B RILEY
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
77
Active participants
287,420
Total plan assets
$131.4B
Filings (rows)
85
Direct comp
$3.2M
Indirect comp
$512K
Aggregating 6 name variants under "B RILEY"
SERVICES PROVIDED
Advisor / Consultant55
Other15
Broker9
Top plans served
Showing top 85 of 77 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GENERAL ELECTRIC COMPANY GENERAL ELECTRIC PENSION TRUST | BOSTON, MA | Broker SECURITIES BROKERAGE | — | $46.7B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $46.2B | $0 |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $44K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $27K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $31K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $14K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.7B | $13K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.1B | $13K |
| WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON, WA | Other NONE | 1,760 | $1.1B | $7K |
| ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 24,235 | $415.2M | $268K |
| ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 28,027 | $403.2M | $664K |
| ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 20,727 | $315.4M | $573K |
| TEAMSTERS HEALTH SERVICE & INSURANCE PLAN OF LOCAL 404 TEAMSTERS HEALTH SERVICES & INSURANCE PLAN LOCAL 404 | SPRINGFIELD, MA | Other NONE | 627 | $188.8M | $35K |
| ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST | LIVONIA, MI | Advisor / Consultant ADVISOR | 2,507 | $172.1M | $50K |
| TEAMSTERS HEALTH SERVICE & INSURANCE PLAN OF LOCAL 404 TEAMSTERS HEALTH SERVICES & INSURANCE PLAN LOCAL 404 | SPRINGFIELD, MA | Other NONE | 712 | $168.3M | $21K |
| ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST | LIVONIA, MI | Advisor / Consultant ADVISOR | 2,807 | $146.5M | $50K |
| ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST | LIVONIA, MI | Advisor / Consultant ADVISOR | 2,578 | $114.8M | $50K |
| ENI US OPERATING CO. INC. ENI US OPERATING CO. INC. SAVINGS AND INVESTMENT PLAN | HOUSTON, TX | Other NONE | 207 | $112.4M | $173K |
| ENI US OPERATING CO. INC. ENI US OPERATING CO. INC. SAVINGS AND INVESTMENT PLAN | HOUSTON, TX | Other NONE | 276 | $109.6M | $118K |
| ENI US OPERATING CO. INC. ENI US OPERATING CO. INC. SAVINGS AND INVESTMENT PLAN | HOUSTON, TX | Other NONE | 276 | $109.6M | $38K |
| ENI US OPERATING CO. INC. ENI US OPERATING CO. INC. SAVINGS AND INVESTMENT PLAN | HOUSTON, TX | Other NONE | 285 | $100.8M | $163K |
| SP HOLDINGS, INC. SP HOLDINGS, INC. 401(K) PLAN | RENTON, WA | Broker BROKER/ADVISER | 474 | $99.0M | $0 |
| SP HOLDINGS, INC. SP HOLDINGS, INC. 401(K) PLAN | RENTON, WA | Broker BROKER/ADVISER | 452 | $87.7M | $0 |
| SP HOLDINGS, INC. SP HOLDINGS, INC. 401(K) PLAN | RENTON, WA | Other NONE | 496 | $76.8M | $0 |
| BULAB HOLDINGS, INC. BULAB EMPLOYEE STOCK OWNERSHIP PLAN | MEMPHIS, TN | Other NONE | 407 | $66.2M | $5K |
