BKS 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
82
Active participants
525,691
Total plan assets
$15.6B
Filings (rows)
82
Direct comp
$3.3M
Indirect comp
$11K
Aggregating 4 name variants under "BKS FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant43
Other39
Top plans served
All 82 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JUSTWORKS EMPLOYMENT GROUP, LLC JUSTWORKS RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other OTHER | 147,007 | $3.9B | $35K |
| OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES OASIS RETIREMENT SAVINGS PLAN | WEST PALM BEACH, FL | Advisor / Consultant INV ADVISORY | 84,093 | $2.1B | $82K |
| OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES OASIS RETIREMENT SAVINGS PLAN | WEST PALM BEACH, FL | Advisor / Consultant INV ADVISORY | 83,612 | $2.0B | $65K |
| OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES OASIS RETIREMENT SAVINGS PLAN | WEST PALM BEACH, FL | Advisor / Consultant INV ADVISORY | 78,645 | $1.7B | $65K |
| PRESTIGE EMPLOYEE ADMINISTRATORS, INC. PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN | SUNRISE, FL | Advisor / Consultant INVESTMENT ADVISOR | 10,980 | $558.5M | $111K |
| PRESTIGE EMPLOYEE ADMINISTRATORS, INC. PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN | MELVILLE, NY | Other NONE | 8,109 | $356.2M | $100K |
| CARLTON FIELDS, P.A. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS | TAMPA, FL | Other NONE | 666 | $315.7M | $16K |
| OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS, FL | Advisor / Consultant CONSULTANT | 1,866 | $314.0M | $35K |
| TANDEM MANAGEMENT, LLC TANDEM HR, LLC 401(K) PLAN | CHANDLER, AZ | Other NONE | 9,352 | $309.9M | $72K |
| CARLTON FIELDS, P.A. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS | TAMPA, FL | Other NONE | 666 | $293.5M | $32K |
| TANDEM HR, LLC TANDEM HR, LLC 401(K) PLAN | WESTCHESTER, IL | Other NONE | 9,692 | $285.3M | $70K |
| CARLTON FIELDS, P.A. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS | TAMPA, FL | Other NONE | 660 | $278.7M | $32K |
| OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS, FL | Other PLAN SPONSOR | 1,835 | $269.3M | $34K |
| FLORIDA MEDICAL CLINIC, LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS, FL | Advisor / Consultant CONSULTANT | 1,796 | $228.7M | $34K |
| ALCOTT HR GROUP, LLC THE ALCOTT GROUP 401(K) PLAN | FARMINGDALE, NY | Advisor / Consultant INVESTMENT ADVISOR | 3,057 | $228.2M | $33K |
| ALCOTT HR GROUP, LLC THE ALCOTT GROUP 401(K) PLAN | FARMINGDALE, NY | Advisor / Consultant INVESTMENT ADVISOR | 1,549 | $197.0M | $30K |
| INNOPHOS, INC. INNOPHOS, INC. 401(K) PLAN | CRANBURY, NJ | Other NONE | 683 | $172.5M | $81K |
| ALCOTT HR GROUP, LLC THE ALCOTT GROUP 401(K) PLAN | FARMINGDALE, NY | Advisor / Consultant INVESTMENT ADVISOR | 2,843 | $160.8M | $30K |
