Form 5500 Search

CARLSON QUINN

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
38
Active participants
18,375
Total plan assets
$3.0B
Filings (rows)
38
Direct comp
$906K
Indirect comp
$880K
Aggregating 3 name variants under "CARLSON QUINN"

SERVICES PROVIDED

TPA / Administrator31
Advisor / Consultant3
Other3
Recordkeeper1

Top plans served

All 38 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
ASAHI KASEI AMERICA, INC.
ASAHI KASEI 401(K) RETIREMENT PLAN
NOVI, MI
Advisor / Consultant
CONSULTANT
1,324$293.6M$58K
ASAHI KASEI AMERICA, INC.
ASAHI KASEI 401(K) RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
CONSULTANT
1,394$249.5M$55K
ASAHI KASEI AMERICA, INC.
ASAHI KASEI 401(K) RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
CONSULTANT
1,312$203.7M$107K
CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC.
CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
FRESNO, CA
TPA / Administrator
THIRD PARTY PLAN ADMIN
602$201.8M$0
CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC.
CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
FRESNO, CA
TPA / Administrator
THIRD PARTY PLAN ADMIN
609$181.9M$15K
CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC.
CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
FRESNO, CA
TPA / Administrator
THIRD PARTY PLAN ADMIN
622$172.9M$13K
MCCORMICK, BARSTOW, SHEPPARD, WAYTE & CARRUTH, LLP
MCCORMICK BARSTOW 401(K) RETIREMENT PLAN
FRESNO, CA
TPA / Administrator
TPA
142$114.4M$69K
STACY AND WITBECK, INC.
STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN
ALAMEDA, CA
Other
OTHER SERVICES
430$106.7M$0
MCCORMICK, BARSTOW, SHEPPARD, WAYTE & CARRUTH, LLP
MCCORMICK BARSTOW 401(K) RETIREMENT PLAN
FRESNO, CA
TPA / Administrator
TPA
155$100.6M$64K
CALIFORNIA COLLEGE OF THE ARTS
CALIFORNIA COLLEGE OF THE ARTS RETIREMENT PLAN
SAN FRANCISCO, CA
TPA / Administrator
TPA
771$90.2M$53K
FARMERS & MERCHANTS BANK OF CENTRAL CALIFORNIA
FARMERS & MERCHANTS BANK OF CENT CA INTEGRATED PSP
LODI, CA
TPA / Administrator
TPA
363$90.0M$11K
DESILVA GATES CONTRUCTION, LP
ODS RETIREMENT PLAN
DUBLIN, CA
TPA / Administrator
CONTRACT ADMIN
312$89.6M$5K
MCCORMICK, BARSTOW, SHEPPARD, WAYTE & CARRUTH, LLP
MCCORMICK BARSTOW 401(K) RETIREMENT PLAN
FRESNO, CA
TPA / Administrator
TPA
147$85.1M$46K
FARMERS & MERCHANTS BANK OF CENTRAL CALIFORNIA
FARMERS & MERCHANTS BANK OF CENT CA INTEGRATED PSP
LODI, CA
TPA / Administrator
TPA
374$83.3M$0
STACY AND WITBECK, INC.
STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN
ALAMEDA, CA
Other
OTHER SERVICES
414$80.7M$0
FARALLON MEDICAL ALLIANCE, LLC
FARALLON MEDICAL ALLIANCE RETIREMENT PLAN
SAN FRANCISCO, CA
TPA / Administrator
CONTRACT ADMIN
154$80.3M$45K
FARMERS & MERCHANTS BANK OF CENTRAL CALIFORNIA
