CONCOURSE FINANCIAL
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
41
Active participants
23,915
Total plan assets
$636.2M
Filings (rows)
44
Direct comp
$324K
Indirect comp
$442K
Aggregating 7 name variants under "CONCOURSE FINANCIAL"
SERVICES PROVIDED
Other19
Advisor / Consultant16
Broker6
Top plans served
Showing top 44 of 41 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CONSTRUCTION EMPLOYEES GROUP PROFIT CONSTRUCTION EMPLOYEES GROUP PROFIT SHARING PLAN | BISMARCK, ND | Broker BROKER/ADVISER | 1,728 | $123.5M | $0 |
| MAZDA TOYOTA MANUFACTURING, U.S.A., MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN | HUNTSVILLE, AL | Other NONE | 3,695 | $65.1M | $13K |
| MAZDA TOYOTA MANUFACTURING, U.S.A., MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN | HUNTSVILLE, AL | Other NONE | 3,072 | $34.4M | $57K |
| AI SIGNAL RESEARCH, INC. AI SIGNAL RESEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | HUNTSVILLE, AL | Other NONE | 228 | $32.8M | $8K |
| GRANT REGIONAL HEALTH CENTER GRANT REGIONAL HEALTH CENTER RETIREMENT PLAN | LANCASTER, WI | Advisor / Consultant INVESTMENT ADVISORY | 325 | $29.6M | $45K |
| GRANT REGIONAL HEALTH CENTER GRANT REGIONAL HEALTH CENTER RETIREMENT PLAN | LANCASTER, WI | Other OTHER SERVICES | 314 | $26.1M | $0 |
| GRANT REGIONAL HEALTH CENTER GRANT REGIONAL HEALTH CENTER RETIREMENT PLAN | LANCASTER, WI | Other OTHER SERVICES | 299 | $24.2M | $0 |
| SCHMIDT WALLACE HEALTHCARE MANAGEMENT COMPANY SCHMIDT WALLACE HEALTHCARE MANAGEMENT COMPANY, INC. 401(K) RETIREMENT SAVINGS | MONTGOMERY, AL | Other OTHER SERVICES | 875 | $19.1M | $0 |
| SCHMIDT WALLACE HEALTHCARE MANAGEMENT COMPANY SCHMIDT WALLACE HEALTHCARE MANAGEMENT COMPANY, INC. 401(K) RETIREMENT SAVINGS | MONTGOMERY, AL | Other OTHER SERVICES | 818 | $17.6M | $0 |
| HOSPICE OF THE RED RIVER VALLEY HOSPICE OF THE RED RIVER VALLEY 401(K) PLAN | FARGO, ND | Advisor / Consultant ADVISOR | 216 | $17.2M | $31K |
| NAB LLC DBA SOUTHERN STATES BANK SOUTHERN STATES BANK 401(K) PLAN | BIRMINGHAM, AL | Other OTHER SERVICES | 187 | $16.8M | $0 |
| BENSON HILL HOLDINGS, INC BENSON HILL HOLDINGS, INC RETIREMENT SAVINGS PLAN | SAINT LOUIS, MO | Broker BROKER/ADVISER | 271 | $16.0M | $0 |
| SCHMIDT WALLACE HEALTHCARE MANAGEMENT COMPANY SCHMIDT WALLACE HEALTHCARE MANAGEMENT COMPANY, INC. 401(K) RETIREMENT SAVINGS | MONTGOMERY, AL | Other OTHER SERVICES | 1,051 | $15.5M | $0 |
| HOSPICE OF THE RED RIVER VALLEY HOSPICE OF THE RED RIVER VALLEY 401(K) PLAN | FARGO, ND | Advisor / Consultant ADVISOR | 211 | $15.2M | $26K |
| PENDLETON COMMUNITY BANK PENDLETON COMMUNITY BANK RETIREMENT PLAN | FRANKLIN, WV | Advisor / Consultant BROKER/ADVISOR | 142 | $14.3M | $0 |
| INTERNATIONAL FALLS MEMORIAL HOSPITAL ASSOCIATION RAINY LAKE MEDICAL CENTER 401(K) RETIREMENT PLAN | INTERNATIONAL FALLS, MN | Advisor / Consultant INVESTMENT ADVISORY | 214 | $14.1M | $24K |
| NAB LLC DBA SOUTHERN STATES BANK SOUTHERN STATES BANK 401(K) PLAN | BIRMINGHAM, AL | Other OTHER SERVICES | 168 | $12.4M | $0 |
| BENSON HILL HOLDINGS, INC BENSON HILL HOLDINGS, INC RETIREMENT SAVINGS PLAN | SAINT LOUIS, MO | Broker BROKER/ADVISER | 313 | $12.1M | $0 |
| INTERNATIONAL FALLS MEMORIAL HOSPITAL ASSOCIATION RAINY LAKE MEDICAL CENTER 401(K) RETIREMENT PLAN | INTERNATIONAL FALLS, MN | Advisor / Consultant INVESTMENT ADVISORY | 193 | $12.0M | $21K |