| INNOPHOS, INC. INNOPHOS, INC. 401(K) PLAN | CRANBURY, NJ | Other NONE | 688 | $158.0M | $73K |
| INNOPHOS, INC. INNOPHOS, INC. 401(K) PLAN | CRANBURY, NJ | Advisor / Consultant INVESTMENT ADVISOR | 724 | $143.6M | $76K |
| CORNERSTONE EMPLOYER SOLUTIONS, LLC DBA SYNCHRONYHR SYNCHRONYHR RETIREMENT SAVINGS PLAN | SAINT LOUIS, MO | Other NONE | 3,313 | $95.5M | $59K |
| CORNERSTONE EMPLOYER SOLUTIONS, LLC DBA SYNCHRONYHR SYNCHRONYHR RETIREMENT SAVINGS PLAN | SAINT LOUIS, MO | Other NONE | 2,772 | $67.3M | $15K |
| DECISIONHR, INC. DECISIONHR RETIREMENT SAVINGS PLAN | ST. PETERSBURG, FL | Other NONE | 13,042 | $66.9M | $73K |
| DECISIONHR, INC. DECISIONHR RETIREMENT SAVINGS PLAN | ST. PETERSBURG, FL | Other NONE | 12,771 | $64.9M | $72K |
| UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN | HOUSTON, TX | Other NONE | 869 | $64.3M | $98K |
| STAFFLINK OUTSOURCING, INC. STAFFLINK OUTSOURCING RETIREMENT SAVINGS PLAN | SUNRISE, FL | Advisor / Consultant INVESTMENT ADVISOR | 1,420 | $52.0M | $90K |
| BANKERS FINANCIAL CORPORATION ASSOCIATES' SAVINGS PLAN | ST. PETERSBURG, GA | Other NONE | 413 | $50.4M | $30K |
| BANKERS FINANCIAL CORPORATION ASSOCIATES' SAVINGS PLAN | ST. PETERSBURG, FL | Other NONE | 409 | $49.7M | $23K |
| SIMEDHEALTH, L.L.C. SIMEDHEALTH RETIREMENT PLAN | GAINESVILLE, FL | Advisor / Consultant ADVISOR | 324 | $45.7M | $32K |
| SIMEDHEALTH, L.L.C. SIMEDHEALTH RETIREMENT PLAN | GAINESVILLE, FL | Advisor / Consultant ADVISOR | 298 | $44.1M | $32K |
| STAFFLINK OUTSOURCING, INC. STAFFLINK OUTSOURCING RETIREMENT SAVINGS PLAN | SUNRISE, FL | Advisor / Consultant INVESTMENT ADVISOR | 1,390 | $41.4M | $79K |
| EVOLVEHR V, INC. EVOLVEHR RETIREMENT PLAN | CHICAGO, IL | Other NONE | 659 | $40.6M | $49K |
| SCHOELLER BLECKMANN AMERICA, INC. SBA 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 629 | $40.4M | $71K |
| ALLEN MEDIA BROADCAST HOLDINGS, LLC ALLEN MEDIA BROADCASTING 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 998 | $39.2M | $72K |
| DONOVAN MARINE, INC. DONOVAN MARINE, INC. RETIREMENT AND PROFIT SHARING PLAN | HARAHAN, LA | Advisor / Consultant INVESTMENT ADVISOR | 371 | $39.1M | $89K |
| SYNDEO OUTSOURCING, LLC SYNDEO OUTSOURCING 401(K) RETIREMENT PLAN | WICHITA, KS | Other NONE | 1,243 | $37.4M | $53K |
| SIMEDHEALTH, L.L.C. SIMEDHEALTH RETIREMENT PLAN | GAINESVILLE, FL | Advisor / Consultant ADVISOR | 295 | $36.9M | $30K |
| DONOVAN MARINE, INC. DONOVAN MARINE, INC. RETIREMENT AND PROFIT SHARING PLAN | HARAHAN, LA | Advisor / Consultant INVESTMENT ADVISOR | 422 | $36.5M | $80K |
| SYNDEO OUTSOURCING, LLC SYNDEO OUTSOURCING 401(K) POOLED EMPLOYER PLAN | WICHITA, KS | Other NONE | 982 | $35.0M | $46K |
