COMPERIO RETIREMENT
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
47
Active participants
74,492
Total plan assets
$5.0B
Filings (rows)
47
Direct comp
$1.3M
Indirect comp
$35K
Aggregating 4 name variants under "COMPERIO RETIREMENT"
SERVICES PROVIDED
Advisor / Consultant36
Other11
Top plans served
All 47 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SONEPAR MANAGEMENT US, INC SONEPAR USA 401 (K) PLAN | CHARLESTON, SC | Other NONE | 9,880 | $1.0B | $18K |
| SONEPAR MANAGEMENT US, INC SONEPAR USA 401 (K) PLAN | CHARLESTON, SC | Other NONE | 9,195 | $798.5M | $18K |
| GFL ENVIRONMENTAL HOLDINGS (US), INC. GFL ENVIRONMENTAL US 401(K) PLAN | RALEIGH, NC | Advisor / Consultant ADVISOR | 9,664 | $311.7M | $36K |
| GFL ENVIRONMENTAL HOLDINGS (US), INC. GFL ENVIRONMENTAL US 401(K) PLAN | RALEIGH, NC | Advisor / Consultant ADVISOR | 9,739 | $264.1M | $27K |
| PEPSI BOTTLING VENTURES LLC PEPSI BOTTLING VENTURES 401(K) PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 3,141 | $219.7M | $70K |
| PEPSI BOTTLING VENTURES, LLC PEPSI BOTTLING VENTURES 401(K) PLAN | RALEIGH, NC | Other RETAINED BY CLIENT | 2,983 | $206.3M | $53K |
| PEPSI BOTTLING VENTURES, LLC PEPSI BOTTLING VENTURES 401(K) PLAN | RALEIGH, NC | Other RETAINED BY CLIENT | 2,674 | $187.2M | $70K |
| NEXSEN PRUET, LLC NEXSEN PRUET 401(K) PROFIT SHARING PLAN | COLUMBIA, SC | Advisor / Consultant ADVISOR | 361 | $154.3M | $75K |
| JACKSON KELLY PLLC JACKSON KELLY PLLC 401(K) PROFIT SHARING PLAN | CHARLESTON, WV | Advisor / Consultant CONSULTANT | 289 | $147.4M | $44K |
| ELLIOTT DAVIS, LLC ELLIOTT DAVIS 401(K) RETIREMENT PLAN | GREENVILLE, SC | Other OTHER SERVICES | 886 | $145.5M | $5K |
| NEXSEN PRUET, LLC NEXSEN PRUET 401(K) PROFIT SHARING PLAN | COLUMBIA, SC | Advisor / Consultant ADVISOR | 378 | $140.8M | $75K |
| JACKSON KELLY PLLC JACKSON KELLY PLLC 401(K) PS PLAN TRUST | CHARLESTON, WV | Advisor / Consultant CONSULTANT | 275 | $130.3M | $43K |
| JACKSON KELLY PLLC JACKSON KELLY PLLC 401(K) PS PLAN TRUST | CHARLESTON, WV | Advisor / Consultant CONSULTANT | 274 | $116.6M | $40K |
| UNITED REFINING COMPANY UNITED REFINING COMPANY CONSOLIDATED PENSION PLAN | WARREN, PA | Other CONSULTING FEES | 287 | $103.1M | $9K |
| LAKELAND TOURS, LLC THE LAKELAND GROUP RETIREMENT SAVINGS PLAN | CHARLOTTESVILLE, VA | Advisor / Consultant CONSULTANT | 1,352 | $91.0M | $43K |
| JOHN DEERE KERNERSVILLE, LLC JOHN DEERE KERNERSVILLE, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN | KERNERSVILLE, NC | Advisor / Consultant CONSULTANT | 694 | $80.4M | $26K |
| LAKELAND TOURS, LLC THE LAKELAND GROUP RETIREMENT SAVINGS PLAN | CHARLOTTESVILLE, VA | Advisor / Consultant CONSULTANT | 1,258 | $79.5M | $41K |
| LAKELAND HOLDINGS, LLC THE LAKELAND GROUP RETIREMENT SAVINGS PLAN | CHARLOTTESVILLE, VA | Advisor / Consultant ADVISOR | 1,361 | $74.5M | $39K |
| JOHN DEERE KERNERSVILLE, LLC JOHN DEERE KERNERSVILLE, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN | KERNERSVILLE, NC | Advisor / Consultant CONSULTANT | 632 | $66.9M | $13K |
| UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEES | WARREN, PA | Advisor / Consultant CONSULTANT | 480 | $66.2M | $10K |
| COLINX COLINX RETIREMENT SAVINGS PLAN | GREENVILLE, SC | Advisor / Consultant CONSULTANT | 956 | $51.2M | $21K |
| COLINX COLINX RETIREMENT SAVINGS PLAN | GREENVILLE, SC | Advisor / Consultant CONSULTANT | 992 | $44.4M | $20K |
| UNITED REFINING COMPANY UNITED REFINING COMPANY PENSION PLAN FOR HOURLY EMPLOYEES | WARREN, PA | Other CONSULTING | 0 | $39.2M | $9K |
