CARY STREET
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
39
Active participants
43,548
Total plan assets
$10.0B
Filings (rows)
40
Direct comp
$867K
Indirect comp
$93K
Aggregating 7 name variants under "CARY STREET"
SERVICES PROVIDED
Advisor / Consultant30
Other9
Top plans served
Showing top 40 of 39 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $5K |
| BLANK ROME LLP BLANK ROME PROFIT-SHARING PLAN | PHILADELPHIA, PA | Other NONE | 829 | $540.5M | $45K |
| JEFFERSON HOMEBUILDERS, INC. JEFFERSON HOMEBUILDERS, INC. EMPLOYEES' PROFIT SHARING PLAN | CULPEPER, VA | Other NONE | 434 | $40.2M | $0 |
| BHS CORRUGATED - NORTH AMERICA, INC. BHS CORRUGATED-NORTH AMERICA, INC. 401 (K) SAVINGS PLAN | KNOXVILLE, TN | Advisor / Consultant ADVISOR | 340 | $35.7M | $42K |
| INTEGRATED SOLUTIONS FOR SYSTEMS, INC. INTEGRATED SOLUTIONS FOR SYSTEMS RETIREMENT PLAN | HUNTSVILLE, AL | Advisor / Consultant ADVISOR | 340 | $32.2M | $84K |
| BHS CORRUGATED - NORTH AMERICA, INC. BHS CORRUGATED-NORTH AMERICA, INC. 401 (K) SAVINGS PLAN | KNOXVILLE, TN | Advisor / Consultant ADVISOR | 251 | $29.4M | $42K |
| BHS CORRUGATED - NORTH AMERICA, INC. BHS CORRUGATED-NORTH AMERICA, INC. 401 (K) SAVINGS PLAN | KNOXVILLE, TN | Advisor / Consultant ADVISOR | 221 | $24.9M | $42K |
| INTEGRATED SOLUTIONS FOR SYSTEMS, INC. INTEGRATED SOLUTIONS FOR SYSTEMS RETIREMENT PLAN | HUNTSVILLE, AL | Advisor / Consultant ADVISOR | 268 | $23.3M | $34K |
| JOINT RESEARCH AND DEVELOPMENT, LLC JOINT RESEARCH AND DEVELOPMENT, LLC EMPLOYEES' RETIREMENT PLAN | STAFFORD, VA | Advisor / Consultant FINANCIAL ADVISOR | 191 | $22.7M | $18K |
| PRESCO POLYMERS OPCO, INC. TRIDENT SOLUTIONS, INC. 401(K) RETIREMENT PLAN | PLANO, TX | Other SERVICE PROVIDER | 337 | $18.9M | $0 |
| INTEGRATED SOLUTIONS FOR SYSTEMS, INC. INTEGRATED SOLUTIONS FOR SYSTEMS RETIREMENT PLAN | HUNTSVILLE, AL | Advisor / Consultant ADVISORY FEES | 243 | $16.3M | $109K |
| PRESCO POLYMERS OPCO, INC. TRIDENT SOLUTIONS, INC. 401(K) RETIREMENT PLAN | PLANO, TX | Other SERVICE PROVIDER | 342 | $16.1M | $0 |
| PRESCO POLYMERS OPCO, INC. TRIDENT SOLUTIONS, INC. 401(K) RETIREMENT PLAN | PLANO, TX | Other SERVICE PROVIDER | 342 | $16.1M | $0 |
| JOINT RESEARCH AND DEVELOPMENT, LLC JOINT RESEARCH AND DEVELOPMENT, LLC EMPLOYEES' RETIREMENT PLAN | STAFFORD, VA | Advisor / Consultant FINANCIAL ADVISOR | 150 | $15.5M | $18K |
| NCGCARE, INC. NCGCARE, INC. 401(K) PROFIT SHARING PLAN | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISOR | 1,323 | $14.9M | $2K |
| JENKINS SERVICES, INC. JENKINS SERVICES, INC. 401(K) PROFIT SHARING PLAN | CHANTILLY, VA | Advisor / Consultant ADVISOR | 428 | $13.8M | $20K |
| APYX MEDICAL CORPORATION APYX MEDICAL 401(K) PLAN | CLEARWATER, FL | Advisor / Consultant ADVISOR | 98 | $13.0M | $30K |
| NCGCARE, INC. NCGCARE, INC. 401(K) PROFIT SHARING PLAN | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISOR | 1,255 | $12.5M | $12K |
| JOINT RESEARCH AND DEVELOPMENT, INC. JOINT RESEARCH AND DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN | STAFFORD, VA | Advisor / Consultant FINANCIAL ADVISOR | 158 | $12.3M | $18K |