| SAIPEM AMERICA, INC. SAIPEM AMERICA, INC. EMPLOYEE RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 205 | $26.5M | $0 |
| LRK INC. LRK INC. 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 119 | $25.6M | $27K |
| PARKHOUSE TIRE SERVICES, INC. EMPLOYEES' 401(K) PLAN OF PARKHOUSE TIRE SERVICE, INC. | BELL GARDENS, CA | Advisor / Consultant ADVISOR | 475 | $22.7M | $50K |
| LRK INC. LRK INC. 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 127 | $22.3M | $59K |
| SAIPEM AMERICA, INC. SAIPEM AMERICA, INC. EMPLOYEE RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 176 | $21.9M | $0 |
| SAIPEM AMERICA, INC. SAIPEM AMERICA, INC. EMPLOYEE RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 176 | $21.9M | $0 |
| SECURITY BANCORP OF TENNESSEE, INC. SECURITY BANCORP OF TENNESSEE SAFE HARBOR 401(K) PROFIT SHARING PLAN | DYERSBURG, TN | Broker BROKER/ADVISER | 130 | $21.7M | $0 |
| PARKHOUSE TIRE SERVICES, INC. EMPLOYEES' 401(K) PLAN OF PARKHOUSE TIRE SERVICE, INC. | BELL GARDENS, CA | Advisor / Consultant ADVISOR | 480 | $21.3M | $11K |
| PARKHOUSE TIRE SERVICES, INC. EMPLOYEES' 401(K) PLAN OF PARKHOUSE TIRE SERVICE, INC. | BELL GARDENS, CA | Advisor / Consultant ADVISOR | 480 | $21.3M | $35K |
| SECURITY BANCORP OF TENNESSEE, INC. SECURITY BANCORP OF TENNESSEE SAFE HARBOR 401(K) PROFIT SHARING PLAN | HALLS, TN | Advisor / Consultant BROKER/ADVISOR | 130 | $19.9M | $0 |
| SECURITY BANCORP OF TENNESSEE, INC. SECURITY BANCORP OF TENNESSEE SAFE HARBOR 401(K) PROFIT SHARING PLAN | HALLS, TN | Advisor / Consultant BROKER/ADVISOR | 121 | $19.4M | $0 |
| PARKHOUSE TIRE SERVICES, INC. EMPLOYEES' 401(K) PLAN OF PARKHOUSE TIRE SERVICE, INC. | BELL GARDENS, CA | Advisor / Consultant ADVISOR | 271 | $19.1M | $51K |
| LRK INC. LRK INC. 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 119 | $18.7M | $58K |
| VAN ZYVERDEN, INC. VAN ZYVERDEN, INC. 401(K) RETIREMENT PLAN | MERIDIAN, MS | Advisor / Consultant RIA | 266 | $18.4M | $17K |
| SAIPEM AMERICA, INC. SAIPEM AMERICA, INC. EMPLOYEE RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 176 | $17.7M | $0 |
| TENNESSEE TRACTOR, LLC TENNESSEE TRACTOR, LLC RETIREMENT SAVINGS PLAN | ALAMO, TN | Advisor / Consultant INVESTMENT ADVISOR | 322 | $16.8M | $46K |
| HELIX TRAFFIC SOLUTIONS, LLC HELIX TRAFFIC SOLUTIONS 401(K) PLAN | MURFREESBORO, TN | Advisor / Consultant RIA | 2,386 | $16.5M | $34K |
| VAN ZYVERDEN, INC. VAN ZYVERDEN, INC. 401(K) RETIREMENT PLAN | MERIDIAN, MS | Advisor / Consultant RIA | 379 | $16.0M | $3K |
| VAN ZYVERDEN, INC. VAN ZYVERDEN, INC. 401(K) RETIREMENT PLAN | MERIDIAN, MS | Other RI/IA | 379 | $16.0M | $35K |
| TENNESSEE TRACTOR, LLC TENNESSEE TRACTOR, LLC RETIREMENT SAVINGS PLAN | ALAMO, TN | Advisor / Consultant INVESTMENT ADVISOR | 326 | $15.3M | $39K |
