Form 5500 Search

EMPLOYEE FIDUCIARY

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
109
Active participants
24,710
Total plan assets
$1.4B
Filings (rows)
109
Direct comp
$1.4M
Indirect comp
$128K

SERVICES PROVIDED

Recordkeeper103
Other6

Top plans served

All 109 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
PENN UNITED TECHNOLOGIES, INC.
PENN UNITED TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
SAXONBURG, PA
Other
NONE
698$154.8M$10K
PENN UNITED TECHNOLOGIES, INC.
PENN UNITED TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
SAXONBURG, PA
Other
NONE
709$152.5M$9K
PENN UNITED TECHNOLOGIES, INC.
PENN UNITED TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
SAXONBURG, PA
Other
NONE
643$141.2M$0
RLI SERVICES, LLC
RLI SERVICES LLC 401(K) PLAN
CHICAGO, IL
Recordkeeper
RECORDKEEPER
689$40.3M$70K
RLI SERVICES, LLC
RLI SERVICES LLC 401(K) PLAN
CHICAGO, IL
Recordkeeper
RECORDKEEPER
389$37.0M$54K
PEDIATRIC & FAMILY MEDICAL CENTER DBA EISNER HEALTH
PEDIATRIC & FAMILY MEDICAL CENTER DBA EISNER HEALTH 401(K) PROFIT SHARING PLAN
LOS ANGELES, CA
Recordkeeper
RECORDKEEPER
429$28.3M$10K
MODERA WEALTH MANAGEMENT, LLC
MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN
WESTWOOD, NJ
Recordkeeper
RECORDKEEPER
199$28.2M$585
ANDREW & WILLIAMSON SALES CO., INC.
ANDREW & WILLIAMSON SALES COMPANY, INC. RETIREMENT SAVINGS PLAN
SAN DIEGO, CA
Recordkeeper
RECORDKEEPER
426$27.5M$20K
GENETEC USA, INC.
GENETEC USA, INC. 401(K) PLAN
Recordkeeper
RECORDKEEPER
218$26.6M$1K
PEDIATRIC & FAMILY MEDICAL CENTER DBA EISNER HEALTH
PEDIATRIC & FAMILY MEDICAL CENTER DBA EISNER HEALTH 401(K) PROFIT SHARING PLAN
LOS ANGELES, CA
Recordkeeper
RECORDKEEPER
420$26.1M$9K
PEDIATRIC & FAMILY MEDICAL CENTER DBA EISNER HEALTH
PEDIATRIC & FAMILY MEDICAL CENTER DBA EISNER HEALTH 401(K) PROFIT SHARING PLAN
LOS ANGELES, CA
Recordkeeper
RECORDKEEPER
420$22.2M$9K
GENETEC USA, INC.
GENETEC USA, INC. 401(K) PLAN
Recordkeeper
RECORDKEEPER
204$21.2M$2K
ARISE VIRTUAL SOLUTIONS INC.
ARISE VIRTUAL SOLUTIONS INC. 401(K) PLAN
MIRAMAR, FL
Recordkeeper
RECORDKEEPER
190$20.3M$24K
ARISE VIRTUAL SOLUTIONS INC.
ARISE VIRTUAL SOLUTIONS INC. 401(K) PLAN
MIRAMAR, FL
Recordkeeper
RECORDKEEPER
263$19.0M$16K
DIGITAL MONITORING PRODUCTS, INC.
DIGITAL MONITORING PRODUCTS, INC. EMPLOYEES 401K PLAN
SPRINGFIELD, MO
Recordkeeper
RECORD KEEPER
364$18.5M$33K
DIGITAL MONITORING PRODUCTS, INC.
DIGITAL MONITORING PRODUCTS, INC. EMPLOYEES 401K PLAN
SPRINGFIELD, MO
Recordkeeper
RECORD KEEPER
355$17.2M$22K
HURT & PROFFITT, INC.
