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 |
|---|---|---|---|---|---|---|
| The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings | CLEVELAND, OH | Advisor / Consultant | 68,206 | $9.2B | $64K | $0 |
| YALE University YALE University Retirement Account Plan · all filings | NEW HAVEN, CT | Other service providers | 13,709 | $8.3B | $93K | $0 |
| The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings | CLEVELAND, OH | Advisor / Consultant | 65,407 | $7.5B | $19K | $0 |
| YALE University YALE University Retirement Account Plan · all filings | NEW HAVEN, CT | Other service providers | 13,006 | $7.4B | $53K | $0 |
| YALE University YALE University Retirement Account Plan · all filings | NEW HAVEN, CT | Other service providers | 11,507 | $6.4B | $14K | $0 |
| The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings | CLEVELAND, OH | Advisor / Consultant | 54,690 | $6.3B | $17K | $0 |
| The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings | CLEVELAND, OH | Advisor / Consultant | — | $4.3B | $18K | $0 |
| The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings | CLEVELAND, OH | Advisor / Consultant | — | $3.7B | $10K | $0 |
| The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings | CLEVELAND, OH | Advisor / Consultant | — | $3.1B | $20K | $0 |
| YALE University YALE University Tax-Deferred 403(b) Savings Plan · all filings | NEW HAVEN, CT | Other service providers | 20,372 | $873.9M | $6K | $0 |
| University of Dayton University of Dayton TDA Plan · all filings | DAYTON, OH | Other service providers | 4,308 | $667.3M | $6K | $0 |
| University of Dayton University of Dayton Defined Contribution Retirement Plan · all filings | DAYTON, OH | Other service providers | 3,084 | $382.0M | $10K | $0 |
| Pencor Services, Inc. Pencor Services, Inc. NON-Agreement Pension Plan · all filings | PALMERTON, PA | Advisor / Consultant | 707 | $162.4M | $728K | $0 |
| Pencor Services, Inc. Pencor Services, Inc. NON-Agreement Pension Plan · all filings | PALMERTON, PA | Advisor / Consultant | 699 | $144.9M | $641K | $0 |
| Quantum Physician Services, LLC Quantum Radiology, P.C. Retirement Plan · all filings | MARIETTA, GA | Other service providers | 151 | $86.4M | $0 | $0 |
| Quantum Physician Services, LLC Quantum Radiology, P.C. Retirement Plan · all filings | MARIETTA, GA | Other service providers | 151 | $78.9M | $0 | $0 |
| Gilmore & Bell, P.C. Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust · all filings | KANSAS CITY, MO | Advisor / Consultant | 119 | $72.5M | $44K | $0 |
| Quantum Physician Services, LLC Quantum Radiology, P.C. Retirement Plan · all filings | MARIETTA, GA | Other service providers | 122 | $61.7M | $7K | $0 |
| Extraco Corporation Extraco Corporation Retirement Plan · all filings | TEMPLE, TX | Advisor / Consultant | 333 | $59.8M | $69K | $0 |
| Tully Construction Co., Inc. Tully Group Employee Savings and Protection Plan · all filings | FLUSHING, NY | Advisor / Consultant | 953 | $46.8M | $0 | $0 |
| Extraco Corporation Extraco Corporation Retirement Plan · all filings | TEMPLE, TX | Advisor / Consultant | 334 | $46.6M | $21K | $0 |
| Tully Construction Co., Inc. Tully Group Employee Savings and Protection Plan · all filings | FLUSHING, NY | Advisor / Consultant | 945 | $39.2M | $30K | $0 |
| Blaise Alexander Management, Inc. Alexander Family Dealerships 401(k) Profit Sharing Plan · all filings | MUNCY, PA | Recordkeeper | 741 | $29.7M | $235K | $0 |
| Blaise Alexander Management, Inc. Alexander Family Dealerships 401(k) Profit Sharing Plan · all filings | MUNCY, PA | Recordkeeper | 739 | $27.2M | $12K | $0 |
| Pennian Bank Pennian Bank 401(k) Plan · all filings | MIFFLINTOWN, PA | Other service providers | 127 | $8.3M | $26K | $0 |
