Form 5500 Search

BKS RETIREMENT SERVICES

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
60
Active participants
629,136
Total plan assets
$20.5B
Filings (rows)
60
Direct comp
$1.7M
Indirect comp
$166K

SERVICES PROVIDED

Advisor / Consultant30
Other29
TPA / Administrator1

Top plans served

All 60 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
JUSTWORKS EMPLOYMENT GROUP, LLC
JUSTWORKS RETIREMENT SAVINGS PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
147,007$3.9B$35K
JUSTWORKS EMPLOYMENT GROUP, LLC
JUSTWORKS RETIREMENT SAVINGS PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
75,574$2.9B$53K
JUSTWORKS EMPLOYMENT GROUP, LLC
JUSTWORKS RETIREMENT SAVINGS PLAN
NEW YORK, NY
Advisor / Consultant
VESTMENT ADVISOR
72,562$1.9B$46K
G & A OUTSOURCING, INC. DBA G & A PARTNERS
G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
34,105$1.4B$44K
THE S2 HR GROUP, LLC
ENGAGE PEO RETIREMENT SAVINGS PLAN
ST. PETERSBURG, FL
Advisor / Consultant
INVESTMENT ADVISOR
30,449$1.0B$40K
TD SYNNEX CORPORATION
TD SYNNEX 401(K) RETIREMENT PLAN
FREMONT, CA
Advisor / Consultant
CONSULTANT
7,856$896.1M$76K
THE S2 HR GROUP, LLC
ENGAGE PEO RETIREMENT SAVINGS PLAN
ST. PETERSBURG, FL
Advisor / Consultant
INVESTMENT ADVISOR
23,132$746.6M$31K
SHANDS TEACHING HOSPITAL AND CLINICS, INC.
SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B)
GAINESVILLE, FL
Advisor / Consultant
ADVISORY
12,706$624.7M$25K
SHANDS TEACHING HOSPITAL AND CLINICS, INC.
SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B)
GAINESVILLE, FL
Advisor / Consultant
ADVISORY
11,793$559.6M$25K
SHANDS TEACHING HOSPITAL AND CLINICS, INC.
SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A)
GAINESVILLE, FL
Advisor / Consultant
ADVISORY
12,706$486.9M$25K
SHANDS TEACHING HOSPITAL AND CLINICS, INC.
SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B)
GAINESVILLE, FL
Advisor / Consultant
ADVISORY
11,144$479.7M$25K
LAKELAND REGIONAL MEDICAL CENTER, INC.
LAKELAND REGIONAL MEDICAL CENTER 403(B) PLAN
LAKELAND, FL
Advisor / Consultant
CONSULTANT
7,601$425.4M$25K
SHANDS TEACHING HOSPITAL AND CLINICS, INC.
SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A)
GAINESVILLE, FL
Advisor / Consultant
ADVISORY
10,470$421.1M$25K
THE S2 HR GROUP, LLC
ENGAGE PEO RETIREMENT SAVINGS PLAN
ST. PETERSBURG, FL
Advisor / Consultant
INVESTMENT ADVISOR
17,458$406.3M$23K
SHANDS JACKSONVILLE MEDICAL CENTER, INC.
SHANDS JACKSONVILLE RETIREMENT PLAN
JACKSONVILE, FL
Advisor / Consultant
INVESTMENT ADVISORY
5,319$396.1M$33K
LAKELAND REGIONAL MEDICAL CENTER, INC.
LAKELAND REGIONAL MEDICAL CENTER 403(B) PLAN
LAKELAND, FL