HURT & PROFFITT, INC. 401(K) PROFIT SHARING PLAN
LYNCHBURG, VA
Recordkeeper
RECORDKEEPER
174$15.9M$8K
ARISE VIRTUAL SOLUTIONS INC.
ARISE VIRTUAL SOLUTIONS INC. 401(K) PLAN
MIRAMAR, FL
Recordkeeper
RECORDKEEPER
368$15.7M$6K
GENETEC USA, INC.
GENETEC USA, INC. 401(K) PLAN
Recordkeeper
RECORDKEEPER
156$15.5M$8K
MALLORY SAFETY AND SUPPLY LLC
MALLORY SAFETY AND SUPPLY EMPLOYEES RETIREMENT PLAN
PORTLAND, OR
Recordkeeper
RECORDKEEPER
501$15.3M$30K
VOLPARA HEALTH, INC.
VOLPARA HEALTH, INC. 401(K) PLAN
LYNNWOOD, WA
Recordkeeper
RECORD KEEPER
102$15.1M$17K
FLANAGAN STATE BANK
FLANAGAN STATE BANK PROFIT SHARING PLAN & TRUST
FLANAGAN, IL
Recordkeeper
RECORDKEEPER
118$14.7M$19K
FLANAGAN STATE BANK
FLANAGAN STATE BANK PROFIT SHARING PLAN & TRUST
FLANAGAN, IL
Recordkeeper
RECORDKEEPER
125$14.1M$17K
DIGITAL MONITORING PRODUCTS, INC.
DIGITAL MONITORING PRODUCTS, INC. EMPLOYEES 401K PLAN
SPRINGFIELD, MO
Recordkeeper
RECORD KEEPER
377$14.0M$24K
RLI SERVICES, LLC
RLI SERVICES LLC 401(K) PLAN
CHICAGO, IL
Recordkeeper
RECORDKEEPER
337$13.2M$14K
VOLPARA HEALTH, INC.
VOLPARA HEALTH, INC. 401(K) PLAN
LYNNWOOD, WA
Recordkeeper
RECORD KEEPER
92$12.6M$15K
VOLPARA HEALTH, INC.
VOLPARA HEALTH, INC. 401(K) PLAN
LYNNWOOD, WA
Recordkeeper
RECORD KEEPER
92$12.6M$15K
MALLORY SAFETY AND SUPPLY LLC
MALLORY SAFETY AND SUPPLY EMPLOYEES RETIREMENT PLAN
PORTLAND, OR
Recordkeeper
RECORDKEEPER
451$12.1M$3K
FLANAGAN STATE BANK
FLANAGAN STATE BANK PROFIT SHARING PLAN & TRUST
FLANAGAN, IL
Recordkeeper
RECORDKEEPER
140$11.9M$18K
MALLORY SAFETY AND SUPPLY LLC
MALLORY SAFETY AND SUPPLY EMPLOYEES RETIREMENT PLAN
PORTLAND, OR
Recordkeeper
RECORDKEEPER
387$11.2M$20K
MALLORY SAFETY AND SUPPLY LLC
MALLORY SAFETY AND SUPPLY EMPLOYEES RETIREMENT PLAN
PORTLAND, OR
Recordkeeper
RECORDKEEPER
411$10.3M$25K
OVERSEAS HARDWOODS COMPANY
OVERSEAS HARDWOODS COMPANY 401(K) PLAN
MOBILE, AL
Recordkeeper
RECORDKEEPER
203$10.2M$7K
TABLETOP MEDIA LLC DBA ZIOSK
ZIOSK RETIREMENT PLAN
PLANO, TX
Recordkeeper
RECORDKEEPER
122$10.1M$10K
FAMILY MEDICAL CENTER OF MICHIGAN
FAMILY MEDICAL CENTER RETIREMENT AND 401(K) PLAN
TEMPERANCE, MI
Recordkeeper
RECORDKEEPER
160$9.8M$10K
FAMILY MEDICAL CENTER OF MICHIGAN
FAMILY MEDICAL CENTER RETIREMENT AND 401(K) PLAN
TEMPERANCE, MI
Recordkeeper
RECORDKEEPER
158$9.7M$4K
VOLPARA HEALTH, INC.
