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 |
|---|---|---|---|---|---|---|
| Meriton, LLC Meriton, LLC 401(k) Profit Sharing Plan · all filings | IRVING, TX | Other service providers | 1,116 | $124.8M | $5K | $0 |
| Twin Eagle Holdings N.A., LLC Twin Eagle Resource Management 401(k) Plan · all filings | SPRING, TX | Advisor / Consultant | 144 | $33.4M | $75K | $0 |
| Twin Eagle Holdings N.A., LLC Twin Eagle Resource Management 401(k) Plan · all filings | SPRING, TX | Advisor / Consultant | 154 | $28.4M | $62K | $0 |
| Heath Consultants Incorporated Heath Consultants Incorporated Profit Sharing & Retirement Plan · all filings | HOUSTON, TX | Broker | 1,658 | $25.5M | $49K | $0 |
| Twin Eagle Holdings N.A., LLC Twin Eagle Resource Management 401(k) Plan · all filings | SPRING, TX | Advisor / Consultant | 208 | $23.8M | $80K | $0 |
| Heath Consultants Incorporated Heath Consultants Incorporated Profit Sharing & Retirement Plan · all filings | HOUSTON, TX | Broker | 1,158 | $23.4M | $42K | $0 |
| Heath Consultants Incorporated Heath Consultants Incorporated Profit Sharing & Retirement Plan · all filings | HOUSTON, TX | Broker | 1,219 | $20.7M | $33K | $0 |
| Caldwell Watson Real Estate Group, Inc. Caldwell Companies 401(k) Profit Sharing Plan · all filings | CYPRESS, TX | Advisor / Consultant | 158 | $16.1M | $40K | $0 |
| Caldwell Watson Real Estate Group, Inc. Caldwell Companies 401(k) Profit Sharing Plan · all filings | CYPRESS, TX | Advisor / Consultant | 160 | $12.0M | $33K | $0 |
| Caldwell Watson Real Estate Group, Inc. Caldwell Companies 401(k) Profit Sharing Plan · all filings | CYPRESS, TX | Advisor / Consultant | 136 | $10.3M | $34K | $0 |
| The Post Oak School The Post Oak School Retirement Savings Plan · all filings | BELLAIRE, TX | Advisor / Consultant | 133 | $10.1M | $32K | $0 |
| The Post Oak School The Post Oak School Retirement Savings Plan · all filings | BELLAIRE, TX | Advisor / Consultant | 129 | $9.0M | $31K | $0 |
| Uretek USA, Inc. Uretek USA, Inc. Employee Savings & Retirement Plan · all filings | TOMBALL, TX | Advisor / Consultant | 121 | $8.0M | $22K | $0 |
| The Post Oak School The Post Oak School Retirement Savings Plan · all filings | BELLAIRE, TX | Advisor / Consultant | 119 | $7.8M | $37K | $0 |
| Uretek USA, Inc. Uretek USA, Inc. Employee Savings & Retirement Plan · all filings | TOMBALL, TX | Advisor / Consultant | 134 | $7.2M | $20K | $0 |
| Uretek USA Inc. Uretek USA Inc. Employee Savings & Retirement Plan · all filings | TOMBALL, TX | Advisor / Consultant | 173 | $6.6M | $20K | $0 |
| Medinc of Texas, Inc. Medinc of Texas 401(k) Plan · all filings | HOUSTON, TX | Advisor / Consultant | 65 | $4.7M | $19K | $0 |
| Medinc of Texas, Inc. Medinc of Texas 401(k) Plan · all filings | HOUSTON, TX | Advisor / Consultant | 93 | $4.5M | $20K | $0 |
| Tresten Sneed & Associates, Inc. Tresten Sneed & Associates, Inc. 401(k) Plan · all filings | HOUSTON, TX | Advisor / Consultant | 154 | $2.7M | $13K | $0 |