| DANZER SERVICES, INC. DANZER GROUP 401(K) RETIREMENT PLAN | DARLINGTON, PA | Advisor / Consultant INVESTMENT ADVISOR | 340 | $37.8M | $36K |
| DANZER SERVICES, INC. DANZER GROUP 401(K) RETIREMENT PLAN | DARLINGTON, PA | Advisor / Consultant INVESTMENT ADVISOR | 337 | $37.6M | $36K |
| COLINX COLINX RETIREMENT SAVINGS PLAN | GREENVILLE, SC | Advisor / Consultant CONSULTANT | 1,040 | $36.9M | $20K |
| DANZER SERVICES, INC. DANZER GROUP 401(K) RETIREMENT PLAN | DARLINGTON, PA | Advisor / Consultant INVESTMENT ADVISOR | 320 | $35.6M | $36K |
| BRIGHTLY SOFTWARE, INC BRIGHTLY SOFTWARE, INC. 401(K) PLAN | CARY, NC | Other NONE | 534 | $32.3M | $9K |
| THE REYNOLDS COMPANY THE REYNOLDS COMPANY RETIREMENT SAVINGS PLAN | GREENVILLE, SC | Advisor / Consultant INVESTMENT ADVISOR | 115 | $25.8M | $24K |
| THE REYNOLDS COMPANY THE REYNOLDS COMPANY RETIREMENT SAVINGS PLAN | GREENVILLE, SC | Advisor / Consultant CONSULTANT | 117 | $24.5M | $24K |
| THE NORTH CAROLINA MUTUAL WHOLESALE DRUG COMPANY, INC. MUTUAL DRUG 401(K) PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT ADVISOR | 95 | $22.7M | $37K |
| THE REYNOLDS COMPANY THE REYNOLDS COMPANY RETIREMENT SAVINGS PLAN | GREENVILLE, SC | Advisor / Consultant INVESTMENT ADVISOR | 136 | $21.2M | $24K |
| THE NORTH CAROLINA MUTUAL WHOLESALE DRUG COMPANY, INC. MUTUAL DRUG 401(K) PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT ADVISOR | 97 | $20.7M | $37K |
| GREGORY ELECTRIC COMPANY, INC. GREGORY ELECTRIC COMPANY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | COLUMBIA, SC | Advisor / Consultant CONSULTANT | 220 | $20.3M | $15K |
| THE NORTH CAROLINA MUTUAL WHOLESALE DRUG COMPANY, INC. MUTUAL DRUG 401(K) PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT ADVISOR | 107 | $19.2M | $37K |
| GREGORY ELECTRIC COMPANY, INC. GREGORY ELECTRIC COMPANY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | COLUMBIA, SC | Advisor / Consultant CONSULTANT | 177 | $17.4M | $20K |
| GREGORY ELECTRIC COMPANY, INC. GREGORY ELECTRIC COMPANY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | COLUMBIA, SC | Advisor / Consultant CONSULTANT | 175 | $14.5M | $20K |
| SMART WIRES GRID, INC. SMART WIRES GRID, INC. 401(K) PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT ADVISOR | 57 | $10.2M | $24K |
| SMART WIRES GRID, INC. SMART WIRES GRID, INC. 401(K) PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT ADVISOR | 50 | $8.8M | $22K |
| ASENSUS SURGICAL US INC. ASENSUS SURGICAL US INC. 401(K) PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT ADVISORY | 119 | $7.1M | $0 |
| ASENSUS SURGICAL US INC. ASENSUS SURGICAL US INC. 401(K) PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT ADVISORY | 103 | $4.8M | $0 |
| COMMUNITY BASED CARE, LLC COMMUNITY BASED CARE 401(K) PLAN | MORRISVILLE, NC | Other NONE | 6,367 | $2.7M | $9K |
| COMMUNITY BASED CARE, LLC COMMUNITY BASED CARE 401(K) PLAN | MORRISVILLE, NC | Other NONE | 4,677 | $2.2M | $7K |
| COMMUNITY BASED CARE, LLC COMMUNITY BASED CARE 401(K) PLAN | MORRISVILLE, NC | Other NONE | 1,558 | $1.6M | $7K |
| NEXSEN PRUET, LLC NEXSEN PRUET 401(K) PROFIT SHARING PLAN | COLUMBIA, SC | Advisor / Consultant ADVISOR | 0 | $0 | $19K |
| JOHN DEERE KERNERSVILLE, LLC JOHN DEERE KERNERSVILLE, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN | KERNERSVILLE, NC | Advisor / Consultant CONSULTANT | 0 | $0 | $67K |
| VANDEVENTER BLACK, LLP VANDEVENTER BLACK LLP 401(K) PROFIT SHARING PLAN | NORFOLK, VA | Advisor / Consultant CONSULTANT | 0 | $0 | $8K |