VOLPARA HEALTH, INC. 401(K) PLAN
LYNNWOOD, WA
Recordkeeper
RECORD KEEPER
81$9.5M$13K
VOLPARA HEALTH, INC.
VOLPARA HEALTH, INC. 401(K) PLAN
LYNNWOOD, WA
Recordkeeper
RECORD KEEPER
81$9.5M$13K
FAMILY MEDICAL CENTER OF MICHIGAN
FAMILY MEDICAL CENTER RETIREMENT AND 401(K) PLAN
TEMPERANCE, MI
Recordkeeper
RECORDKEEPER
135$9.1M$3K
MALLROY SAFETY AND SUPPLY LLC
MALLORY SAFETY AND SUPPLY EMPLOYEES RETIREMENT PLAN
LONGVIEW, WA
Recordkeeper
RECORDKEEPER
352$8.6M$15K
OVERSEAS HARDWOODS COMPANY
OVERSEAS HARDWOODS COMPANY 401(K) PLAN
MOBILE, AL
Recordkeeper
RECORDKEEPER
189$8.4M$4K
PARADISE ENERGY SOLUTIONS, LLC
PES 401(K) PLAN
PARADISE, PA
Recordkeeper
RECORDKEEPER
151$8.4M$17K
JAHNEL GROUP, INC.
JAHNEL GROUP, INC. 401(K) PLAN
SCHENECTADY, NY
Recordkeeper
RECORDKEEPER
105$8.3M$9K
MIDWEST ALARM COMPANY, INC.
MIDWEST ALARM COMPANY INC. 401(K) PLAN
SIOUX FALLS, SD
Recordkeeper
RECORDKEEPER
450$8.1M$19K
BRADLEY PLUMBING & HEATING, INC.
BRADLEY PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN AND TRUST
MONTGOMERY, AL
Recordkeeper
RECORD KEEPER
129$8.1M$16K
FAMILY MEDICAL CENTER OF MICHIGAN
FAMILY MEDICAL CENTER RETIREMENT AND 401(K) PLAN
TEMPERANCE, MI
Recordkeeper
RECORDKEEPER
187$8.0M$4K
TABLETOP MEDIA LLC DBA ZIOSK
ZIOSK RETIREMENT PLAN
DALLAS, TX
Recordkeeper
RECORDKEEPER
96$8.0M$10K
LENDBUZZ, INC.
LENDBUZZ, INC. 401(K) PLAN
BOSTON, MA
Recordkeeper
RECORDKEEPER
372$7.9M$14K
STERLING INTERNATIONAL, INC.
STERLING INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST
SPOKANE, WA
Other
NONE
245$7.3M$0
BRADLEY PLUMBING & HEATING, INC.
BRADLEY PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN AND TRUST
MONTGOMERY, AL
Recordkeeper
RECORD KEEPER
135$7.1M$12K
CLEVER CARE HEALTH PLAN INC.
CLEVER CARE 401(K) PLAN
HUNTINGTON BEACH, CA
Recordkeeper
RECORDKEEPER
204$7.0M$1K
TABLETOP MEDIA LLC DBA ZIOSK
ZIOSK RETIREMENT PLAN
DALLAS, TX
Recordkeeper
RECORDKEEPER
120$6.9M$8K
BURKLAND ASSOCIATES, LLC
BURKLAND ASSOCIATES, LLC 401(K) PLAN
LARKSPUR, CA
Recordkeeper
RECORDKEEPING
106$6.9M$15K
MAPLE CITY HEALTH CARE CENTER, INC.
