Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| United Heritage Financial Group United Heritage Financial Group 401(k) Plan · all filings | MERIDIAN, ID | Advisor / Consultant | 132 | $39.5M | $38K | $0 |
| United Heritage Financial Group United Heritage Financial Group 401(k) Plan · all filings | MERIDIAN, ID | Advisor / Consultant | 160 | $37.0M | $38K | $0 |
| CLF Ontario, Inc. d/b/a SOLU Technology Partners SOLU Technology Partners 401(k) Plan · all filings | VICTOR, NY | Broker | 258 | $21.2M | $12K | $0 |
| Shuman Physical Therapy Associates, PC Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan · all filings | ROCHESTER, NY | Advisor / Consultant | 223 | $15.0M | $0 | $0 |
| B.T. Construction, Inc. B. T. Construction, Inc. Profit Sharing Plan · all filings | HENDERSON, CO | Advisor / Consultant | 161 | $14.5M | $22K | $6 |
| Shuman Physical Therapy Associates, PC Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan · all filings | ROCHESTER, NY | Advisor / Consultant | 210 | $12.5M | $11K | $0 |
| Goodwill of the Finger Lakes, Inc. Goodwill of the Finger Lakes, Inc. 403(b) Plan · all filings | ROCHESTER, NY | Other service providers | 771 | $10.6M | $24K | $0 |
| Humane Society of Rochester and Monroe County, for the P.C.A., Inc. Lollypop Farm, Humane Society of Greater Rochester Retirement Plan · all filings | FAIRPORT, NY | Advisor / Consultant | 153 | $6.6M | $16K | $0 |
