AGILIS PARTNERS
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
100
Active participants
175,326
Total plan assets
$29.8B
Filings (rows)
100
Direct comp
$16.4M
Indirect comp
$0
SERVICES PROVIDED
Other84
Actuary9
Advisor / Consultant7
Top plans served
All 100 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other NONE | 27,531 | $4.2B | $14K |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other NONE | 27,092 | $4.2B | $14K |
| GRAHAM HOLDINGS COMPANY THE RETIREMENT PLAN FOR GRAHAM HOLDINGS COMPANY | ARLINGTON, VA | Other NONE | 6,579 | $3.0B | $23K |
| BOARD OF TRUSTEES, SOUND RETIREMENT TRUST SOUND RETIREMENT TRUST | BOTHELL, WA | Other NONE | 75,402 | $2.6B | $194K |
| COMERICA INCORPORATED COMERICA INCORPORATED RETIREMENT INCOME ACCOUNT PLAN | DALLAS, TX | Other NONE | 6,371 | $2.5B | $9K |
| WHIRLPOOL CORPORATION WHIRLPOOL CORPORATION AND SUBSIDIARY EMPLOYEES' RETIREMENT TRUST | BENTON HARBOR, MI | Other NONE | — | $1.8B | $13K |
| THE AMERICAN NATIONAL RED CROSS RETIREMENT SYSTEM OF THE AMERICAN NATIONAL RED CROSS | WASHINGTON, DC | Other NONE | 4,198 | $1.1B | $25K |
| COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATION CBERA PLAN A | NORWOOD, MA | Other NONE | 2,856 | $813.5M | $15K |
| BOARD OF TRUSTEES, MINNEAPOLIS RETAIL MEAT CUTTERS MINNEAPOLIS RETAIL MEAT CUTTERS AND FOOD HANDLERS PENSION FUND | BLOOMINGTON, MN | Other NONE | 1,611 | $678.8M | $20K |
| THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION PENSION PLAN | JACKSONVILLE, FL | Other NONE | 1,586 | $601.6M | $9K |
| THE NASSAU COMPANIES OF NEW YORK THE NASSAU COMPANIES OF NEW YORK EMPLOYEE PENSION PLAN | HARTFORD, CT | Other NONE | 142 | $486.9M | $30K |
| THE NASSAU COMPANIES OF NEW YORK THE NASSAU COMPANIES OF NEW YORK EMPLOYEE PENSION PLAN | HARTFORD, CT | Other NONE | 150 | $477.4M | $142K |
| THE NASSAU COMPANIES OF NEW YORK THE NASSAU COMPANIES OF NEW YORK EMPLOYEE PENSION PLAN | HARTFORD, CT | Other NONE | 152 | $453.2M | $178K |
| BOMBARDIER AEROSPACE (HOLDINGS) USA INC. RETIREMENT PLAN FOR EMPLOYEES OF LEARJET INC., BOMBARDIER AEROSPACE CORPORATION AND AFFILIATES | — | Other NONE | 982 | $439.1M | $9K |
| FOOT LOCKER, INC. FOOT LOCKER RETIREMENT PLAN | NEW YORK, NY | Other NONE | 3,486 | $367.4M | $13K |
| UTICA MUTUAL INSURANCE COMPANY RETIREMENT INCOME PLAN OF UTICA MUTUAL INSURANCE COMPANY | NEW HARTFORD, NY | Other NONE | 275 | $330.9M | $7K |
| REGAL REXNORD CORPORATION REGAL REXNORD 401(K) PLAN | MILWAUKEE, WI | Other NONE | 3,178 | $304.9M | $9K |
| TRUSTEES OF LOCAL 153- GHI PENSION PLAN LOCAL 153-GHI PENSION PLAN | NEW YORK, NY | Other NONE | 126 | $251.5M | $796K |
| TRUSTEES OF LOCAL 153- GHI PENSION PLAN LOCAL 153-GHI PENSION PLAN | NEW YORK, NY | Actuary ACTUARY | 143 | $240.7M | $574K |