| PAPERLESS INC. PAPERLESS INC. 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK, NY | Advisor / Consultant ADVISOR | 131 | $14.6M | $22K |
| LMT MERCER GROUP, INC. LMT MERCER GROUP, INC. 401(K) PLAN | LAWRENCEVILLE, NJ | Advisor / Consultant ADVISOR | 307 | $14.5M | $8K |
| VAN ZYVERDEN, INC. VAN ZYVERDEN, INC. 401(K) RETIREMENT PLAN | MERIDIAN, MS | Other RI/IA | 332 | $13.9M | $36K |
| AMERICAN CONTRACT BRIDGE LEAGUE INC. AMERICAN CONTRACT BRIDGE LEAGUE 401(K) RETIREMENT PLAN | HORN LAKE, MS | Advisor / Consultant RIA | 85 | $13.7M | $8K |
| THE EMERY WEINER CENTER FOR JEWISH EDUCATION THE EMERY WEINER SCHOOL TAX 403(B) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 105 | $13.4M | $0 |
| COOPERATIVA DE AHORRO Y CREDITO DE ARECIBO COOPERATIVA DE AHORRO Y CREDITO DE ARECIBO SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) | ARECIBO, PR | Other OTHER | 227 | $13.3M | $17K |
| LMT MERCER GROUP, INC. LMT MERCER GROUP, INC. 401(K) PLAN | LAWRENCEVILLE, NJ | Advisor / Consultant ADVISOR | 339 | $13.3M | $35K |
| TRUMP INTERNATIONAL HOTEL & TOWE TRUMP INTERNATIONAL HOTEL & TOWER CONDOMINIUM 401(K) EMPLOYE | NEW YORK, NY | Advisor / Consultant ADVISOR | 73 | $13.2M | $0 |
| COOPERATIVA DE AHORRO Y CREDITO DE ARECIBO COOPERATIVA DE AHORRO Y CREDITO DE ARECIBO SALARY DEFERRAL RETIREMENT PLAN 1081.01(D) | ARECIBO, PR | Other OTHER | 227 | $12.4M | $16K |
| TENNESSEE TRACTOR, LLC TENNESSEE TRACTOR, LLC RETIREMENT SAVINGS PLAN | ALAMO, TN | Advisor / Consultant INVESTMENT ADVISOR | 328 | $12.3M | $37K |
| AMERICAN CONTRACT BRIDGE LEAGUE INC. AMERICAN CONTRACT BRIDGE LEAGUE 401(K) RETIREMENT PLAN | HORN LAKE, MS | Advisor / Consultant RIA | 89 | $12.0M | $1K |
| AMERICAN CONTRACT BRIDGE LEAGUE INC. AMERICAN CONTRACT BRIDGE LEAGUE 401(K) RETIREMENT PLAN | HORN LAKE, MS | Advisor / Consultant RIA | 89 | $12.0M | $12K |
| THE EMERY WEINER CENTER FOR JEWISH EDUCATION THE EMERY WEINER SCHOOL TAX 403(B) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 103 | $11.3M | $0 |
| THE EMERY WEINER CENTER FOR JEWISH EDUCATION THE EMERY WEINER SCHOOL TAX 403(B) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 103 | $11.3M | $0 |
| PAPERLESS INC. PAPERLESS INC. 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK, NY | Advisor / Consultant ADVISOR | 104 | $10.9M | $22K |
| UNCLE DONALD'S RESTAURANTS, LLC HUEY'S INVESTMENT PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 369 | $10.5M | $9K |
| COOP. A/C DE ARECIBO COOP. A/C DE ARECIBO 1081.01(D) SALARY DEFERRAL RETIREMENT PLAN | ARECIBO, PR | Other OTHER | 211 | $9.8M | $6K |
| THE EMERY WEINER CENTER FOR JEWISH EDUCATION THE EMERY WEINER SCHOOL TAX 403(B) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 103 | $9.7M | $0 |
| UNCLE DONALD'S RESTAURANTS, LLC HUEY'S INVESTMENT PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 375 | $8.9M | $18K |
| UNCLE DONALD'S RESTAURANTS, LLC HUEY'S INVESTMENT PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 375 | $8.9M | $2K |
