BENEFIT FINANCIAL
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
53
Active participants
96,215
Total plan assets
$11.2B
Filings (rows)
54
Direct comp
$2.2M
Indirect comp
$11
Aggregating 8 name variants under "BENEFIT FINANCIAL"
SERVICES PROVIDED
Other28
Advisor / Consultant24
TPA / Administrator1
Top plans served
Showing top 54 of 53 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MERCURY GENERAL CORPORATION MERCURY GENERAL CORPORATION PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant CONSULTANT | 4,207 | $940.9M | $50K |
| MERCURY GENERAL CORPORATION MERCURY GENERAL CORPORATION PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant CONSULTANT | 4,131 | $814.9M | $50K |
| VEOLIA NORTH AMERICA, LLC VEOLIA NORTH AMERICA 401(K) SAVINGS PLAN | BOSTON, MA | Advisor / Consultant CONSULTANT | 5,906 | $800.9M | $35K |
| GEMW HEALTHCARE INVESTMENT LP AHMC HEALTHCARE INC. 401(K) RETIREMENT SAVINGS PLAN | ALHAMBRA, CA | TPA / Administrator PLAN ADMINISTRATOR | 6,339 | $734.2M | $69K |
| GEMW HEALTHCARE INVESTMENT LP AHMC HEALTHCARE INC. 401(K) RETIREMENT SAVINGS PLAN | ALHAMBRA, CA | Advisor / Consultant INVESTMENT ADVISOR | 5,941 | $650.2M | $120K |
| RESOURCES CONNECTION LLC D/B/A RESOURCES GLOBAL PROFESSIONALS RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT ADVISORY | 2,619 | $460.4M | $60K |
| SMART & FINAL LLC SMART & FINAL 401(K) SAVINGS PLAN | CITY OF COMMERCE, CA | Advisor / Consultant CONSULTANT | 9,837 | $386.5M | $62K |
| SMART & FINAL LLC SMART & FINAL 401(K) SAVINGS PLAN | CITY OF COMMERCE, CA | Advisor / Consultant CONSULTANT | 10,287 | $344.4M | $90K |
| OCCIDENTAL COLLEGE OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN | LOS ANGELES, CA | Other NONE | 734 | $320.8M | $35K |
| AZUSA PACIFIC UNIVERSITY AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN | AZUSA, CA | Other NONE | 1,888 | $313.9M | $60K |
| CHAPMAN UNIVERSITY CHAPMAN UNIVERSITY TAX DEFERRED ANNUITY (TDA) RETIREMENT PLAN | ORANGE, CA | Other NONE | 1,909 | $303.9M | $53K |
| AZUSA PACIFIC UNIVERSITY AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN | AZUSA, CA | Other NONE | 2,279 | $294.2M | $75K |
| OCCIDENTAL COLLEGE OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN | LOS ANGELES, CA | Other NONE | 1,096 | $291.4M | $35K |
| SMART & FINAL LLC SMART & FINAL 401(K) SAVINGS PLAN | CITY OF COMMERCE, CA | Advisor / Consultant CONSULTANT | 11,226 | $290.1M | $55K |
| KNOBBE MARTENS OLSON & BEAR, LLP KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN | IRVINE, CA | Other NONE | 677 | $269.4M | $50K |
| CHAPMAN UNIVERSITY CHAPMAN UNIVERSITY TAX DEFERRED ANNUITY (TDA) RETIREMENT PLAN | ORANGE, CA | Other NONE | 1,569 | $269.2M | $34K |
| CHAPMAN UNIVERSITY CHAPMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ORANGE, CA | Other NONE | 1,909 | $269.1M | $4K |
| AZUSA PACIFIC UNIVERSITY AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN | AZUSA, CA | Other NONE | 2,329 | $268.1M | $45K |
| CATHAY GENERAL BANCORP THE CATHAY GENERAL BANCORP 401(K) PROFIT SHARING PLAN | EL MONTE, CA | Other NONE | 1,184 | $259.6M | $290K |
| OCCIDENTAL COLLEGE OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN | LOS ANGELES, CA | Other NONE | 722 | $255.6M | $35K |
| CHAPMAN UNIVERSITY CHAPMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ORANGE, CA | Other NONE | 1,925 | $237.0M | $11K |
| CHAPMAN UNIVERSITY CHAPMAN UNIVERSITY TAX DEFERRED ANNUITY (TDA) RETIREMENT PLAN | ORANGE, CA | Other NONE | 1,519 | $231.6M | $23K |
| CATHAY GENERAL BANCORP THE CATHAY GENERAL BANCORP 401(K) PROFIT SHARING PLAN | EL MONTE, CA | Other NONE | 1,183 | $228.9M | $147K |
| PHARMAVITE LLC PHARMAVITE'S 401(K) SAVINGS PLAN | WEST HILLS, CA | Advisor / Consultant INVESTMENT ADVISOR | 2,219 | $228.1M | $30K |
| CHAPMAN UNIVERSITY CHAPMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ORANGE, CA | Other NONE | 1,770 | $199.8M | $23K |
| ARETE ASSOCIATES ARETE ASSOCIATES 401(K) PROFIT SHARING PLAN | NORTHRIDGE, CA | Other NONE | 413 | $193.7M | $65K |