| TRUSTEES OF LOCAL 153- GHI PENSION PLAN LOCAL 153-GHI PENSION PLAN | NEW YORK, NY | Other NONE | 117 | $237.4M | $412K |
| L.L.BEAN, INC. L.L.BEAN, INC. PENSION PLAN | FREEPORT, ME | Other NONE | 346 | $208.0M | $16K |
| FIRSTGROUP SERVICES, INC. LEGACY GREYHOUND LINES, INC./AMALGAMATED TRANSIT UNION NATIONAL LOCAL 1700 RETIREMENT PLAN | WILMINGTON, DE | Other NONE | 0 | $179.4M | $176K |
| KADANT INC. THE KADANT INC. 401(K) RETIREMENT SAVINGS PLAN | WESTFORD, MA | Advisor / Consultant CONSULTANT | 1,047 | $177.5M | $35K |
| MACDERMID, INCORPORATED MACDERMID, INCORPORATED EMPLOYEES' PENSION PLAN | WATERBURY, CT | Other NONE | 280 | $164.6M | $201K |
| MACDERMID, INCORPORATED MACDERMID, INCORPORATED EMPLOYEES' PENSION PLAN | WATERBURY, CT | Other NONE | 250 | $163.8M | $206K |
| MACDERMID, INCORPORATED MACDERMID, INCORPORATED EMPLOYEES' PENSION PLAN | WATERBURY, CT | Other NONE | 305 | $160.9M | $194K |
| KADANT INC. THE KADANT INC. 401(K) RETIREMENT SAVINGS PLAN | WESTFORD, MA | Advisor / Consultant INVESMENT ADVISOR | 1,026 | $153.2M | $38K |
| COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATION CBERA PLAN C | NORWOOD, MA | Actuary ACTUARY | 350 | $130.0M | $418K |
| CARMEUSE LIME, INC. RETIREMENT PLAN FOR EMPLOYEES OF CARMEUSE LIME, INC. AND SUBSIDIARIES | PITTSBURGH, PA | Other NONE | 326 | $116.7M | $9K |
| EMBLEMHEALTH SERVICES COMPANY, LLC EMBLEMHEALTH SERVICES COMPANY, LLC EMPLOYEES' RETIREMENT PLAN AND TRUST II | NEW YORK, NY | Other NONE | 93 | $115.3M | $765K |
| BD. OF TRUSTEES, AMENDED & RESTATED HIP-LOCAL 153 PENSION PLAN EHS - LOCAL 153 PENSION PLAN | NEW YORK, NY | Other NONE | 19 | $111.7M | $581K |
| THIELE KAOLIN COMPANY THIELE KAOLIN COMPANY RETIREMENT PLAN | SANDERSVILLE, GA | Other NONE | 201 | $111.3M | $62K |
| EMBLEMHEALTH SERVICES COMPANY, LLC EMBLEMHEALTH SERVICES COMPANY, LLC EMPLOYEES' RETIREMENT PLAN AND TRUST II | NEW YORK, NY | Other NONE | 85 | $110.7M | $494K |
| SIRVA INC. SIRVA EMPLOYEES RETIREMENT PLAN | OAKBROOK TERRACE, IL | Other NONE | 148 | $109.7M | $8K |
| EMBLEMHEALTH SERVICES COMPANY, LLC EMBLEMHEALTH SERVICES COMPANY, LLC EMPLOYEES' RETIREMENT PLAN AND TRUST II | NEW YORK, NY | Actuary ACTUARY | 115 | $109.1M | $359K |
| BD. OF TRUSTEES, AMENDED & RESTATED HIP-LOCAL 153 PENSION PLAN EHS - LOCAL 153 PENSION PLAN | NEW YORK, NY | Actuary ACTUARY | 31 | $105.8M | $374K |
| BD. OF TRUSTEES, AMENDED & RESTATED HIP-LOCAL 153 PENSION PLAN EHS - LOCAL 153 PENSION PLAN | NEW YORK, NY | Other NONE | 19 | $105.0M | $412K |
| COCA-COLA BEVERAGES NORTHEAST, INC. PENSION PLAN FOR EMPLOYEES OF COCA-COLA BEVERAGES NORTHEAST, INC. | BEDFORD, NH | Other NONE | 1,093 | $100.6M | $797K |
| THIELE KAOLIN COMPANY THIELE KAOLIN COMPANY RETIREMENT PLAN | SANDERSVILLE, GA | Other NONE | 155 | $100.2M | $111K |
| CLARKS AMERICAS, INC. C & J CLARK COMPANY PENSION PLAN | NEEDHAM, MA | Other NONE | 107 | $100.1M | $10K |
