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 |
|---|---|---|---|---|---|---|
| Beyond Finance, LLC Beyond Finance, LLC 401(k) Plan · all filings | CHICAGO, IL | Advisor / Consultant | 2,366 | $39.7M | $48K | $0 |
| Beyond Finance, LLC Beyond Finance, LLC 401(k) Plan · all filings | HOUSTON, TX | Advisor / Consultant | 1,734 | $24.8M | $0 | $31K |
| American Riviera Bank American Riviera Bank 401(k) Profit Sharing Plan and Trust · all filings | SANTA BARBARA, CA | Advisor / Consultant | 132 | $19.2M | $30K | $0 |
| American Riviera Bank American Riviera Bank 401(k) Profit Sharing Plan and Trust · all filings | SANTA BARBARA, CA | Advisor / Consultant | 134 | $16.4M | $19K | $0 |
| Community West Bancshares Community West Bancshares & Subsidiaries Employees' 401(k) Profit Sharing Plan · all filings | GOLETA, CA | Advisor / Consultant | 140 | $14.7M | $18K | $0 |
| American Battery Solutions, Inc. American Battery Solutions 401(k) Plan · all filings | LAKE ORION, MI | Advisor / Consultant | 289 | $13.1M | $18K | $0 |
| Beyond Finance, LLC Beyond Finance, LLC 401(k) Plan · all filings | HOUSTON, TX | Advisor / Consultant | 1,048 | $12.1M | $0 | $4K |
| American Battery Solutions, Inc. American Battery Solutions 401(k) Plan · all filings | LAKE ORION, MI | Advisor / Consultant | 247 | $10.5M | $14K | $0 |
| Beehive Industries LLC Beehive Industries LLC Retirement Plan · all filings | CENTENNIAL, CO | Advisor / Consultant | 216 | $9.6M | $13K | $0 |
| Maybourne Beverly Hills Operator LLC Maybourne Beverly Hills Operator LLC 401(k) Plan · all filings | BEVERLY HILLS, CA | Other service providers | 509 | $8.1M | $20K | $0 |
| CMC Rescue, Inc. CMC Rescue, Inc. 401(k) Plan · all filings | GOLETA, CA | Other service providers | 98 | $7.2M | $17K | $0 |
| Skate One Corp. Skate One Corp. 401(k) Plan · all filings | GOLETA, CA | Advisor / Consultant | 92 | $6.8M | $15K | $0 |
| CMC Rescue, Inc. CMC Rescue, Inc. 401(k) Plan · all filings | GOLETA, CA | Other service providers | 96 | $6.6M | $15K | $0 |
| Beehive Industries LLC Beehive Industries LLC Retirement Plan · all filings | DEERFIELD BEACH, FL | Advisor / Consultant | 168 | $6.1M | $7K | $0 |
| Skate One Corp. Skate One Corp. 401(k) Plan · all filings | GOLETA, CA | Advisor / Consultant | 100 | $5.9M | $13K | $0 |
| Maybourne Beverly Hills Operator LLC Maybourne Beverly Hills Operator LLC 401(k) Plan · all filings | BEVERLY HILLS, CA | Advisor / Consultant | 459 | $5.7M | $14K | $0 |
| American Battery Solutions, Inc. American Battery Solutions 401(k) Plan · all filings | LAKE ORION, MI | Advisor / Consultant | 192 | $5.7M | $2K | $0 |
| Community West Bancshares Community West Bancshares & Subsidiaries Employees' 401(k) Profit Sharing Plan · all filings | GOLETA, CA | Advisor / Consultant | 0 | $0 | $16K | $0 |
