Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings | CLEVELAND, OH | Advisor / Consultant | 68,206 | $9.2B | $6K | $0 |
| The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings | CLEVELAND, OH | Advisor / Consultant | 65,407 | $7.5B | $51K | $0 |
| The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings | CLEVELAND, OH | Advisor / Consultant | 54,690 | $6.3B | $24K | $0 |
| The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings | CLEVELAND, OH | Advisor / Consultant | — | $3.7B | $30K | $0 |
| The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings | CLEVELAND, OH | Advisor / Consultant | — | $3.1B | $15K | $0 |
| Principal Life Insurance Company Thrivewise Pooled Employer Plan · all filings | DES MOINES, IA | Advisor / Consultant | 8,218 | $996.9M | $42K | $30 |
| Principal Life Insurance Company Thrivewise Pooled Employer Plan · all filings | DES MOINES, IA | Advisor / Consultant | 7,894 | $864.6M | $31K | $27 |
| Principal Life Insurance Company Principal EASE 401(k) Plan · all filings | DES MOINES, IA | Advisor / Consultant | 161,040 | $650.9M | $13K | $42 |
| Principal Life Insurance Company Thrivewise Pooled Employer Plan · all filings | DES MOINES, IA | Advisor / Consultant | 6,228 | $588.4M | $13K | $18 |
| Principal Life Insurance Company Principal EASE 401(k) Plan · all filings | DES MOINES, IA | Advisor / Consultant | 106,368 | $384.2M | $8K | $56 |
| Buffalo Medical Group P.C. Buffalo Medical Group, P.C. 401(k) Profit Sharing and Pension Plan · all filings | BUFFALO, NY | Advisor / Consultant | 977 | $217.9M | $10K | $0 |
| United Wholesale Mortgage, LLC United Wholesale Mortgage, LLC Profit Sharing Plan and Trust · all filings | PONTIAC, MI | Advisor / Consultant | 9,098 | $195.0M | $157K | $0 |
| United Wholesale Mortgage, LLC United Wholesale Mortgage, LLC Profit Sharing Plan and Trust · all filings | PONTIAC, MI | Advisor / Consultant | 6,182 | $149.8M | $120K | $0 |
| United Wholesale Mortgage, LLC United Wholesale Mortgage, LLC Profit Sharing Plan and Trust · all filings | PONTIAC, MI | Advisor / Consultant | 5,814 | $111.3M | $111K | $0 |
| Stark Tech Operating Company LLC Stark Tech 401(k) Profit Sharing Plan · all filings | TONAWANDA, NY | Advisor / Consultant | 591 | $72.9M | $83K | $0 |
| Oswego Health Oswego Health 403(b) Retirement Plan · all filings | OSWEGO, NY | Other service providers | 1,380 | $67.8M | $104K | $0 |
| Stark Tech Operating Company LLC Stark Tech 401(k) Profit Sharing Plan · all filings | TONAWANDA, NY | Advisor / Consultant | 582 | $64.7M | $81K | $0 |
| Oswego Health Oswego Health 403(b) Retirement Plan · all filings | OSWEGO, NY | Other service providers | 1,255 | $58.3M | $120K | $0 |
| Southern Champion TRAY, L P Southern Champion TRAY, LP 401(k) Savings and Retirement Plan · all filings | CHATTANOOGA, TN | Other service providers | 898 | $55.4M | $13K | $0 |
| Stark Tech Operating Company LLC Stark Tech 401(k) Profit Sharing Plan · all filings | TONAWANDA, NY | Advisor / Consultant | 572 | $50.7M | $76K | $0 |
| Southern Champion TRAY, L P Southern Champion TRAY, LP 401(k) Savings and Retirement Plan · all filings | CHATTANOOGA, TN | Advisor / Consultant | 914 | $49.1M | $47K | $0 |
| ROME Memorial Hospital, Inc. Retirement Plan of ROME Memorial Hospital, Inc. · all filings | ROME, NY | Broker | 760 | $47.7M | $0 | $94K |
| Compunnel Software Group Inc. Compunnel Software Group Inc. 401(k) Plan · all filings | PRINCETON, NJ | Other service providers | 2,340 | $44.9M | $93K | $0 |
| ROME Memorial Hospital, Inc. Retirement Plan of ROME Memorial Hospital, Inc. · all filings | ROME, NY | Broker | 1,108 | $44.5M | $0 | $81K |
| Bctgm Atlantic Profit Sharing Plan Bctgm Atlantic Profit Sharing Fund · all filings | HORSHAM, PA | Advisor / Consultant | 1,170 | $43.8M | $85K | $0 |