Advisor / Consultant
CONSULTANT
7,316$374.1M$25K
SHANDS TEACHING HOSPITAL AND CLINICS, INC.
SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A)
GAINESVILLE, FL
Advisor / Consultant
ADVISORY
9,794$348.7M$25K
SHANDS JACKSONVILLE MEDICAL CENTER, INC.
SHANDS JACKSONVILLE RETIREMENT PLAN
JACKSONVILE, FL
Advisor / Consultant
INVESTMENT ADVISORY
4,980$343.3M$32K
LAKELAND REGIONAL MEDICAL CENTER, INC.
LAKELAND REGIONAL MEDICAL CENTER 403(B) PLAN
LAKELAND, FL
Advisor / Consultant
CONSULTANT
6,686$300.4M$25K
TANDEM HR, LLC
TANDEM HR, LLC 401(K) PLAN
WESTCHESTER, IL
Other
NONE
10,327$287.2M$26K
FCCI SERVICES, INC.
FCCI SERVICES, INC. 401(K) PROFIT SHARING PLAN
SARASOTA, FL
Other
NONE
881$253.8M$43K
PRESTIGE EMPLOYEE ADMINISTRATORS, INC.
PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN
MELVILLE, NY
Other
NONE
6,442$249.3M$100K
FCCI SERVICES, INC.
FCCI SERVICES, INC. 401(K) PROFIT SHARING PLAN
SARASOTA, FL
Other
NONE
862$224.5M$43K
FCCI SERVICES, INC.
FCCI SERVICES, INC. 401(K) PROFIT SHARING PLAN
SARASOTA, FL
Other
NONE
821$197.3M$42K
ORTHOPAEDIC SOLUTIONS MANAGEMENT, LLC
ORTHOPAEDIC SOLUTIONS MANAGEMENT 401(K) PLAN
TAMPA, FL
Other
NONE
1,801$151.3M$23K
ORTHOPAEDIC SOLUTIONS MANAGEMENT, LLC
ORTHOPAEDIC SOLUTIONS MANAGEMENT 401(K) PLAN
TEMPLE TERRACE, FL
Other
NONE
1,803$124.9M$42K
LA PETITE ACADEMY, INC.
LEARNING CARE GROUP RETIREMENT SAVINGS PLAN
CAROL STREAM, MI
Advisor / Consultant
INVESTMENT MANAGEMENT
19,717$101.4M$30K
FLORIDA ORTHOPAEDIC INSTITUTE
FLORIDA ORTHOPAEDIC INSTITUTE 401(K) PLAN
TEMPLE TERRACE, FL
Other
NONE
1,279$95.4M$33K
LA PETITE ACADEMY, INC.
LEARNING CARE GROUP RETIREMENT SAVINGS PLAN
CAROL STREAM, MI
Advisor / Consultant
INVESTMENT MANAGEMENT
18,143$88.7M$30K
LA PETITE ACADEMY, INC.
LEARNING CARE GROUP RETIREMENT SAVINGS PLAN
NOVI, MI
Advisor / Consultant
INVESTMENT MANAGEMENT
21,437$73.4M$30K
DECISIONHR, INC.
DECISIONHR RETIREMENT SAVINGS PLAN
ST PETERSBURG, FL
Other
NONE
12,324$63.3M$43K
WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC
WILLIAMS PARKER EMPLOYEE SAVINGS PLAN
SARASOTA, FL
Other
PLAN SPONSOR
100$58.2M$35K
WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC
WILLIAMS PARKER EMPLOYEE SAVINGS PLAN
SARASOTA, FL
Other
PLAN SPONSOR
107$54.8M$35K
TOTAL SAFETY U.S., INC.
TOTAL SAFETY U. S. , INC. 401(K) RETIREMENT PLAN
PASADENA, TX
Other
SERVICE PROVIDER
1,968$53.0M$0
WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC
WILLIAMS PARKER EMPLOYEE SAVINGS PLAN
SARASOTA, FL
TPA / Administrator
PLAN ADMINISTRATOR
115$46.4M$34K
BANKERS FINANCIAL CORPORATION
ASSOCIATES' SAVINGS PLAN
ST. PETERSBURG, FL
Other
