ERISA ADVISORY GROUP
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
13
Active participants
125,236
Total plan assets
$20.3B
Filings (rows)
13
Direct comp
$466K
Indirect comp
$0
SERVICES PROVIDED
Other9
Advisor / Consultant3
Legal counsel1
Top plans served
All 13 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GENENTECH, INC. U.S. ROCHE 401(K) SAVINGS PLAN | SOUTH SAN FRANCISCO, CA | Advisor / Consultant CONSULTANT | 22,986 | $12.9B | $8K |
| BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERS SOUTHERN CALIFORNIA UFCW UNIONS AND FOOD EMPLOYERS JOINT PENSION TRUST FUND | CYPRESS, CA | Other NONE | 54,456 | $5.2B | $12K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH, CA | Other NONE | 5,519 | $1.4B | $17K |
| HOFFMANN-LA ROCHE INC. ROCHE POST EMPLOYMENT HEALTH CARE PLAN | LITTLE FALLS, NJ | Advisor / Consultant CONSULTANT | 764 | $361.6M | $7K |
| WESTERN GROWERS ASSURANCE TRUST WESTERN GROWERS ASSURANCE TRUST | IRVINE, CA | Other | 17,609 | $137.6M | $38K |
| WESTERN GROWERS ASSURANCE TRUST WESTERN GROWERS ASSURANCE TRUST | IRVINE, CA | Other | 19,650 | $127.7M | $12K |
| ALLIED INDUSTRIES PENSION FUND LOCAL 427 ALLIED INDUSTRIES PENSION PLAN | NEW YORK, NY | Legal counsel ATTORNEY | 40 | $26.5M | $11K |
| NATIONAL AUTOMOTIVE ROADS FUEL ASSOCIATION NATIONAL AUTOMOTIVE ROADS FUEL ASSOCIATION HEALTH AND WELFARE BENEFIT PLAN | PETERBOROUGH, NH | Other | 1,346 | $15.6M | $115K |
| NATIONAL AUTOMOTIVE ROADS FUEL ASSOCIATION NATIONAL AUTOMOTIVE ROADS FUEL ASSOCIATION HEALTH AND WELFARE BENEFIT PLAN | PETERBOROUGH, NH | Other | 1,572 | $14.1M | $111K |
| AUTOMOTIVE WHOLESALERS ASSOCIATION OF NEW ENGLAND, INC. AUTOMOTIVE WHOLESALERS ASSOCIATION OF NEW ENGLAND HEALTH AND WELFARE BENEFIT PLAN | PETERBOROUGH, NH | Other FIDUCIARY | 1,198 | $13.7M | $110K |
| HOFFMANN-LA ROCHE INC. BASIC LIFE PLAN OF HOFFMANN-LA ROCHE INC. | LITTLE FALLS, NJ | Advisor / Consultant CONSULTANT | 0 | $329K | $5K |
| ASSOCIATED LOGGING CONTRACTORS, INC. ALC BENEFIT PLAN TRUST | COEUR D ALENE, ID | Other NONE | 72 | — | $12K |
| ALLIED INDUSTRIES LOCAL 427 WELFARE FUND ALLIED INDUSTRIES LOCAL 427 WELFARE FUND | NEW YORK, NY | Other NONE | 24 | — | $7K |