ERISA SMART
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
44
Active participants
61,844
Total plan assets
$5.6B
Filings (rows)
44
Direct comp
$601K
Indirect comp
$0
SERVICES PROVIDED
Other27
Trustee10
Advisor / Consultant4
TPA / Administrator2
Recordkeeper1
Top plans served
All 44 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FRINGE BENEFIT GROUP, INC. CONTRACTORS RETIREMENT PLAN MASTER TRUST | AUSTIN, TX | Trustee TRUSTEE | — | $1.5B | $35K |
| FRINGE BENEFIT GROUP, INC. CONTRACTORS RETIREMENT PLAN MASTER TRUST | AUSTIN, TX | Trustee TRUSTEE | — | $1.5B | $34K |
| FRINGE BENEFIT GROUP, INC. CONTRACTORS RETIREMENT PLAN MASTER TRUST | AUSTIN, TX | Trustee TRUSTEE | — | $1.3B | $35K |
| METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA, CA | Other NONE | 182 | $202.4M | $40K |
| METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA, CA | Advisor / Consultant ADVISORY FIRM | 1,651 | $186.2M | $35K |
| METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS | ARCADIA, CA | Advisor / Consultant ADVISORY FIRM | 1,848 | $163.2M | $33K |
| SYSTEM STUDIES & SIMULATION, INC. SYSTEM STUDIES & SIMULATION, INC. 401(K) AND PROFIT SHARING/RETIREMENT PLAN | HUNTSVILLE, AL | Advisor / Consultant CONSULTANT | 708 | $62.4M | $23K |
| BIOCRYST PHARMACEUTICALS, INC. BIOCRYST PHARMACEUTICALS, INC. 401(K) RETIREMENT PLAN | DURHAM, NC | Other OTHER | 475 | $60.3M | $26K |
| SYSTEM STUDIES & SIMULATION, INC. SYSTEM STUDIES & SIMULATION, INC. 401(K) AND PROFIT SHARING/RETIREMENT PLAN | HUNTSVILLE, AL | Other OTHER SERVICES | 481 | $59.3M | $17K |
| SYSTEM STUDIES & SIMULATION, INC. SYSTEM STUDIES & SIMULATION, INC. 401(K) AND PROFIT SHARING/RETIREMENT PLAN | HUNTSVILLE, AL | Other OTHER SERVICES | 204 | $53.4M | $19K |
| AMERICAN FINANCIAL NETWORK, INC. AMERICAN FINANCIAL NETWORK, INC. 401(K) PROFIT SHARING PLAN | BREA, CA | Other SERVICE PROVIDER | 1,176 | $43.2M | $31K |
| BIOCRYST PHARMACEUTICALS, INC. BIOCRYST PHARMACEUTICALS, INC. 401(K) RETIREMENT PLAN | DURHAM, NC | Other OTHER | 464 | $42.6M | $34K |
| MARGARET MARY COMMUNITY HOSPITAL MARGARET MARY HEALTH SAVINGS PLAN | BATESVILLE, IN | Trustee THIRD PARTY TRUSTEE | 797 | $42.3M | $8K |
| MARGARET MARY COMMUNITY HOSPITAL MARGARET MARY HEALTH SAVINGS PLAN | BATESVILLE, IN | Trustee THIRD PARTY TRUSTEE | 773 | $39.2M | $8K |
| MARGARET MARY COMMUNITY HOSPITAL, INC. MARGARET MARY HEALTH SAVINGS PLAN | BATESVILLE, IN | Trustee THIRD PARTY TRUSTEE | 765 | $33.6M | $6K |
| WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISORY | 218 | $27.9M | $3K |
| BUCHANAN GROUP, INC. BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN | INDIANAPOLIS, IN | Other NONE | 391 | $22.4M | $17K |
| BUCHANAN GROUP, INC. BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN | INDIANAPOLIS, IN | Trustee FIDCUCIARY TRUSTEE | 364 | $21.6M | $18K |
| BUCHANAN GROUP, INC. BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN | INDIANAPOLIS, IN | Other NONE | 329 | $20.2M | $16K |
| MARGARET MARY COMMUNITY HOSPITAL MARGARET MARY HEALTH RETIREMENT PLAN | BATESVILLE, IN | Other OTHER | 653 | $17.0M | $9K |
| MARGARET MARY COMMUNITY HOSPITAL MARGARET MARY HEALTH RETIREMENT PLAN | BATESVILLE, IN | Other OTHER | 640 | $16.2M | $8K |