| AIPCF VI LG FUNDING, LP GERBER PENSION PLAN | NEW YORK, NY | Other NONE | 0 | $99.2M | $302K |
| VIRTUA HEALTH VIRTUA PENSION EQUITY PLAN | MARLTON, NJ | Other NONE | 971 | $96.7M | $12K |
| COCA-COLA BEVERAGES NORTHEAST, INC. PENSION PLAN FOR EMPLOYEES OF COCA-COLA BEVERAGES NORTHEAST, INC. | BEDFORD, NH | Other NONE | 1,093 | $90.5M | $569K |
| NEWBURY CORPORATION NEWBURY CORPORATION PENSION PLAN | DEDHAM, MA | Other NONE | 123 | $79.6M | $128K |
| PRYSMIAN CABLES AND SYS USA, LLC PRYSMIAN GROUP U.S. PENSION PLAN MASTER TRUST | HIGHLAND HEIGHTS, KY | Other ADMIN /CONSULTING | — | $75.8M | $9K |
| NEWBURY CORPORATION NEWBURY CORPORATION PENSION PLAN | DEDHAM, MA | Other NONE | 125 | $74.6M | $145K |
| BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 PENSION FUND ROOFERS LOCAL NO. 9 PENSION PLAN | EAST HARTFORD, CT | Other NONE | 182 | $73.6M | $31K |
| AIPCF VI LG FUNDING, LP GERBER PENSION PLAN | NEW YORK, NY | Other NONE | 0 | $73.0M | $629K |
| AIPCF VI LG FUNDING, LP GERBER PENSION PLAN | NEW YORK, NY | Other NONE | 0 | $68.9M | $183K |
| BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 PENSION FUND ROOFERS LOCAL NO. 9 PENSION PLAN | EAST HARTFORD, CT | Other NONE | 188 | $68.5M | $30K |
| COCA-COLA BEVERAGES NORTHEAST, INC. PENSION PLAN FOR LEGACY AND LOWELL EMPLOYEES OF COCA-COLA BEVERAGES NORTHEAST, INC. | BEDFORD, NH | Other NONE | 291 | $66.7M | $493K |
| INSTITUTION FOR SAVINGS IN NEWBURYPORT THE DEFINED BENEFIT PLAN OF THE INSTITUTION FOR SAVINGS IN NEWBURYPORT | NEWBURYPORT, MA | Actuary ACTUARY | 161 | $65.3M | $33K |
| GORTON'S INC. GORTON'S RETIREMENT PLAN | GLOUCESTER, MA | Advisor / Consultant CONSULTANT | 76 | $59.3M | $40K |
| GORTON'S INC. GORTON'S RETIREMENT PLAN | GLOUCESTER, MA | Advisor / Consultant CONSULTANT | 82 | $58.6M | $30K |
| YOUNG'S MARKET COMPANY, LLC RETIREMENT INCOME PLAN FOR NONBARGAINING UNIT EMPLOYEES OF YOUNG'S MARKET COMPANY, LLC | ATLANTA, GA | Other NONE | 165 | $55.5M | $360K |
| VESUVIUS USA CORPORATION VESUVIUS USA CORPORATION PENSION PLAN | CHARLOTTE, NC | Other NONE | 81 | $55.5M | $336K |
| DONCASTERS, INC. DONCASTERS, INC. EMPLOYEE SAVINGS PLAN | GROTON, CT | Other NONE | 651 | $54.6M | $7K |
| YOUNG'S MARKET COMPANY, LLC RETIREMENT INCOME PLAN FOR NONBARGAINING UNIT EMPLOYEES OF YOUNG'S MARKET COMPANY, LLC | ATLANTA, GA | Other NONE | 148 | $54.6M | $426K |
| GORTON'S INC. GORTON'S RETIREMENT PLAN | GLOUCESTER, MA | Advisor / Consultant CONSULTANT | 72 | $54.4M | $79K |
| YOUNG'S MARKET COMPANY, LLC RETIREMENT INCOME PLAN FOR NONBARGAINING UNIT EMPLOYEES OF YOUNG'S MARKET COMPANY, LLC | ATLANTA, GA | Other NONE | 136 | $52.1M | $250K |
| BLYTHEDALE CHILDREN'S HOSPITAL RETIREMENT PLAN FOR THE EMPLOYEES OF BLYTHEDALE CHILDREN'S HOSPITAL | VALHALLA, NY | Other NONE | 141 | $51.8M | $145K |
