Form 5500 Search

BARCLAY PLANNING

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
29
Active participants
16,472
Total plan assets
$542.2M
Filings (rows)
29
Direct comp
$627K
Indirect comp
$25K
Aggregating 2 name variants under "BARCLAY PLANNING"

SERVICES PROVIDED

Other12
TPA / Administrator10
Recordkeeper7

Top plans served

All 29 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
STAHLS' INC.
STAHLS' INC. EMPLOYEES' SALARY SAVINGS PLAN
ST. CLAIR SHORES, MI
Other
SERVICE PROVIDER
1,078$71.9M$58K
STAHLS' INC.
STAHLS' INC. EMPLOYEES' SALARY SAVINGS PLAN
ST. CLAIR SHORES, MI
Other
SERVICE PROVIDER
1,080$63.0M$57K
ONPOINT GROUP, LLC
ONPOINT GROUP, LLC 401(K) PLAN
PERRYBURG, OH
TPA / Administrator
PLAN ADMIN/INVESTMENT ADV
2,585$57.2M$56K
STAHLS' INC.
STAHLS' INC. EMPLOYEES' SALARY SAVINGS PLAN
ST. CLAIR SHORES, MI
Other
SERVICE PROVIDER
1,048$52.4M$63K
JOINT BOARD OF TRUSTEES
DETROIT BREWERS AND DISTRIBUTORS 401(K) PLAN AND TRUST AGREEMENT
ROCHESTER, MI
TPA / Administrator
THIRD PARTY ADMINISTRATO
452$40.5M$23K
JOINT BOARD OF TRUSTEES
DETROIT BREWERS AND DISTRIBUTORS 401(K) PLAN AND TRUST AGREEMENT
ROCHESTER, MI
TPA / Administrator
TPA
423$37.3M$16K
THE ROMINE GROUP
THE ROMINE GROUP, INC. 401(K) PLAN
UTICA, MI
TPA / Administrator
TPA
1,004$33.7M$76K
THE ROMINE GROUP
THE ROMINE GROUP, INC. 401(K) PLAN
UTICA, MI
TPA / Administrator
TPA
926$27.5M$66K
NORTHERN CONCRETE PIPE, INC.
NORTHERN CONCRETE PIPE 401K PROFIT SHARING PLAN
BAY CITY, MI
Other
NONE
207$18.8M$39K
NORTHERN CONCRETE PIPE, INC.
NORTHERN CONCRETE PIPE 401K PROFIT SHARING PLAN
BAY CITY, MI
Other
NONE
188$16.4M$32K
SAS GLOBAL CORPORATION
SURE ALLOY STEEL / ASTECH 401(K) RETIREMENT PLAN
WARREN, MI
Recordkeeper
RECORDKEEPER
181$14.9M$7K
MICHIGAN SURGERY SPECIALISTS, P.C.
MICHIGAN SURGERY SPECIALISTS, P.C. 401(K) PLAN AND TRUST
WARREN, MI
TPA / Administrator
CONTRACT ADMIN
192$12.5M$8K
SAS GLOBAL CORPORATION
SURE ALLOY STEEL / ASTECH 401(K) RETIREMENT PLAN
WARREN, MI
Recordkeeper
RECORDKEEPER
180$11.8M$7K
MICHIGAN SURGERY SPECIALISTS, P.C.
MICHIGAN SURGERY SPECIALISTS, P.C. 401(K) PLAN AND TRUST
WARREN, MI
TPA / Administrator
CONTRACT ADMIN
163$10.2M$2K
MICHIGAN SURGERY SPECIALISTS, P.C.
MICHIGAN SURGERY SPECIALISTS, P.C. 401(K) PLAN AND TRUST
WARREN, MI
Recordkeeper
RECORDKEEPER
146$10.1M$9K
SOUTHWEST SOLUTIONS
SOUTHWEST SOLUTIONS ERISA 403(B) PLAN
DETROIT, MI
TPA / Administrator
THIRD PARTY ADMIN
177$10.0M$13K
STREETCAR ORV LLC
AMERICAN EXPEDITION VEHICLES 401(K) PLAN
WIXOM, MI
Other
CONTACT ADMIN
129$8.9M$11K
QUALITY SPRING/TOGO
QUALITY SPRING/TOGO, INC. HOURLY EMPLOYEES RETIREMENT PLAN
COLDWATER, MI
Other
SERVICE PROVIDER
0$5.4M$24K
QUALITY SPRING/TOGO
QUALITY SPRING/TOGO, INC. HOURLY EMPLOYEES RETIREMENT PLAN
COLDWATER, MI
Other
SERVICE PROVIDER
0$5.0M$23K
QUALITY SPRING/TOGO
QUALITY SPRING/TOGO, INC. HOURLY EMPLOYEES RETIREMENT PLAN
COLDWATER, MI
Other
SERVICE PROVIDER
27$4.7M$24K
SOUTHFIELD REHABILITATION COMPANY
SURGEONS CHOICE MEDICAL CENTER 401(K) PLAN AND TRUST
SOUTHFIELD, MI
Recordkeeper
RECORDKEEPER
182$4.2M$0
SOUTHFIELD REHABILITATION COMPANY
SURGEONS CHOICE MEDICAL CENTER 401(K) PLAN AND TRUST
SOUTHFIELD, MI
Recordkeeper
RECORDKEEPER
158$3.9M$0
FRONIUS USA, LLC
FRONIUS USA 401(K) PLAN
PORTAGE, IN
Other
SERVICE PROVIDER
141$3.8M$1K
SUPER C GROUP, LLC
SUPER C GROUP, LLC EMPLOYEE 401(K) PLAN
BLOOMFIELD HILLS, MI
Other
SERVICE PROVIDER
1,613$3.4M$8K
SUPER C GROUP, LLC
SUPER C GROUP, LLC EMPLOYEE 401(K) PLAN
BLOOMFIELD HILLS, MI
TPA / Administrator
THIRD PARTY ADMINISTRATO
1,945$3.4M$0
SOUTHFIELD REHABILITATION COMPANY
SURGEONS CHOICE MEDICAL CENTER 401(K) PLAN AND TRUST
SOUTHFIELD, MI
Recordkeeper
RECORDKEEPER
135$3.2M$0
TAPLIN HOLDINGS, LLC
TAPLIN HOLDINGS, LLC 401(K) PLAN
KALAMAZOO, MI
Recordkeeper
RECORDKEEPER
154$2.8M$2K
SUPER C GROUP, LLC
SUPER C GROUP, LLC EMPLOYEE 401(K) PLAN
BLOOMFIELD HILLS, MI
TPA / Administrator
THIRD PARTY ADMINISTRATO
1,831$2.8M$0
FRONIUS USA, LLC
FRONIUS USA 401(K) PLAN
PORTAGE, IN
Other
SERVICE PROVIDER
127$2.5M$908
BARCLAY PLANNING — Form 5500 Service Provider Profile | Form 5500 Search