| GEP ADMINISTRATIVE SERVICES, LLC GEP ADMINISTRATIVE SERVICES SAVINGS & PROFIT SHARING 401(K) PLAN | BURBANK, CA | Advisor / Consultant INVESTMENT ADVISORY | 909 | $179.9M | $15K |
| GEP ADMINISTRATIVE SERVICES, LLC GEP ADMINISTRATIVE SERVICES SAVINGS & PROFIT SHARING 401(K) PLAN | BURBANK, CA | Advisor / Consultant INVESTMENT ADVISORY | 909 | $179.9M | $45K |
| MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY 403(B) RETIREMENT PL | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 555 | $124.4M | $53K |
| MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY 403(B) RETIREMENT PL | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 567 | $111.7M | $18K |
| MARTIN ASSOCIATES GROUP, INC. MARTIN ASSOCIATES GROUP, INC. 401K PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant CONSULTANT | 401 | $93.0M | $14K |
| NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN | LOS ANGELES, CA | Other NONE | 178 | $92.9M | $45K |
| CANYON PARTNERS, L.L.C. CANYON PARTNERS, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 214 | $81.4M | $23K |
| CANYON PARTNERS, L.L.C. CANYON PARTNERS, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 217 | $67.3M | $11K |
| TRI-WEST, LTD. TRI-WEST, LTD. 401K/PROFIT SHARING PLAN | SANTA FE SPRINGS, CA | Advisor / Consultant CONSULTANT | 325 | $63.8M | $20K |
| TRI-WEST, LTD. TRI-WEST, LTD. 401K/PROFIT SHARING PLAN | SANTA FE SPRINGS, CA | Advisor / Consultant CONSULTANT | 288 | $55.7M | $20K |
| BLANCHARD TRAINING & DEVELOPMENT INC. BLANCHARD TRAINING & DEVELOPMENT INC. 401(K) PLAN | ESCONDIDO, CA | Other NONE | 247 | $55.6M | $35K |
| THE MASTER'S UNIVERSITY AND SEMINARY THE MASTER'S UNIVERSITY AND SEMINARY DC RETIREMENT PLAN | SANTA CLARITA, CA | Other NONE | 338 | $49.0M | $15K |
| BLANCHARD TRAINING & DEVELOPMENT INC. BLANCHARD TRAINING & DEVELOPMENT INC. 401(K) PLAN | ESCONDIDO, CA | Other NONE | 249 | $48.4M | $35K |
| TRI-WEST, LTD. TRI-WEST, LTD. 401K/PROFIT SHARING PLAN | SANTA FE SPRINGS, CA | Advisor / Consultant CONSULTANT | 277 | $47.6M | $20K |
| THE MASTER'S UNIVERSITY AND SEMINARY THE MASTER'S UNIVERSITY AND SEMINARY DC RETIREMENT PLAN | SANTA CLARITA, CA | Other NONE | 350 | $42.9M | $15K |
| INDUSTRIAL METAL SUPPLY COMPANY INDUSTRIAL METAL SUPPLY COMPANY 401(K) PLAN | SUN VALLEY, CA | Advisor / Consultant CONSULTANT | 449 | $37.7M | $10K |
| THE MASTER'S UNIVERSITY AND SEMINARY THE MASTER'S UNIVERSITY AND SEMINARY DC RETIREMENT PLAN | SANTA CLARITA, CA | Other NONE | 318 | $36.8M | $15K |
| OWL COMPANIES OWL COMPANIES 401(K) PLAN | IRVINE, CA | Advisor / Consultant CONSULTANT | 924 | $29.1M | $35K |
| LOS ANGELES DEPENDENCY LAWYERS, INC. LOS ANGELES DEPENDENCY LAWYERS, INC. 401(K) PLAN | MONTEREY PARK, CA | Advisor / Consultant FINANCIAL ADVISOR | 279 | $28.7M | $40K |
| KARMA AUTOMOTIVE LLC KARMA AUTOMOTIVE LLC RETIREMENT PLAN | IRVINE, CA | Advisor / Consultant CONSULTANT | 232 | $27.4M | $15K |
| OWL COMPANIES OWL COMPANIES 401(K) PLAN | IRVINE, CA | Other INV ADV, PARTICIPANTS | 1,204 | $25.3M | $27K |
| OWL INTERNATIONAL DBA GLOBAL GLOBAL 401(K) PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT ADVISORY | 484 | $17.9M | $8K |
| WEBER DISTRIBUTION, LLC WEBER DISTRIBUTION, LLC 401(K) PLAN | SANTA FE SPRINGS, CA | Advisor / Consultant INVESTMENT ADVISORY | 625 | $16.3M | $15K |
| OWL INTERNATIONAL DBA GLOBAL GLOBAL 401(K) PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT ADVISORY | 428 | $13.5M | $14K |
| SCUFCW JOINT BENFIT FUNDS LLC SCUFCW JOINT BENEFIT FUNDS 401(K) PLAN | CYPRESS, CA | Other NONE | 170 | $9.3M | $21K |
| SCUFCW JOINT BENFIT FUNDS LLC SCUFCW JOINT BENEFIT FUNDS 401(K) PLAN | CYPRESS, CA | Other NONE | 160 | $8.6M | $17K |
| MARTIN ASSOCIATES GROUP, INC. MARTIN ASSOCIATES GROUP, INC. 401K PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant CONSULTANT | 9 | $3.0M | $18K |
| USS-UPI, LLC UPI PENSION PLAN | PITTSBURG, CA | Other NONE | 0 | $0 | $4K |