| ALLEN MEDIA BROADCAST HOLDINGS, LLC ALLEN MEDIA BROADCASTING 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 1,322 | $34.7M | $44K |
| SCHOELLER BLECKMANN AMERICA, INC. SBA 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 613 | $34.5M | $65K |
| DONOVAN MARINE, INC. DONOVAN MARINE, INC. RETIREMENT AND PROFIT SHARING PLAN | HARAHAN, LA | Advisor / Consultant INVESTMENT ADVISOR | 426 | $31.9M | $82K |
| SOVEREIGN HEALTHCARE HOLDINGS, LLC SOVEREIGN HEALTHCARE 401(K) PLAN | CASSELBERRY, FL | Other NONE | 4,456 | $31.2M | $30K |
| SOVEREIGN HEALTHCARE HOLDINGS, LLC SOVEREIGN HEALTHCARE 401(K) PLAN | CASSELBERRY, FL | Other NONE | 4,062 | $28.3M | $30K |
| SCHOELLER BLECKMANN AMERICA, INC. SBA 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 577 | $28.3M | $62K |
| VISION HR II, INC VISION H.R. RETIREMENT SAVINGS PLAN | DAYTONA BEACH, FL | Other NONE | 547 | $27.1M | $69K |
| EVOLVEHR V, INC. EVOLVEHR RETIREMENT PLAN | CHICAGO, IL | Other NONE | 145 | $25.5M | $12K |
| NORWOOD MANAGEMENT, INC. NORWOOD MANAGEMENT, INC. 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 177 | $23.5M | $53K |
| CHOICE EMPLOYER SOLUTIONS, INC. FOURTH RETIREMENT SAVINGS PLAN | TAMPA, FL | Other NONE | 4,021 | $23.4M | $30K |
| CHOICE EMPLOYER SOLUTIONS, INC. FOURTH RETIREMENT SAVINGS PLAN | TAMPA, FL | Other NONE | 3,874 | $21.9M | $29K |
| JSW STEEL USA INC JSW STEEL USA INC 401K PROFIT SHARING PLAN & TRUST | BAYTOWN, TX | Advisor / Consultant FINANCIAL ADVISOR | 477 | $21.9M | $34K |
| NORWOOD MANAGEMENT, INC. NORWOOD MANAGEMENT, INC. 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 157 | $19.1M | $32K |
| LOPEZ NEGRETE COMMUNICATIONS, INC. LOPEZ NEGRETE COMMUNICATIONS, INC. 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 65 | $17.8M | $43K |
| WORKSITE, LLC WORKSITE RETIREMENT SAVINGS PLAN | NORTH PORT, FL | Other NONE | 3,070 | $17.3M | $24K |
| PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | CANTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 414 | $17.2M | $4K |
| JSW STEEL USA INC JSW STEEL USA INC 401K PROFIT SHARING PLAN & TRUST | BAYTOWN, TX | Advisor / Consultant FINANCIAL ADVISOR | 450 | $16.9M | $8K |
| LOPEZ NEGRETE COMMUNICATIONS, INC. LOPEZ NEGRETE COMMUNICATIONS, INC. 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 77 | $16.6M | $42K |
| AMERICANTCS FIDUCIARY SERVICES, LLC BLUESTAR BKS POOLED EMPLOYER PLAN | PITTSBURGH, PA | Other NONE | 948 | $14.5M | $12K |
| LOPEZ NEGRETE COMMUNICATIONS, INC. LOPEZ NEGRETE COMMUNICATIONS, INC. 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 105 | $13.9M | $43K |
| KISMET PEO, LLC KISMET PEO 401(K) PLAN | SHARON, PA | Advisor / Consultant ADVISOR | 131 | $13.8M | $25K |
| PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | CANTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 341 | $13.5M | $4K |