| THE MATTHEWS GROUP, INC. THE MATTHEWS GROUP RETIREMENT PLAN | PURCELLVILLE, VA | Advisor / Consultant CONSULTANT | 134 | $12.2M | $8K |
| APYX MEDICAL CORPORATION APYX MEDICAL 401(K) PLAN | CLEARWATER, FL | Advisor / Consultant ADVISOR | 118 | $11.7M | $30K |
| EMERITUS INSTITUTE OF MANAGEMENT, INC. EMERITUS INSTITUTE OF MANAGEMENT, INC. RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 138 | $11.7M | $22K |
| APYX MEDICAL CORPORATION APYX MEDICAL 401(K) PLAN | CLEARWATER, FL | Advisor / Consultant ADVISOR | 140 | $10.2M | $32K |
| JENKINS SERVICES, INC. JENKINS SERVICES, INC. 401(K) PROFIT SHARING PLAN | STERLING, VA | Advisor / Consultant ADVISOR | 353 | $10.0M | $20K |
| JACKSON MARKETING GROUP, INC. JACKSON MARKETING GROUP, INC. 401K PROFIT SHARING | SIMPSONVILLE, SC | Other SERVICE PROVIDER | 81 | $9.3M | $0 |
| AMERICAN OPERATIONS CORPORATION AMERICAN OPERATIONS CORP. 401(K) SAVINGS PLAN | ASHBURN, VA | Advisor / Consultant INVESTMENT ADVISOR | 131 | $9.3M | $20K |
| ZOLON TECH, INC ZOLON TECH, INC 401 (K) PLAN | HERNDON, VA | Other REGISTERED INVESTMENT ADV | 200 | $9.1M | $1K |
| AMERICAN PLANT FOOD COMPANY, INC. AMERICAN PLANT FOOD CO., INC. 401(K) PROFIT SHARING PLAN | BETHESDA, MD | Advisor / Consultant ADVISOR | 95 | $9.0M | $28K |
| CAPITAL SQUARE REALTY ADVISORS, LLC DBA CAPITAL SQUARE CAPITAL SQUARE 401(K) PLAN | GLEN ALLEN, VA | Advisor / Consultant INVESTMENT ADVISOR | 342 | $8.4M | $7K |
| EMERITUS INSTITUTE OF MANAGEMENT, INC. EMERITUS INSTITUTE OF MANAGEMENT, INC. RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 230 | $8.3M | $17K |
| THE MATTHEWS GROUP, INC. THE MATTHEWS GROUP RETIREMENT PLAN | PURCELLVILLE, VA | Advisor / Consultant INVESTMENT ADVISOR | 109 | $8.0M | $16K |
| JACKSON MARKETING GROUP, INC. JACKSON MARKETING GROUP, INC. 401K PROFIT SHARING | SIMPSONVILLE, SC | Other SERVICE PROVIDER | 77 | $7.8M | $0 |
| ZOLON TECH, INC ZOLON TECH, INC 401 (K) PLAN | HERNDON, VA | Other REGISTERED INVESTMENT ADV | 196 | $7.5M | $6K |
| AMERICAN OPERATIONS CORPORATION AMERICAN OPERATIONS CORP. 401(K) SAVINGS PLAN | RESTON, VA | Advisor / Consultant INVESTMENT ADVISOR | 151 | $7.3M | $14K |
| ASI ACQUISITION LLC D/B/A ACOUSTICAL SHEETMETAL CO. ACOUSTICAL SHEETMETAL CO. 401(K) PLAN | VIRGINIA BEACH, VA | Advisor / Consultant INVESTMENT ADVISOR | 324 | $7.0M | $15K |
| ASI ACQUISITION LLC D/B/A ACOUSTICAL SHEETMETAL CO. ACOUSTICAL SHEETMETAL CO. 401(K) PLAN | VIRGINIA BEACH, VA | Advisor / Consultant INVESTMENT ADVISORY | 271 | $5.5M | $13K |
| AMERICAN OPERATIONS CORPORATION AMERICAN OPERATIONS CORP. 401(K) SAVINGS PLAN | CHANTILLY, VA | Advisor / Consultant INVESTMENT ADVISOR | 105 | $5.2M | $14K |
| WALL RESIDENCES, INC. WALL RESIDENCES, INC.401(K) PROFIT SHARING PLAN AND TRUST | FLOYD, VA | Advisor / Consultant ADVISOR | 397 | $3.8M | $27K |
| WALL RESIDENCES, INC. WALL RESIDENCES, INC.401(K) PROFIT SHARING PLAN AND TRUST | FLOYD, VA | Advisor / Consultant ADVISOR | 376 | $3.4M | $30K |
| WALL RESIDENCES, INC. WALL RESIDENCES, INC.401(K) PROFIT SHARING PLAN AND TRUST | FLOYD, VA | Advisor / Consultant ADVISOR | 227 | $2.9M | $26K |