Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| GROUP ANNUITY CONTRACT | 3 |
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 |
|---|---|---|---|---|---|---|
| South Texas Oncology & Hematology, PLLC South Texas Oncology & Hematology, PLLC 401(k) Profit Sharing Plan · all filings | SAN ANTONIO, TX | Recordkeeper | 446 | $37.5M | $2K | $0 |
| Heritage Insurance Holdings, Inc. Heritage Insurance Holdings, Inc. Retirement Savings Plan · all filings | TAMPA, FL | Recordkeeper | 540 | $36.3M | $55K | $0 |
| Heritage Insurance Holdings, Inc. Heritage Insurance Holdings, Inc. Retirement Savings Plan · all filings | TAMPA, FL | Recordkeeper | 501 | $29.9M | $45K | $0 |
| Heritage Insurance Holdings, Inc. Heritage Insurance Holdings, Inc. Retirement Savings Plan · all filings | TAMPA, FL | Recordkeeper | 520 | $24.0M | $959 | $0 |
| Dymax Corporation Dymax Corporation 401(k) Plan · all filings | TORRINGTON, CT | Recordkeeper | 290 | $22.3M | $28K | $0 |
| Umansky UMG, LLC DBA Umansky Motor Cars Umansky Automotive Group Profit Sharing and Employee Savings Plan · all filings | MILWAKEE, WI | Recordkeeper | 862 | $18.1M | $4K | $0 |
| Dymax Corporation Dymax Corporation 401(k) Plan · all filings | TORRINGTON, CT | Recordkeeper | 270 | $17.1M | $26K | $0 |
| IKAV Energy Inc. IKAV Energy Inc. 401(k) Plan · all filings | DURANGO, CO | Recordkeeper | 205 | $15.2M | $45K | $0 |
| Umansky UMG, LLC DBA Umansky Motor Cars Umansky Automotive Group Profit Sharing and Employee Savings Plan · all filings | MILWAKEE, WI | Recordkeeper | 1,000 | $14.8M | $20K | $0 |
| LEVY-Rosen, LLC Rosen Group 401(k) Plan · all filings | WAUKEGAN, IL | Recordkeeper | 321 | $14.4M | $35K | $0 |
| Optimus Steel LLC Optimus Steel 401(k) Plan · all filings | THE WOODLANDS, TX | Recordkeeper | 262 | $13.8M | $32K | $0 |
| IKAV Energy Inc. IKAV Energy Inc. 401(k) Plan · all filings | DURANGO, CO | Recordkeeper | 217 | $12.4M | $39K | $0 |
| Optimus Steel LLC Optimus Steel 401(k) Plan · all filings | THE WOODLANDS, TX | Recordkeeper | 248 | $11.9M | $31K | $0 |
| Nucera Solutions, LLC Nucera 401(k) Plan · all filings | BARNSDALL, OK | Recordkeeper | 63 | $10.6M | $16K | $0 |
| Champagne Metals, LLC Champagne Metals, LLC 401(k) Plan · all filings | GLENPOOL, OK | Recordkeeper | 124 | $10.3M | $15K | $0 |
| Nucera Solutions, LLC Nucera 401(k) Plan · all filings | BARNSDALL, OK | Recordkeeper | 111 | $10.2M | $29K | $0 |
| Optimus Steel LLC Optimus Steel 401(k) Plan · all filings | THE WOODLANDS, TX | Recordkeeper | 244 | $9.9M | $5K | $0 |
| Continuum Advantage, LLC Continuum Advantage, LLC 401(k) · all filings | WAUKEE, IA | Recordkeeper | 259 | $9.2M | $36K | $0 |
| Wampole Miller, Inc. DBA Miller Bros. Miller Bros. 401(k) Plan · all filings | CONSHOHOCKEN, PA | Recordkeeper | 170 | $8.8M | $0 | $0 |
| Champagne Metals, LLC Champagne Metals, LLC 401(k) Plan · all filings | GLENPOOL, OK | Recordkeeper | 103 | $8.5M | $842 | $0 |
| Nucera Solutions, LLC Nucera 401(k) Plan · all filings | BARNSDALL, OK | Recordkeeper | 117 | $8.2M | $25K | $0 |
| Walthall Oil Company Walthall Oil Company 401(k) Profit Sharing Plan · all filings | MACON, GA | Recordkeeper | 142 | $8.2M | $13K | $0 |
| Rosen Hyundai Enterprises, LLC Rosen Hyundai Enterprises, LLC 401(k) Plan · all filings | ALGONQUIN, IL | Recordkeeper | 109 | $7.5M | $15K | $0 |
| Rosen Hyundai Enterprises, LLC Rosen Hyundai Enterprises, LLC 401(k) Plan · all filings | ALGONQUIN, IL | Recordkeeper | 86 | $6.4M | $18K | $0 |
| Walthall Oil Company Walthall Oil Company 401(k) Profit Sharing Plan · all filings | MACON, GA | Recordkeeper | 129 | $5.9M | $10K | $0 |