| KISMET PEO, LLC KISMET PEO 401(K) PLAN | SHARON, PA | Advisor / Consultant ADVISOR | 137 | $11.9M | $20K |
| SCOTT FELDER HOMES SCOTT FELDER HOMES 401(K)/ROTH PLAN | AUSTIN, TX | Other NONE | 121 | $11.7M | $0 |
| SHOP ARCHITECTS, INC SHOP ARCHITECTS 401(K) PLAN | NEW YORK, NY | Other NONE | 106 | $11.5M | $21K |
| WORKSITE, LLC. WORKSITE RETIREMENT SAVINGS PLAN | NORTH PORT, FL | Other NONE | 2,034 | $10.8M | $16K |
| SHOP ARCHITECTS, INC SHOP ARCHITECTS 401(K) PLAN | NEW YORK, NY | Other NONE | 108 | $10.4M | $18K |
| JSW STEEL USA OHIO, INC. JSW STEEL USA OHIO, INC. 401(K) PLAN | MINGO JUNCTION, OH | Advisor / Consultant FINANCIAL ADVISOR | 337 | $10.3M | $20K |
| KISMET PEO, LLC KISMET PEO 401(K) PLAN | SHARON, PA | Advisor / Consultant ADVISOR | 129 | $10.3M | $11K |
| PATRIOT SOFTWARE COMPANY PATRIOT SOFTWARE COMPANY 401(K) PLAN | CANTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 423 | $10.2M | $4K |
| DELTA ADMINISTRATIVE SERVICES, LLC DELTA POOLED EMPLOYER PLAN | METAIRIE, LA | Other NONE | 1,041 | $9.4M | $10K |
| P3 HEALTH GROUP MANAGEMENT, LLC P3 HEALTH PARTNERS 401(K) PLAN | HENDERSON, NV | Advisor / Consultant INVESTMENT ADVISOR | 420 | $9.4M | $18K |
| JSW STEEL USA OHIO, INC. JSW STEEL USA OHIO, INC. 401(K) PLAN | MINGO JUNCTION, OH | Advisor / Consultant FINANCIAL ADVISOR | 319 | $7.4M | $5K |
| CARLSON DISTRIBUTING CO. INC CARLSON DISTRIBUTING CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | WEST VALLEY CITY, UT | Advisor / Consultant ADVISOR | 196 | $6.8M | $25K |
| DELTA ADMINISTRATIVE SERVICES, LLC DELTA POOLED EMPLOYER PLAN | METAIRIE, LA | Other NONE | 886 | $5.8M | $8K |
| OMNITEX CORPORATION OMNITEX CORPORATION PROFIT SHARING 401(K) PLAN | ALVIN, TX | Advisor / Consultant INVESTMENT ADVISOR | 104 | $4.5M | $23K |
| PALMA CEIA GOLF & COUNTRY CLUB, INC. PALMA CEIA GOLF & COUNTRY CLUB 401(K) & PROFIT SHARING PLAN | TAMPA, FL | Other NONE | 107 | $4.0M | $10K |
| BUSH TRUCK LEASING INC. BUSH TRUCK LEASING INC. 401(K) PROFIT SHARING PLAN AND TRUST | MASON, OH | Advisor / Consultant INVESTMENT ADVISOR | 421 | $3.5M | $17K |
| BUSH HOLDINGS LEASING, INC. BUSH TRUCK LEASING INC. 401K PROFIT SHARING PLAN AND TRUST | MASON, OH | Advisor / Consultant INVESTMENT ADVISOR | 447 | $3.1M | $4K |
| NEWTON PEO, LLC NEWTON PEO RETIREMENT SAVINGS PLAN | SAN ANTONIO, TX | Other NONE | 261 | $2.6M | $6K |
| LONE STAR PEO, INC. LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN | SAN ANTONIO, TX | Other NONE | 401 | $2.4M | $5K |
| PRESTIGE EMPLOYEE ADMINISTRATORS, INC. PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN | SUNRISE, FL | Other NONE | 0 | $342 | $75K |
| SUNSTREAM HOTELS & RESORTS, LLC SUNSTREAM HOTELS & RESORTS RETIREMENT PLAN | FORT MYERS BEACH, FL | Other NONE | 95 | — | $16K |