MAPLE CITY HEALTH CARE CENTER, INC. 401(K) PLAN
GOSHEN, IN
Recordkeeper
RECORDKEEPER
171$6.8M$10K
MIDWEST ALARM COMPANY, INC.
MIDWEST ALARM COMPANY INC. 401(K) PLAN
SIOUX FALLS, SD
Recordkeeper
RECORDKEEPER
281$6.7M$15K
INWEST TITLE SERVICES, INC.
INWEST TITLE SERVICES PROFIT SHARING PLAN
OGDEN, UT
Recordkeeper
RECORDKEEPER
87$6.7M$6K
SHEFA SCHOOL
SHEFA SCHOOL 403(B) PLAN
NEW YORK, NY
Recordkeeper
RECORDKEEPER
120$6.7M$6K
MALLORY SAFETY AND SUPPLY LLC
MALLORY SAFETY AND SUPPLY EMPLOYEES RETIREMENT PLAN
LONGVIEW, WA
Recordkeeper
RECORDKEEPER
275$6.4M$13K
STERLING INTERNATIONAL, INC.
STERLING INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST
SPOKANE, WA
Other
NONE
220$6.3M$0
NORTH, INC.
NORTH, INC. EMPLOYEE SAVINGS PLAN
PHILADELPHIA, PA
Recordkeeper
RECORD KEEPER
151$6.1M$21K
PARADISE ENERGY SOLUTIONS, LLC
PES 401(K) PLAN
PARADISE, PA
Recordkeeper
RECORDKEEPER
138$6.1M$14K
COLOURS, INC.
COLOURS, INC. 401(K) PLAN
HANOVER TOWNSHIP, PA
Recordkeeper
RECORDKEEPER
252$6.1M$17K
VENESCO, LLC
VENESCO, LLC 401(K) PLAN
CHANTILLY, VA
Recordkeeper
RECORDKEEPER
324$5.9M$6K
BRADLEY PLUMBING & HEATING, INC.
BRADLEY PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN AND TRUST
MONTGOMERY, AL
Recordkeeper
RECORD KEEPER
136$5.8M$15K
INWEST TITLE SERVICES, INC.
INWEST TITLE SERVICES PROFIT SHARING PLAN
OGDEN, UT
Recordkeeper
RECORDKEEPER
111$5.6M$5K
UNIVERSAL STRATEGY GROUP, INC.
UNIVERSAL STRATEGY GROUP, INC. 401(K) PLAN
FRANKLIN, TN
Recordkeeper
RECORDKEEPER
65$5.6M$13K
MAPLE CITY HEALTH CARE CENTER, INC.
MAPLE CITY HEALTH CARE CENTER, INC. 401(K) PLAN
GOSHEN, IN
Recordkeeper
RECORDKEEPER
131$5.5M$9K
MIDWEST ALARM COMPANY, INC.
MIDWEST ALARM COMPANY INC. 401(K) PLAN
SIOUX FALLS, SD
Recordkeeper
RECORDKEEPER
174$5.5M$13K
BURKLAND ASSOCIATES, LLC
BURKLAND ASSOCIATES, LLC 401(K) PLAN
LARKSPUR, CA
Recordkeeper
RECORDKEEPING
109$5.3M$9K
COLOURS, INC.
COLOURS, INC. 401(K) PLAN
HANOVER TOWNSHIP, PA
Recordkeeper
RECORDKEEPER
248$5.3M$16K
COLOURS, INC.
COLOURS, INC. 401(K) PLAN
HANOVER TOWNSHIP, PA
Recordkeeper
RECORDKEEPER
225$5.1M$15K
OUR LADY OF PEACE
OUR LADY OF PEACE 403(B) PLAN
ST. PAUL, MN
Recordkeeper
RECORDKEEPER
107$5.1M$10K
WORLD WIDE PACKAGING, LLC.