| MORRIS-SHEA BRIDGE COMPANY, INC. MORRIS-SHEA BRIDGE CO., INC. 401(K) PROFIT SHARING PLAN | IRONDALE, AL | Broker BROKER/DEALER | 360 | $11.5M | $0 |
| SOUTHWEST HEALTH CENTER, INC. SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN | PLATTEVILLE, WI | Other OTHER SERVICES | 348 | $11.0M | $20K |
| NAB LLC DBA SOUTHERN STATES BANK SOUTHERN STATES BANK 401(K) PLAN | BIRMINGHAM, AL | Other OTHER SERVICES | 179 | $10.0M | $0 |
| INTERNATIONAL FALLS MEMORIAL HOSPITAL ASSOCIATION RAINY LAKE MEDICAL CENTER 401(K) RETIREMENT PLAN | INTERNATIONAL FALLS, MN | Advisor / Consultant INVESTMENT ADVISORY | 194 | $9.7M | $5K |
| GROUND SERVICES INTERNATIONAL INCORPORATED DNATA US 401(K) PLAN | ORLANDO, FL | Broker BROKER/ADVISER | 4,159 | $9.4M | $0 |
| HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC 401K PLAN | WEST POINT, GA | Other NONE | 1,428 | $7.7M | $0 |
| HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC 401K PLAN | WEST POINT, GA | Other NONE | 1,428 | $7.7M | $0 |
| HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC 401K PLAN | WEST POINT, GA | Other NONE | 1,428 | $7.7M | $0 |
| HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC 401K PLAN | WEST POINT, GA | Other NONE | 1,428 | $7.7M | $0 |
| INTERMARK GROUP, INC. INTERMARK GROUP, INC. 401(K) PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant ADVISOR | 58 | $7.6M | $0 |
| HYUNDAI TRANSYS GEORGIA POWERTRAIN, INC. HYUNDAI TRANSYS GEORGIA POWERTRAIN, INC. 401(K) PLAN | WEST POINT, GA | Advisor / Consultant ADVISOR | 787 | $6.9M | $22K |
| INTERMARK GROUP, INC. INTERMARK GROUP, INC. 401(K) PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant ADVISOR | 76 | $6.8M | $0 |
| S.J. INNOVATIONS, LLC S.J. INNOVATIONS, LLC 401K PROFIT SHARING PLAN | OKLAHOMA CITY, OK | Advisor / Consultant ADVISOR | 66 | $6.2M | $14K |
| INTERMARK GROUP, INC. INTERMARK GROUP, INC. 401(K) PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant ADVISOR | 70 | $6.0M | $0 |
| CRESCENT COMMUNITY HEALTH CENTER CRESCENT COMMUNITY HEALTH CENTER 401(K) PLAN | DUBUQUE, IA | Other NONE | 164 | $5.6M | $10K |
| S.J. INNOVATIONS, LLC S.J. INNOVATIONS, LLC 401K PROFIT SHARING PLAN | OKLAHOMA CITY, OK | Advisor / Consultant ADVISOR | 71 | $5.3M | $14K |
| RAUSCH & PAUSCH, LP RAPA, LP 401(K) RETIREMENT PLAN | AUBURN, AL | Advisor / Consultant ADVISORS | 124 | $3.8M | $0 |
| CRESCENT COMMUNITY HEALTH CENTER CRESCENT COMMUNITY HEALTH CENTER 401(K) PLAN | DUBUQUE, IA | Other NONE | 140 | $3.6M | $3K |
| HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC 401(K) PLAN HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC | WEST POINT, GA | Broker BROKER | 859 | $3.2M | $0 |
| SEOHAN AUTO USA CORPORATION SEOHAN 401(K) RETIREMENT PLAN | AUBURN, AL | Other COMMISSIONS | 172 | $2.1M | $0 |
| ASW, LLC ASW, LLC 401(K) RETIREMENT PLAN | COLUMBIA CITY, IN | Advisor / Consultant BROKER / ADVISOR | 102 | $1.5M | $0 |
| JEFFERSON COUNTY RACING ASSOCIATION, INC. THE MINIONS RETIREMENT PLAN | BIRMINGHAM, AL | Advisor / Consultant INVESTMENT ADVISORY | 198 | $432K | $1K |
| SOUTHWEST HEALTH CENTER, INC. SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN | PLATTEVILLE, WI | Other OTHER SERVICES | 0 | $0 | $8K |
| SIMPSON, GLICK, & BURFORD, PLLC SIMPSON, GLICK & BURFORD , PLLC - 401(K) RETIREMENT PLAN | HOOVER, AL | Other OTHER SERVICES | 18 | — | $0 |
| SIMPSON, GLICK, & BURFORD, PLLC SIMPSON, GLICK & BURFORD , PLLC - 401(K) RETIREMENT PLAN | HOOVER, AL | Other OTHER SERVICES | 22 | — | $0 |