FARMERS & MERCHANTS BANK OF CENT CA INTEGRATED PSP
LODI, CA
TPA / Administrator
TPA
346$73.6M$39K
FARALLON MEDICAL ALLIANCE, LLC
FARALLON MEDICAL ALLIANCE RETIREMENT PLAN
SAN FRANCISCO, CA
TPA / Administrator
CONTRACT ADMIN
133$67.3M$44K
FARALLON MEDICAL ALLIANCE, LLC
FARALLON MEDICAL ALLIANCE RETIREMENT PLAN
SAN FRANCISCO, CA
TPA / Administrator
CONTRACT ADMIN
163$58.5M$38K
LYONS MAGNUS, LLC
LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN
FRESNO, CA
TPA / Administrator
CONTRACT ADMIN
898$54.0M$0
KIPP BAY AREA SCHOOLS
KIPP BAY AREA SCHOOLS 401(K) PLAN
OAKLAND, CA
TPA / Administrator
TPA
780$53.2M$57K
LYONS MAGNUS, LLC
LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN
FRESNO, CA
TPA / Administrator
CONTRACT ADMIN
1,069$49.7M$35K
LYONS MAGNUS, LLC
LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN
FRESNO, CA
TPA / Administrator
THIRD PARTY ADMINISTRATO
961$48.1M$0
GCX CORPORATION
GCX CORPORATION SAVINGS PLAN
PETALUMA, CA
Recordkeeper
RECORDKEEPER
276$44.9M$9K
COMMUNITY WEST BANK
COMMUNITY WEST BANK RETIREMENT PLAN
FRESNO, CA
TPA / Administrator
CONTRACT ADMIN
345$44.5M$600
KIPP BAY AREA SCHOOLS
KIPP BAY AREA SCHOOLS 401(K) PLAN
OAKLAND, CA
TPA / Administrator
TPA
717$42.1M$70K
FORENSIC ANALYTICAL SPECIALTIES, INC.
FORENSIC ANALYTICAL RETIREMENT PLAN
HAYWARD, CA
TPA / Administrator
TPA
145$34.4M$0
CENTRAL VALLEY COMMUNITY BANK
CENTRAL VALLEY COMMUNITY BANK RETIREMENT PLAN
FRESNO, CA
TPA / Administrator
CONTRACT ADMIN
247$33.2M$0
FORENSIC ANALYTICAL SPECIALTIES, INC.
FORENSIC ANALYTICAL RETIREMENT PLAN
HAYWARD, CA
TPA / Administrator
TPA
162$31.9M$0
FORENSIC ANALYTICAL SPECIALTIES, INC.
FORENSIC ANALYTICAL RETIREMENT PLAN
HAYWARD, CA
TPA / Administrator
TPA
174$31.2M$0
CENTRAL VALLEY COMMUNITY BANK
CENTRAL VALLEY COMMUNITY BANK RETIREMENT PLAN
FRESNO, CA
TPA / Administrator
THIRD PARTY ADMIN
249$29.4M$0
ALLANA BUICK & BERS, INC.
ALLANA BUICK & BERS, INC. 401(K) PLAN
PALO ALTO, CA
TPA / Administrator
CONTRACT ADMIN
202$16.7M$11K
ALLANA, BUICK & BERS, INC.
ALLANA, BUICK & BERS, INC. 401(K) PLAN
PALO ALTO, CA
TPA / Administrator
TPA
201$14.8M$14K
BIDART BROS.
BIDART BROS. 401(K) PROFIT SHARING PLAN
BAKERSFIELD, CA
TPA / Administrator
TPA
279$8.0M$5K
WAWONA PACKING COMPANY, LLC
WAWONA PACKING COMPANY RETIREMENT SAVINGS PLAN
FRESNO, CA
TPA / Administrator
TPA
1,171$7.5M$440
BIDART BROS.
BIDART BROS. 401(K) PROFIT SHARING PLAN
BAKERSFIELD, CA
TPA / Administrator
TPA
732$7.3M$9K
NISSEN VINEYARD SERVICES, INC.
NISSEN VINEYARD SERVICES, INC. PROFIT SHARING PLAN
ST. HELENA, CA
Other
NONE
0$1.3M$16K
WAWONA PACKING COMPANY, LLC
WAWONA PACKING COMPANY, LLC RETIREMENT SAVINGS PLAN
FRESNO, CA
TPA / Administrator
THIRD PARTY ADMINISTRATO
0$0$17K
CARLSON QUINN — Form 5500 Service Provider Profile | Form 5500 Search