| NACARATO TRUCKS GENERAL PARTNERSHIP NACARATO TRUCKS GENERAL PARTNERSHIP 401(K) PLAN | LAVERGNE, TN | Other NONE | 298 | $15.4M | $8K |
| MARGARET MARY COMMUNITY HOSPITAL, INC. MARGARET MARY HEALTH RETIREMENT PLAN | BATESVILLE, IN | Trustee THIRD PARTY TRUSTEE | 627 | $14.5M | $6K |
| PRIMARY CARE CENTERS OF EASTERN KENTUCKY PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN | HAZARD, KY | Other 3(16) PROVIDER | 295 | $13.1M | $11K |
| NACARATO TRUCKS GENERAL PARTNERSHIP NACARATO TRUCKS GENERAL PARTNERSHIP 401(K) PLAN | LAVERGNE, TN | Other NONE | 239 | $12.2M | $9K |
| PRIMARY CARE CENTERS OF EASTERN KENTUCKY PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN | HAZARD, KY | Other 3(16) PROVIDER | 280 | $12.1M | $14K |
| XINCON HOME-HEALTHCARE SERVICES XINCON HOME-HEALTHCARE SERVICES PROFIT SHARING PLAN | NEW YORK, NY | Other NONE | 2,336 | $11.4M | $11K |
| STAR SERVICE OF BATON ROUGE STAR SERVICE OF BATON ROUGE 401(K) PROFIT SHARING PLAN AND TRUST | BATON ROUGE, LA | Recordkeeper RECORDKEEPER | 180 | $10.6M | $8K |
| STAR SERVICE OF BATON ROUGE STAR SERVICE OF BATON ROUGE 401(K) PROFIT SHARING PLAN AND TRUST | BATON ROUGE, LA | Other 6536 | 164 | $10.0M | $0 |
| THE CONTRACTORS PLAN TRUST THE CONTRACTORS PLAN TRUST | AUSTIN, TX | Other | 14,701 | $9.9M | $0 |
| PRIMARY CARE CENTERS OF EASTERN KENTUCKY PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN | HAZARD, KY | Other 3(16) PROVIDER | 248 | $9.8M | $7K |
| PASADENA CHAMBER OF COMMERCE AND CIVIC ASSOCIATION PASADENA CHAMBER OF COMMERECE MEMBER RETIREMENT PLAN | PASADENA, CA | TPA / Administrator PLAN ADMINISTRATOR | 282 | $9.5M | $5K |
| FAMILY RESOURCES AGENCY INC. FAMILY RESOURCE AGENCY INC. 403(B) RETIREMENT PLAN | CLEVELAND, TN | Other NONE | 385 | $8.5M | $10K |
| STAR SERVICE OF BATON ROUGE STAR SERVICE OF BATON ROUGE 401(K) PROFIT SHARING PLAN AND TRUST | BATON ROUGE, LA | Other FIDUCIARY | 148 | $8.3M | $6K |
| THE CONTRACTORS PLAN TRUST THE CONTRACTORS PLAN TRUST | AUSTIN, TX | Other | 13,075 | $8.0M | $7K |
| PASADENA CHAMBER OF COMMERCE AND CIVIC ASSOCIATION PASADENA CHAMBER OF COMMERECE MEMBER RETIREMENT PLAN | PASADENA, CA | TPA / Administrator PLAN ADMINISTRATOR | 226 | $6.7M | $3K |
| THE CONTRACTORS PLAN TRUST THE CONTRACTORS PLAN TRUST | AUSTIN, TX | Other | 13,280 | $6.6M | $3K |
| EHH HOLDCO, INC. FORTIS HEALTH RETIREMENT PLAN | MURRAY, UT | Trustee THIRD PARTY TRUSTEE | 123 | $5.4M | $5K |
| EHH HOLDCO, INC. FORTIS HEALTH RETIREMENT PLAN | MURRAY, UT | Trustee THIRD PARTY TRUSTEE | 112 | $5.3M | $3K |
| MOBILEONE, LLC MOBILEONE, LLC 401(K) PLAN | LA JOLLA, CA | Other OTHER | 691 | $4.7M | $3K |
| BOARD OF DIRECTORS OF PACIFIC SERVICE EMPLOYEES PACIFIC SERVICE EMPLOYEES MEMBER DISABILITY PLAN | CONCORD, CA | Other INDEPENDENT FIDUCIARY | — | $2.7M | $8K |
| BOARD OF DIRECTORS OF PACIFIC SERVICE EMPLOYEES PACIFIC SERVICE EMPLOYEES MEMBER DISABILITY PLAN | CONCORD, CA | Other INDEPENDENT FIDUCIARY | 2,035 | $2.6M | $7K |
| THE CONTRACTORS PLAN TRUST NEW YORK THE CONTRACTORS PLAN TRUST NEW YORK | ALBANY, NY | Other | 0 | $17K | $10K |
| THE CONTRACTORS PLAN TRUST NEW YORK THE CONTRACTORS PLAN TRUST NEW YORK | ALBANY, NY | Other | — | $0 | $0 |