FIDUCIARY ADVISOR
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
40
Active participants
63,232
Total plan assets
$4.3B
Filings (rows)
40
Direct comp
$1.3M
Indirect comp
$0
Aggregating 3 name variants under "FIDUCIARY ADVISOR"
SERVICES PROVIDED
Other20
Advisor / Consultant19
TPA / Administrator1
Top plans served
All 40 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HEARTLAND DENTAL, LLC HEARTLAND DENTAL 401K AND STOCK PARTICIPATION PLAN | EFFINGHAM, IL | Other NONE | 20,969 | $1.1B | $133K |
| HEARTLAND DENTAL, LLC HEARTLAND DENTAL 401K AND STOCK PARTICIPATION PLAN | EFFINGHAM, IL | Other NONE | 19,102 | $997.0M | $43K |
| ROGER WILLIAMS UNIVERSITY ROGER WILLIAMS UNIVERSITY RETIREMENT PLAN | BRISTOL, RI | Other NONE | 2,740 | $296.6M | $31K |
| WENTWORTH INSTITUTE OF TECHNOLOGY, INC. WENTWORTH INSTITUTE OF TECHNOLOGY 403(B) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 930 | $201.2M | $35K |
| WENTWORTH INSTITUTE OF TECHNOLOGY, INC. WENTWORTH INSTITUTE OF TECHNOLOGY 403(B) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 2,034 | $177.4M | $25K |
| NORTON HEALTHCARE, INC. NORTON HEALTHCARE, INC. RETIREMENT PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISORY | 2,555 | $170.8M | $104K |
| NORTON HEALTHCARE, INC. NORTON HEALTHCARE, INC. RETIREMENT PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISORY | 2,755 | $162.1M | $101K |
| BOARD OF TRUSTEES OF THE OPEIU NATIONAL RETIREMENT SAVINGS PLAN OPEIU NATIONAL RETIREMENT SAVINGS PLAN | WESTBURY, NY | Other NONE | 1,810 | $113.7M | $6K |
| BOARD OF TRUSTEES OF THE OPEIU NATIONAL RETIREMENT SAVINGS PLAN OPEIU NATIONAL RETIREMENT SAVINGS PLAN | WESTBURY, NY | Other NONE | 1,121 | $99.7M | $8K |
| LMI AEROSPACE, INC. LMI AEROSPACE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | ST CHARLES, MO | Other NONE | 1,218 | $89.3M | $44K |
| LMI AEROSPACE, INC. LMI AEROSPACE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | ST CHARLES, MO | Other NONE | 1,256 | $83.9M | $44K |
| AB MAURI FOOD INC. AB MAURI FOOD INC. SAVINGS PLAN | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 530 | $77.7M | $30K |
| LMI AEROSPACE, INC. LMI AEROSPACE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | ST CHARLES, MO | Other NONE | 1,363 | $74.5M | $44K |
| AB MAURI FOOD INC. AB MAURI FOOD INC. SAVINGS PLAN | SAINT LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 440 | $69.8M | $30K |
| AB MAURI FOOD INC. AB MAURI FOOD INC. SAVINGS PLAN | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 490 | $58.6M | $30K |
| KENNEBEC SAVINGS BANK KENNEBEC SAVINGS BANK 401(K) SAVINGS PLAN AND TRUST | AUGUSTA, ME | Other SERVICE PROVIDER | 198 | $50.1M | $22K |
| KENNEBEC SAVINGS BANK KENNEBEC SAVINGS BANK 401(K) SAVINGS PLAN AND TRUST | AUGUSTA, ME | Other SERVICE PROVIDER | 188 | $43.3M | $28K |
| KENNEBEC SAVINGS BANK KENNEBEC SAVINGS BANK 401(K) SAVINGS PLAN AND TRUST | AUGUSTA, ME | Other SERVICE PROVIDER | 190 | $36.8M | $22K |