WORLD WIDE PACKAGING, LLC 401(K) PLAN
FLORHAM PARK, NJ
Recordkeeper
RECORDKEEPER
68$4.8M$9K
UNIVERSAL STRATEGY GROUP, INC.
UNIVERSAL STRATEGY GROUP, INC. 401(K) PLAN
FRANKLIN, TN
Recordkeeper
RECORDKEEPER
77$4.8M$9K
STERLING INTERNATIONAL, INC.
STERLING INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST
SPOKANE, WA
Other
NONE
212$4.6M$700
NORTH, INC.
NORTH, INC. EMPLOYEE SAVINGS PLAN
PHILADELPHIA, PA
Recordkeeper
RECORD KEEPER
155$4.6M$19K
LENDBUZZ, INC.
LENDBUZZ, INC. 401(K) PLAN
BOSTON, MA
Recordkeeper
RECORDKEEPER
304$4.6M$10K
ADVANCO FIRE PROTECTION, INC.
ADVANCO FIRE PROTECTION, INC. 401(K) PLAN
ONTARIO, CA
Recordkeeper
RECORDKEEPER
75$4.4M$8K
SIOUX NATION HOLDINGS, INC.
SIOUX NATION 401(K) PLAN
SIOUX FALLS, SD
Recordkeeper
RECORDKEEPER
83$4.4M$5K
VENESCO, LLC
VENESCO, LLC 401(K) PLAN
CHANTILLY, VA
Recordkeeper
RECORDKEEPER
177$4.3M$16K
UNIVERSAL STRATEGY GROUP, INC.
UNIVERSAL STRATEGY GROUP, INC. 401(K) PLAN
FRANKLIN, TN
Recordkeeper
RECORDKEEPER
81$3.8M$12K
SPIVEY SERVICE CORP.
SPIVEY RENTALS, INC. 401(K) PLAN
HAMPTON, VA
Recordkeeper
RECORDKEEPER
134$3.3M$7K
SIYEH DEVELOPMENT CORPORATION
SIYEH DEVELOPMENT CORPORATION 401(K) PLAN
BROWNING, MT
Recordkeeper
RECORDKEEPER
218$3.2M$7K
SIOUX NATION HOLDINGS, INC.
SIOUX NATION 401(K) PLAN
SIOUX FALLS, SD
Recordkeeper
RECORDKEEPER
108$3.2M$9K
SIYEH DEVELOPMENT CORPORATION
SIYEH DEVELOPMENT CORPORATION 401(K) PLAN
BROWNING, MT
Recordkeeper
RECORDKEEPER
221$2.8M$7K
NORTH, INC.
NORTH, INC. EMPLOYEE SAVINGS PLAN
PHILADELPHIA, PA
Recordkeeper
RECORD KEEPER
172$2.7M$14K
SPIVEY RENTALS, INC.
SPIVEY RENTALS, INC. 401(K) PLAN
HAMPTON, VA
Recordkeeper
RECORDKEEPER
131$2.5M$9K
LENDBUZZ, INC.
LENDBUZZ, INC. 401(K) PLAN
BOSTON, MA
Recordkeeper
RECORDKEEPER
199$2.5M$6K
ABC DISPOSAL SERVICE, INC.
ABC DISPOSAL SERVICE, INC. 401(K) PLAN
NEW BEDFORD, MA
Recordkeeper
RECORDKEEPER
2$2.1M$5K
NORTH, INC.
NORTH, INC. EMPLOYEE SAVINGS PLAN
PHILADELPHIA, PA
Recordkeeper
RECORD KEEPER
138$2.1M$14K
WISCONIC INC.
WISCONIC INC. EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN
ELROY, WI
Recordkeeper
RECORDKEEPER
90$1.9M$8K
IMPACT SERVICES CORP.
IMPACT SERVICES 401(K) PLAN
PHILADELPHIA, PA
Recordkeeper
RECORDKEEPER
171$1.7M$4K
NORTHWEST EXPRESS, INC.