| FTC SOLAR, INC. FTC SOLAR, INC. 401K PLAN | AUSTIN, TX | Broker BROKER/DEALER | 82 | $8.8M | $200 |
| NEW RIVER SYSTEMS CORPORATION NEW RIVER SYSTEMS 401(K) PLAN | ASHBURN, VA | Other OTHER SERVICES | 118 | $8.2M | $0 |
| PAPERLESS INC. PAPERLESS INC. 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK, NY | Advisor / Consultant ADVISOR | 87 | $8.0M | $21K |
| UNCLE DONALD'S RESTAURANTS, LLC HUEY'S INVESTMENT PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 330 | $7.6M | $21K |
| NASSAU SUFFOLK SERVICES FOR THE AUTISTIC INC. NASSAU SUFFOLK SERVICES FOR THE AUTISTIC INC. 403(B) PLAN | COMMACK, NY | Broker BROKER/ADVISO R | 139 | $6.6M | $0 |
| NASSAU SUFFOLK SERVICES FOR THE AUTISTIC INC. NASSAU SUFFOLK SERVICES FOR THE AUTISTIC INC. 403(B) PLAN | COMMACK, NY | Advisor / Consultant INVESTMENT ADVISOR | 139 | $6.6M | $16K |
| MEETING HOUSE LANE MEDICAL PRACTICE, P.C. MHLMP, P.C. 401K PLAN | SOUTHAMPTON, NY | Advisor / Consultant INVESTMENT ADVISOR | 142 | $5.9M | $26K |
| Q4 DESIGNS LLC Q4 DESIGNS LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK, NY | Advisor / Consultant ADVISOR | 78 | $5.6M | $13K |
| NASSAU SUFFOLK SERVICES FOR THE AUTISTIC INC. NASSAU SUFFOLK SERVICES FOR THE AUTISTIC INC. 403(B) PLAN | COMMACK, NY | Broker BROKER/ADVISO R | 127 | $5.6M | $0 |
| CHRIST COMMUNITY HEALTH SERVICES CHRIST COMMUNITY HEALTH SERVICES 401(K)PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 397 | $5.6M | $13K |
| MEETING HOUSE LANE MEDICAL PRACTICE, P.C. MHLMP, P.C. 401K PLAN | SOUTHAMPTON, NY | Advisor / Consultant INVESTMENT ADVISOR | 116 | $5.2M | $6K |
| Q4 DESIGNS LLC Q4 DESIGNS LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK, NY | Advisor / Consultant ADVISOR | 96 | $4.9M | $5K |
| NASSAU SUFFOLK SERVICES FOR THE AUTISTIC INC. NASSAU SUFFOLK SERVICES FOR THE AUTISTIC INC. 403(B) PLAN | COMMACK, NY | Broker BROKER/ADVISO R | 111 | $4.5M | $0 |
| BIG CANOE PROPERTY OWNERS ASSOC, INC. BIG CANOE POA 401(K) PLAN | JASPER, GA | Advisor / Consultant INVESTMENT ADVISOR | 175 | $3.5M | $21K |
| PAVE ACADEMY CHARTER SCHOOL PAVE ACADEMY CHARTER SCHOOL 401(K) RETIREMENT PLAN | BROOKLYN, NY | Advisor / Consultant ADVISOR | 70 | $2.9M | $0 |
| PAVE ACADEMY CHARTER SCHOOL PAVE ACADEMY CHARTER SCHOOL 401(K) RETIREMENT PLAN | BROOKLYN, NY | Advisor / Consultant ADVISOR | 72 | $2.7M | $0 |
| TRAFON GROUP, INC TRAFON GROUP RETIREMENT PLAN | GUAYNABO, PR | Advisor / Consultant INVESTMENT ADVISOR | 182 | $1.3M | $569 |
| TRAFON GROUP, INC TRAFON GROUP RETIREMENT PLAN | GUAYNABO, PR | Advisor / Consultant INVESTMENT ADVISOR | 103 | $1.2M | $6K |
| TRAFON GROUP, INC TRAFON GROUP RETIREMENT PLAN | GUAYNABO, PR | Advisor / Consultant INVESTMENT ADVISOR | 192 | $1.0M | $2K |
| ALLIED LOGISTICS, CORP. ALLIED LOGISTICS RETIREMENT PLAN | GUAYNABO, PR | Other INVESTMENT MNGT | 207 | $624K | $1K |