| MCBRIDE & SON SERVICES CO. MCBRIDE & SON 401(K) SAVINGS PLAN | CHESTERFIELD, MO | Advisor / Consultant ADVISOR | 155 | $34.1M | $25K |
| MCBRIDE & SON SERVICES CO. MCBRIDE & SON 401(K) SAVINGS PLAN | CHESTERFIELD, MO | Advisor / Consultant ADVISOR | 147 | $32.5M | $25K |
| MCBRIDE & SON SERVICES CO. MCBRIDE & SON 401(K) SAVINGS PLAN | CHESTERFIELD, MO | Advisor / Consultant ADVISOR | 125 | $28.7M | $25K |
| LINCOLN COUNTY BANCORP, INC. LINCOLN COUNTY BANCORP, INC. PROFIT SHARING PLAN | TROY, MO | Other NONE | 203 | $27.0M | $13K |
| MCBRIDE & SON SERVICES CO. MCBRIDE & SON 401(K) SAVINGS PLAN | CHESTERFIELD, MO | Advisor / Consultant ADVISOR | 117 | $26.6M | $19K |
| LINCOLN COUNTY BANCORP, INC. LINCOLN COUNTY BANCORP, INC. PROFIT SHARING PLAN | TROY, MO | Other NONE | 192 | $25.2M | $13K |
| MCBRIDE & SON SERVICES CO. MCBRIDE & SON 401(K) SAVINGS PLAN | CHESTERFIELD, MO | Advisor / Consultant ADVISOR | 130 | $24.6M | $19K |
| LINCOLN COUNTY BANCORP, INC. LINCOLN COUNTY BANCORP, INC. PROFIT SHARING PLAN | TROY, MO | Other NONE | 185 | $21.5M | $13K |
| ASPEQ HEATING GROUP LLC ASPEQ 401(K) SAVINGS PLAN | ST LOUIS, MO | Other NONE | 436 | $21.4M | $28K |
| CONNECTRIA, LLC CONNECTRIA 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant ADVISORS | 191 | $21.2M | $28K |
| CONNECTRIA, LLC CONNECTRIA 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant ADVISORS | 181 | $19.4M | $27K |
| ASPEQ HEATING GROUP LLC ASPEQ 401(K) SAVINGS PLAN | ST LOUIS, MO | Other NONE | 379 | $17.3M | $23K |
| HORNER & SHIFRIN, INC HORNER & SHIFRIN 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant ADVISOR | 178 | $16.3M | $35K |
| HORNER & SHIFRIN, INC HORNER & SHIFRIN 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant ADVISOR | 163 | $13.4M | $30K |
| CALLAWAY SECURITY BANKS, INC. CALLAWAY SECURITY BANKS, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | FULTON, MO | Other NONE | 109 | $12.1M | $28K |
| CALLAWAY SECURITY BANKS, INC. CALLAWAY SECURITY BANKS, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | FULTON, MO | Other NONE | 113 | $11.4M | $25K |
| HORNER & SHIFRIN, INC. HORNER & SHIFRIN 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant ADVISOR | 123 | $11.0M | $38K |
| CALLAWAY SECURITY BANKS, INC. CALLAWAY SECURITY BANKS, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | FULTON, MO | Other NONE | 119 | $9.8M | $26K |
| SOUTHWEST DISTRIBUTING CO. SOUTHWEST DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN | MESA, AZ | TPA / Administrator THIRD PARTY ADMINISTRTAT | 97 | $4.9M | $2K |
| CONNECTRIA, LLC CONNECTRIA 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant ADVISORS | 0 | $250 | $37K |
| AEROFIL TECHNOLOGY, INC. AEROFIL TECHNOLOGY, INC. EMPLOYEE RETIREMENT PLAN | SULLIVAN, MO | Other NONE | 0 | $0 | $46K |
| ENCORE OILFIELD SERVICES ENCORE OILFIELD SERVICES 401K PLAN | KINGWOOD, TX | Advisor / Consultant FIDUCIARY ADVISOR | 0 | $0 | $2K |