
| SOUNDTHINKING, INC. SOUNDTHINKING, INC. 401(K) PLAN | FREMONT, CA | Advisor / Consultant ADVISOR | 323 | $18.2M | $20K |
| THE LIBERTY COMPANY INSURANCE BROKERS, INC. THE LIBERTY COMPANY 401(K) PLAN | WOODLAND HILLS, CA | Advisor / Consultant INVESTMENT ADVISOR | 743 | $17.1M | $19K |
| COAST COUNTIES TRUCK & EQUIPMENT COMPANY COAST COUNTIES TRUCK & EQUIPMENT PROFIT SHARING 401(K) PLAN | SAN JOSE, CA | Other SERVICE PROVIDER | 136 | $16.1M | $0 |
| INFOSTRETCH CORPORATION INFOSTRETCH 401(K) PROFIT SHARING PLAN | SANTA CLARA, CA | Advisor / Consultant ADVISOR | 340 | $14.7M | $24K |
| SOUNDTHINKING, INC. SOUNDTHINKING, INC. 401(K) PLAN | FREMONT, CA | Advisor / Consultant ADVISOR | 295 | $13.7M | $15K |
| COAST COUNTIES TRUCK & EQUIPMENT COMPANY COAST COUNTIES TRUCK & EQUIPMENT PROFIT SHARING 401(K) PLAN | SAN JOSE, CA | Other SERVICE PROVIDER | 155 | $13.3M | $0 |
| COMMUNITY SOLUTIONS COMMUNITY SOLUTIONS 403(B) PLAN | GILROY, CA | Advisor / Consultant INVESTMENT ADVISOR | 399 | $13.0M | $16K |
| COAST COUNTIES TRUCK & EQUIPMENT COMPANY COAST COUNTIES TRUCK & EQUIPMENT PROFIT SHARING 401(K) PLAN | SAN JOSE, CA | Other SERVICE PROVIDER | 120 | $11.0M | $0 |
| COMMUNITY SOLUTIONS COMMUNITY SOLUTIONS 403(B) PLAN | GILROY, CA | Advisor / Consultant INVESTMENT ADVISOR | 358 | $10.5M | $12K |
| SHOTSPOTTER, INC. SHOTSPOTTER, INC. 401(K) PLAN | FREMONT, CA | Advisor / Consultant ADVISOR | 204 | $10.0M | $17K |
| LORD & SONS, INC. LORD & SONS, INC. 401(K) PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 200 | $9.9M | $19K |
| KBM OFFICE EQUIPMENT, INC. KBM OFFICE EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 81 | $9.5M | $8K |
| LORD & SONS, INC. LORD & SONS, INC. 401(K) PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 188 | $9.0M | $17K |
| COMMUNITY SOLUTIONS COMMUNITY SOLUTIONS 403(B) PLAN | GILROY, CA | Advisor / Consultant INVESTMENT ADVISOR | 359 | $8.9M | $12K |
| CARMEL VALLEY MANOR CARMEL VALLEY MANOR 403(B)(7) PLAN | CARMEL, CA | Other SERVICE PROVIDER | 140 | $8.4M | $0 |
| THE HEALTH TRUST THE HEALTH TRUST SAVINGS PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 90 | $8.2M | $15K |
| LORD & SONS, INC. LORD & SONS, INC. 401(K) PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 163 | $7.9M | $16K |
| KBM OFFICE EQUIPMENT, INC. KBM OFFICE EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 113 | $7.8M | $14K |
| CARMEL VALLEY MANOR CARMEL VALLEY MANOR 403(B)(7) PLAN | CARMEL, CA | Other SERVICE PROVIDER | 145 | $7.5M | $0 |
| KBM OFFICE EQUIPMENT, INC. KBM OFFICE EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 109 | $7.2M | $13K |