| VESUVIUS USA CORPORATION VESUVIUS USA CORPORATION PENSION PLAN | CHARLOTTE, NC | Other NONE | 75 | $50.7M | $268K |
| BLYTHEDALE CHILDREN'S HOSPITAL RETIREMENT PLAN FOR THE EMPLOYEES OF BLYTHEDALE CHILDREN'S HOSPITAL | VALHALLA, NY | Other NONE | 159 | $49.6M | $36K |
| INSTITUTION FOR SAVINGS IN NEWBURYPORT THE DEFINED BENEFIT PLAN OF THE INSTITUTION FOR SAVINGS IN NEWBURYPORT | NEWBURYPORT, MA | Actuary ACTUARY | 152 | $49.6M | $28K |
| BLYTHEDALE CHILDREN'S HOSPITAL RETIREMENT PLAN FOR THE EMPLOYEES OF BLYTHEDALE CHILDREN'S HOSPITAL | VALHALLA, NY | Other NONE | 136 | $49.4M | $145K |
| VESUVIUS USA CORPORATION VESUVIUS USA CORPORATION PENSION PLAN | CHARLOTTE, NC | Other NONE | 89 | $45.9M | $262K |
| COCA-COLA BEVERAGES NORTHEAST, INC. PENSION PLAN FOR EMPLOYEES OF COCA-COLA BEVERAGES NORTHEAST, INC. | BEDFORD, NH | Other NONE | 722 | $31.6M | $497K |
| AURORIUM DENHAM SPRINGS LLC CRANSTON PRINT WORKS GENERAL EMPLOYEES' RETIREMENT PLAN | INDIANAPOLIS, IN | Other NONE | 10 | $29.0M | $178K |
| AURORIUM DENHAM SPRINGS LLC CRANSTON PRINT WORKS GENERAL EMPLOYEES' RETIREMENT PLAN | INDIANAPOLIS, IN | Other NONE | 10 | $26.3M | $203K |
| BERCEN CHEMICALS LLC CRANSTON PRINT WORKS GENERAL EMPLOYEES' RETIREMENT PLAN | INDIANAPOLIS, IN | Other NONE | 13 | $26.0M | $174K |
| ADAMS COMMUNITY BANK THE DEFINED BENEFIT PLAN OF ADAMS COMMUNITY BANK | ADAMS, MA | Actuary ACTUARY | 102 | $24.0M | $29K |
| R.W. SIDLEY, INC. R. W. SIDLEY, INC. EMPLOYEES' RETIREMENT PLAN | PAINESVILLE, OH | Other NONE | 84 | $20.3M | $53K |
| R.W. SIDLEY, INC. R. W. SIDLEY, INC. EMPLOYEES' RETIREMENT PLAN | THOMPSON, OH | Other NONE | 12 | $19.9M | $85K |
| R.W. SIDLEY, INC. R. W. SIDLEY, INC. EMPLOYEES' RETIREMENT PLAN | THOMPSON, OH | Other NONE | 40 | $19.9M | $80K |
| ADAMS COMMUNITY BANK THE DEFINED BENEFIT PLAN OF ADAMS COMMUNITY BANK | ADAMS, MA | Actuary ACTUARY | 108 | $18.8M | $28K |
| INSTRUMENTATION LABORATORY INSTRUMENTATION LABORATORY RETIREMENT PLAN | BEDFORD, MA | Other NONE | 97 | $15.4M | $36K |
| INSTRUMENTATION LABORATORY INSTRUMENTATION LABORATORY RETIREMENT PLAN | BEDFORD, MA | Other NONE | 93 | $15.3M | $61K |
| INSTRUMENTATION LABORATORY INSTRUMENTATION LABORATORY RETIREMENT PLAN | BEDFORD, MA | Other NONE | 90 | $14.1M | $57K |
| UNITED LAUNCH ALLIANCE UNITED LAUNCH ALLIANCE PENSION PLAN FOR HOURLY EMPLOYEES OF THE SPACE SYSTEMS GROUP AT HARLINGEN | CENTENNIAL, CO | Other NONE | 7 | $12.6M | $33K |
| UNITED LAUNCH ALLIANCE UNITED LAUNCH ALLIANCE PENSION PLAN FOR HOURLY EMPLOYEES OF THE SPACE SYSTEMS GROUP AT HARLINGEN | CENTENNIAL, CO | Other NONE | 42 | $12.2M | $109K |
| UNITED LAUNCH ALLIANCE UNITED LAUNCH ALLIANCE PENSION PLAN FOR HOURLY EMPLOYEES OF THE SPACE SYSTEMS GROUP AT HARLINGEN | CENTENNIAL, CO | Other NONE | 2 | $12.0M | $51K |
