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 Club Management Association of America Club Retirement Plan · all filings | ALEXANDRIA, VA | Advisor / Consultant | 6,392 | $220.7M | $2K | $0 |
| Club Managers Association of America, Inc. Club Retirement Plan · all filings | ALEXANDRIA, VA | Advisor / Consultant | 4,884 | $169.4M | $297K | $0 |
| Ocean REEF Club, Inc. Ocean REEF Club Employee Savings and Retirement Plan · all filings | KEY LARGO, FL | Advisor / Consultant | 976 | $32.6M | $40K | $0 |
| Physicians Primary Care of Southwest Florida, P.L. Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust · all filings | FORT MYERS, FL | Advisor / Consultant | 209 | $27.2M | $20K | $0 |
| Community School of Naples Community School of Naples DC Retirement Plan · all filings | NAPLES, FL | Other service providers | 254 | $26.2M | $15K | $0 |
| Physicians Primary Care of Southwest Florida, P.L. Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust · all filings | FORT MYERS, FL | Advisor / Consultant | 210 | $25.6M | $42K | $0 |
| Hope Hope Hospice and Community Services, Inc. 403(b) Plan · all filings | FT MYERS, FL | Advisor / Consultant | 876 | $24.6M | $24K | $0 |
| Community School of Naples Community School of Naples DC Retirement Plan · all filings | NAPLES, FL | Other service providers | 273 | $22.1M | $30K | $0 |
| The Canterbury School, Inc. Canterbury School, Inc. 403(b) Retirement Plan · all filings | FORT MYERS, FL | Other service providers | 112 | $17.9M | $26K | $0 |
| Johnson Engineering, Inc. Johnson Engineering, Inc. Employee 401(k) Profit Sharing Plan · all filings | FORT MYERS, FL | Other service providers | 125 | $16.3M | $9K | $0 |
| Johnson Engineering, Inc. Johnson Engineering, Inc. Employee 401(k) Profit Sharing Plan · all filings | FORT MYERS, FL | Other service providers | 122 | $16.2M | $28K | $0 |
| Anchor Partners, LLC Anchor Partners 401(k) Profit Sharing Plan · all filings | SOUTHLAKE, TX | Advisor / Consultant | 827 | $14.8M | $28K | $0 |
| Hope Hope Hospice and Community Services, Inc. Retirement Plan · all filings | FT MYERS, FL | Advisor / Consultant | 795 | $11.0M | $12K | $0 |
| Suncoast Beverage Sales, LLLP Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust · all filings | FORT MYERS, FL | Advisor / Consultant | 315 | $10.8M | $17K | $0 |
| DICK Devoe Buick-Cadillac, Inc. Devoe Automotive 401(k) Salary Savings Plan · all filings | NAPLES, FL | Advisor / Consultant | 149 | $9.6M | $9K | $0 |
| Crowther Roofing Company, Inc. Crowther Roofing Company, Inc., 401(k) Profit Sharing Plan and Trust · all filings | FORT MYERS, FL | Advisor / Consultant | 515 | $6.2M | $16K | $0 |
| Sam Galloway Ford, Inc. Sam Galloway Ford, Inc. Employee 401(k) Profit Sharing Plan · all filings | FORT MYERS, FL | Advisor / Consultant | 284 | $3.6M | $8K | $0 |
| Crowther Roofing and Sheet Metal of Florida, Inc. Crowther Roofing Company, Inc., 401(k) Profit Sharing Plan and Trust · all filings | FORT MYERS, FL | Advisor / Consultant | 717 | — | $12K | $0 |
