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 Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings | WESTLAKE, TX | Other service providers | 32,145 | $8.9B | $5K | $0 |
| Blank ROME LLP Blank ROME Profit-Sharing Plan · all filings | PHILADELPHIA, PA | Other service providers | 829 | $540.5M | $45K | $0 |
| Jefferson Homebuilders, Inc. Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan · all filings | CULPEPER, VA | Other service providers | 434 | $40.2M | $0 | $0 |
| BHS Corrugated - North America, Inc. BHS Corrugated-North America, Inc. 401 (K) Savings Plan · all filings | KNOXVILLE, TN | Advisor / Consultant | 340 | $35.7M | $42K | $0 |
| Talkiatry Management Services Talkiatry Management Services 401(k) Plan · all filings | NEW YORK, NY | Investment manager | 784 | $33.6M | $38K | $0 |
| Integrated Solutions for Systems, Inc. Integrated Solutions for Systems Retirement Plan · all filings | HUNTSVILLE, AL | Advisor / Consultant | 340 | $32.2M | $84K | $0 |
| BHS Corrugated - North America, Inc. BHS Corrugated-North America, Inc. 401 (K) Savings Plan · all filings | KNOXVILLE, TN | Advisor / Consultant | 251 | $29.4M | $42K | $0 |
| BHS Corrugated - North America, Inc. BHS Corrugated-North America, Inc. 401 (K) Savings Plan · all filings | KNOXVILLE, TN | Advisor / Consultant | 221 | $24.9M | $42K | $0 |
| Integrated Solutions for Systems, Inc. Integrated Solutions for Systems Retirement Plan · all filings | HUNTSVILLE, AL | Advisor / Consultant | 268 | $23.3M | $34K | $0 |
| Joint Research and Development, LLC Joint Research and Development, LLC Employees' Retirement Plan · all filings | STAFFORD, VA | Advisor / Consultant | 191 | $22.7M | $18K | $0 |
| Talkiatry Management Services Talkiatry Management Services 401(k) Plan · all filings | NEW YORK, NY | Investment manager | 629 | $19.5M | $17K | $0 |
| Presco Polymers Opco, Inc. Trident Solutions, Inc. 401(k) Retirement Plan · all filings | PLANO, TX | Other service providers | 337 | $18.9M | $0 | $40K |
| Global Data Publications Global Data Publications 401(k) Plan · all filings | NEW YORK, NY | Investment manager | 145 | $16.9M | $45K | $0 |
| Integrated Solutions for Systems, Inc. Integrated Solutions for Systems Retirement Plan · all filings | HUNTSVILLE, AL | Advisor / Consultant | 243 | $16.3M | $109K | $0 |
| Presco Polymers Opco, Inc. Trident Solutions, Inc. 401(k) Retirement Plan · all filings | PLANO, TX | Other service providers | 342 | $16.1M | $0 | $21K |
| Joint Research and Development, LLC Joint Research and Development, LLC Employees' Retirement Plan · all filings | STAFFORD, VA | Advisor / Consultant | 150 | $15.5M | $18K | $0 |
| Ncgcare, Inc. Ncgcare, Inc. 401(k) Profit Sharing Plan · all filings | RICHMOND, VA | Advisor / Consultant | 1,323 | $14.9M | $2K | $0 |
| Global Data Publications Global Data Publications 401(k) Plan · all filings | NEW YORK, NY | Investment manager | 151 | $14.5M | $40K | $0 |
| Jenkins Services, Inc. Jenkins Services, Inc. 401(k) Profit Sharing Plan · all filings | CHANTILLY, VA | Advisor / Consultant | 428 | $13.8M | $20K | $0 |
| APYX Medical Corporation APYX Medical 401(k) Plan · all filings | CLEARWATER, FL | Advisor / Consultant | 98 | $13.0M | $30K | $0 |
| Ncgcare, Inc. Ncgcare, Inc. 401(k) Profit Sharing Plan · all filings | RICHMOND, VA | Advisor / Consultant | 1,255 | $12.5M | $12K | $0 |
| Joint Research and Development, Inc. Joint Research and Development, Inc. Employees' Retirement Plan · all filings | STAFFORD, VA | Advisor / Consultant | 158 | $12.3M | $18K | $0 |
| The Matthews Group, Inc. The Matthews Group Retirement Plan · all filings | PURCELLVILLE, VA | Advisor / Consultant | 134 | $12.2M | $8K | $0 |
| APYX Medical Corporation APYX Medical 401(k) Plan · all filings | CLEARWATER, FL | Advisor / Consultant | 118 | $11.7M | $30K | $0 |
| Emeritus Institute of Management, Inc. Emeritus Institute of Management, Inc. Retirement Plan · all filings | BOSTON, MA | Advisor / Consultant | 138 | $11.7M | $22K | $0 |