| DONCASTERS, INC. RETIREMENT PLAN OF DONCASTERS INC. APPLICABLE TO EMPLOYEES PAID IN UNITED STATES DOLLARS | GROTON, CT | Other NONE | 14 | $11.1M | $52K |
| RWC, INC. RWC, INC. BARGAINING EMPLOYEES' RETIREMENT PLAN | BAY CITY, MI | Advisor / Consultant PLAN CONSULTANT | 5 | $10.8M | $37K |
| DONCASTERS, INC. RETIREMENT PLAN OF DONCASTERS INC. APPLICABLE TO EMPLOYEES PAID IN UNITED STATES DOLLARS | GROTON, CT | Other NONE | 9 | $10.7M | $51K |
| DONCASTERS, INC. RETIREMENT PLAN OF DONCASTERS INC. APPLICABLE TO EMPLOYEES PAID IN UNITED STATES DOLLARS | GROTON, CT | Other NONE | 16 | $10.3M | $91K |
| BRADLEY COMPANY, LLC BRADLEY CORPORATION PENSION PLAN | MENOMONEE FALLS, WI | Other NONE | 0 | $7.9M | $14K |
| NEW ENGLAND AQUARIUM CORPORATION NEW ENGLAND AQUARIUM CORPORATION PENSION PLAN | BOSTON, MA | Other NONE | 22 | $4.6M | $150K |
| BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 HEALTH FUND ROOFERS LOCAL NO. 9 HEALTH PLAN | EAST HARTFORD, CT | Other NONE | 210 | $4.5M | $15K |
| BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 HEALTH FUND ROOFERS LOCAL NO. 9 HEALTH PLAN | EAST HARTFORD, CT | Other NONE | 191 | $4.3M | $15K |
| AGCO CORPORATION AGCO EMPLOYEES' RETIREMENT PLAN | DULUTH, GA | Other NONE | 0 | $1.5M | $11K |
| BRD OF TRUSTEES, EMBLEMHEALTH SRVC CO. CASH BAL. PLN FOR COLL BAR EMBLEMHEALTH SERVICES COMPANY, LLC CASH BALANCE PLAN AND TRUST FOR COLLECTIVELY BARGAINED EMPLOYEES | NEW YORK, NY | Other NONE | 48 | $1.1M | $106K |
| MANITOU AMERICA HOLDING, INC. GEHL COMPANY RETIREMENT INCOME PLAN B | WEST BEND, WI | Other NONE | 0 | $1.1M | $12K |
| BRD OF TRUSTEES, EMBLEMHEALTH SRVC CO. CASH BAL. PLN FOR COLL BAR EMBLEMHEALTH SERVICES COMPANY, LLC CASH BALANCE PLAN AND TRUST FOR COLLECTIVELY BARGAINED EMPLOYEES | NEW YORK, NY | Actuary ACTUARY | 73 | $1.0M | $38K |
| BRD OF TRUSTEES, EMBLEMHEALTH SRVC CO. CASH BAL. PLN FOR COLL BAR EMBLEMHEALTH SERVICES COMPANY, LLC CASH BALANCE PLAN AND TRUST FOR COLLECTIVELY BARGAINED EMPLOYEES | NEW YORK, NY | Other NONE | 36 | $882K | $95K |
| THE CLOROX COMPANY THE CLOROX COMPANY PENSION PLAN | OAKLAND, CA | Other NONE | 0 | $337K | $16K |
| ACH FOOD COMPANIES, INC. ACH FOOD COMPANIES, INC. EMPLOYEES' PENSION PLAN | OAKBROOK TERRACE, IL | Other NONE | 0 | $97K | $10K |
| AIPCF VI LG FUNDING, LP GERBER PENSION PLAN | NEW YORK, NY | Other NONE | 0 | $0 | $479K |
| RWC, INC. RWC, INC. BARGAINING EMPLOYEES' RETIREMENT PLAN | BAY CITY, MI | Advisor / Consultant PLAN CONSULTANT | 0 | $0 | $151K |
| CENTURY FURNITURE, LLC CENTURY FURNITURE, LLC PENSION PLAN AND TRUST | HICKORY, NC | Other NONE | 0 | $0 | $213K |
| FIRSTGROUP SERVICES, INC. LEGACY GREYHOUND LINES, INC./AMALGAMATED TRANSIT UNION NATIONAL LOCAL 1700 RETIREMENT PLAN | WILMINGTON, DE | Other NONE | 0 | $0 | $459K |