NORTHWEST EXPRESS, INC. 401(K) PROFIT SHARING PLAN TRUST
OAKBROOK TERRACE, IL
Recordkeeper
RECORDKEEPER
85$1.7M$12K
COMMONEO, LLC
COMMONEO 401(K) PLAN
SHELBY TOWNSHIP, MI
Recordkeeper
RECORDKEEPER
820$1.7M$31K
NORTH, INC.
NORTH, INC. EMPLOYEE SAVINGS PLAN
PHILADELPHIA, PA
Recordkeeper
RECORD KEEPER
161$1.6M$12K
COMMONEO, LLC
COMMONEO 401(K) PLAN
SHELBY TOWNSHIP, MI
Recordkeeper
RECORDKEEPER
881$1.6M$21K
NORTHWEST EXPRESS, INC.
NORTHWEST EXPRESS, INC. 401(K) PROFIT SHARING PLAN TRUST
OAKBROOK TERRACE, IL
Recordkeeper
RECORDKEEPER
106$1.5M$12K
NORTH, INC.
NORTH, INC. EMPLOYEE SAVINGS PLAN
PHILADELPHIA, PA
Recordkeeper
RECORD KEEPER
166$1.4M$12K
NORTH, INC.
NORTH, INC. EMPLOYEE SAVINGS PLAN
PHILADELPHIA, PA
Recordkeeper
RECORD KEEPER
80$1.4M$8K
GUARANTY BANK
GUARANTY BANK 401K PROFIT SHARING PLAN
SPRINGFIELD, MO
Recordkeeper
RECORDKEEPER
220$1.0M$45K
SNAP DIAGNOSTICS LLC
SNAP DIAGNOSTICS LLC 401(K) PLAN
WHEELING, IL
Recordkeeper
RECORDKEEPER
118$980K$8K
NEIGHBORHOOD HOUSE, INC.
NEIGHBORHOOD HOUSE 403(B) PLAN
PORTLAND, OR
Recordkeeper
RECORDKEEPER
85$857K$5K
COMMONEO, LLC
COMMONEO 401(K) PLAN
SHELBY TOWNSHIP, MI
Recordkeeper
RECORDKEEPER
722$814K$13K
SUNSET HARBOR INC.
SUNSET HARBOR INC. PROFIT SHARING/401(K) PLAN
TERRE HAUTE, IN
Recordkeeper
RECORDKEEPER
10$647K$9K
PRESCOTT SANCHEZ, INC., DBA HOME INSTEAD SENIOR CARE
PRESCOTT SANCHEZ, INC 401(K) PLAN
PASADENA, CA
Recordkeeper
RECORDKEEPER
136$617K$7K
CIRCLE LOGISTICS, INC.
CIRCLE LOGISTICS, INC. 401(K) PLAN
FORT WAYNE, IN
Recordkeeper
RECORDKEEPER
533$465K$10K
TRANSITION HEALTH SERVICES GROUP, LLC
TRANSITION HEALTH SERVICES GROUP, LLC 401(K) PLAN
ARGYLE, TX
Recordkeeper
RECORDKEEPER
116$10K$6K
WORLD WIDE PACKAGING, LLC.
WORLD WIDE PACKAGING, LLC 401(K) PLAN
FLORHAM PARK, NJ
Recordkeeper
RECORDKEEPER
102$293$16K
GUARANTY BANK
GUARANTY BANK 401(K) PROFIT SHARING PLAN
SPRINGFIELD, MO
Recordkeeper
RECORDKEEPER
0$0$9K
OK4 HH/4 MASTER HOLDCO, LLC
OK4 MASTER HOLDCO, LLC 401(K) PLAN
ARGYLE, TX
Recordkeeper
RECORDKEEPER
0$0$10K
EMPLOYEE FIDUCIARY — Form 5500 Service Provider Profile | Form 5500 Search