NONE
460$43.9M$23K
SYNDEO OUTSOURCING, LLC
SYNDEO OUTSOURCING 401(K) RETIREMENT PLAN
WICHITA, KS
Other
NONE
872$27.6M$44K
NDT GLOBAL, LLC
PREVIAN 401(K) PLAN
HOUSTON, TX
Other
SERVICE PROVIDER
376$25.7M$0
VISION HR II, INC
VISION H.R. RETIREMENT SAVINGS PLAN
DAYTONA BEACH, FL
Other
NONE
621$25.4M$60K
SOVEREIGN HEALTHCARE HOLDINGS, LLC
SOVEREIGN HEALTHCARE 401(K) PLAN
CASSELBERRY, FL
Other
NONE
3,796$23.5M$30K
VISION H.R. II, INC.
VISION H.R. RETIREMENT SAVINGS PLAN
DAYTONA BEACH, FL
Other
NONE
528$21.0M$71K
CHOICE EMPLOYER SOLUTIONS, INC.
FOURTH RETIREMENT SAVINGS PLAN
TAMPA, FL
Other
NONE
4,026$16.6M$30K
INTEGRITY OUTSOURCE, LLC
INTEGRITY OUTSOURCE RETIREMENT SAVINGS PLAN
PHOENIX, AZ
Advisor / Consultant
INVESTMENT ADVISOR
1,329$12.4M$59K
LEGEND SENIOR LIVING, LLC
LEGEND SENIOR LIVING, LLC 401(K) PLAN
WICHITA, KS
Advisor / Consultant
CONSULTANT
3,936$11.2M$7K
EDDYFI CORP
EDDYFI CORP 401(K) PLAN
DEER PARK, TX
Other
SERVICE PROVIDER
240$11.1M$0
LEGEND SENIOR LIVING, LLC
LEGEND SENIOR LIVING, LLC 401(K) PLAN
WICHITA, KS
Advisor / Consultant
CONSULTANT
1,507$8.3M$7K
SHOP ARCHITECTS, INC
SHOP ARCHITECTS 401(K) PLAN
NEW YORK, NY
Other
NONE
118$8.2M$18K
PROFESSIONAL EMPLOYER RESOURCES INC
PROFESSIONAL EMPLOYER RESOURCES, INC. RETIREMENT SAVINGS PLAN
MAITLAND, FL
Other
NONE
562$7.8M$12K
NDT GLOBAL, LLC
NDT GLOBAL, LLC 401(K) PLAN
HOUSTON, TX
Other
SERVICE PROVIDER
112$7.6M$0
SUNSTREAM HOTELS & RESORTS, LLC
SUNSTREAM HOTELS & RESORTS RETIREMENT PLAN
FORT MYERS BEACH, FL
Advisor / Consultant
INVESTMENT ADVISOR
85$6.5M$18K
WORKSITE, LLC
WORKSITE RETIREMENT SAVINGS PLAN
NORTH PORT, FL
Other
NONE
1,265$6.3M$12K
LEGEND SENIOR LIVING, LLC
LEGEND SENIOR LIVING, LLC 401(K) PLAN
WICHITA, KS
Advisor / Consultant
CONSULTANT
1,091$6.3M$7K
NDT GLOBAL, LLC
NDT GLOBAL, LLC 401(K) PLAN
HOUSTON, TX
Other
SERVICE PROVIDER
106$6.0M$0
DELTA ADMINISTRATIVE SERVICES, LLC
DELTA POOLED EMPLOYER PLAN
METAIRIE, LA
Other
NONE
973$4.7M$7K
PALMA CEIA GOLF & COUNTRY CLUB, INC.
PALMA CEIA GOLF & COUNTRY CLUB 401(K) & PROFIT SHARING PLAN
TAMPA, FL
Other
NONE
101$3.9M$10K
PACIFIC HR, INC.
PACIFIC HR, INC. 401(K) RETIREMENT PLAN
SOLVANG, CA
Other
NONE
247$2.0M$5K
TANDEM HR, LLC
TANDEM HR, LLC 401(K) PLAN
WESTCHESTER, IL
Advisor / Consultant
INV ADVISORY
0$5K$53K
MIDWESTHR, LLC
THE MIDWESTHR, LLC 401(K) AND PROFIT SHARING PLAN
WOODRIDGE, IL
Advisor / Consultant
INVESTMENT ADVISOR
0$0$11K
INTEGRITY OUTSOURCE, LLC
INTEGRITY OUTSOURCE RETIREMENT SAVINGS PLAN
PHOENIX, AZ
Advisor / Consultant
INVESTMENT ADVISOR
0$0$13K
EDDYFI CORP
EDDYFI CORP 401(K) PLAN
DEER PARK, TX
Other
SERVICE PROVIDER
0$0$0