FIDUCIARY BENEFITS
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
19
Active participants
643,171
Total plan assets
$2.8B
Filings (rows)
19
Direct comp
$1.1M
Indirect comp
$54K
Aggregating 2 name variants under "FIDUCIARY BENEFITS"
SERVICES PROVIDED
Other11
Advisor / Consultant8
Top plans served
All 19 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 621,703 | $1.8B | $16K |
| PUBLIC HEALTH INSTITUTE PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT PLAN | OAKLAND, CA | Other NONE | 899 | $276.2M | $408K |
| PUBLIC HEALTH INSTITUTE PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT PLAN | OAKLAND, CA | Other NONE | 974 | $245.9M | $94K |
| ERISA PARTNERS, INC. ERISA PARTNERS, INC. POOLED EMPLOYER PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT MANAGER | 7,816 | $80.7M | $65K |
| THE HARKER SCHOOL THE HARKER SCHOOL 401(A) DEFINED CONTRIBUTION PLAN | SAN JOSE, CA | Other NONE | 527 | $73.3M | $131K |
| THE HARKER SCHOOL THE HARKER SCHOOL 401(A) DEFINED CONTRIBUTION PLAN | SAN JOSE, CA | Other NONE | 556 | $70.6M | $56K |
| THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | SAN JOSE, CA | Other NONE | 784 | $68.2M | $82K |
| THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX-DEFERRED ANNUITY PLAN | SAN JOSE, CA | Other NONE | 1,241 | $59.8M | $16K |
| ERISA PARTNERS, INC. ERISA PARTNERS, INC. POOLED EMPLOYER PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT MANAGER | 5,728 | $41.2M | $26K |
| HAZARD CONSTRUCTION COMPANY HAZARD CONSTRUCTION COMPANY RETIREMENT PLAN | LAKESIDE, CA | Advisor / Consultant INVESTMENT ADVISOR | 171 | $26.8M | $32K |
| SAINT MARY'S HALL SAINT MARY'S HALL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO, TX | Advisor / Consultant INVESTMENT ADVISORY | 316 | $24.9M | $13K |
| BALDWIN & SONS, LLC BALDWIN & SONS, LLC 401(K) PLAN | NEWPORT BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 112 | $14.5M | $40K |
| BALDWIN & SONS, LLC BALDWIN & SONS, LLC 401(K) PLAN | NEWPORT BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 110 | $12.9M | $18K |
| HICKMANS EGG RANCH, INC. HICKMANS EGG RANCH, INC. 401(K) | BUCKEYE, AZ | Other SERVICE PROVIDER | 454 | $11.8M | $26K |
| HICKMANS EGG RANCH, INC. HICKMANS EGG RANCH, INC. 401(K) | BUCKEYE, AZ | Other SERVICE PROVIDER | 514 | $11.5M | $16K |
| VANTAGE MOBILITY INTERNATIONAL, LLC VANTAGE MOBILITY INTERNATIONAL, L. L. C. 401(K) AND PROFIT SHARING | PHOENIX, AZ | Other SERVICE PROVIDER | 496 | $6.2M | $7K |
| VANTAGE MOBILITY, LLC VANTAGE MOBILITY, LLC 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Other SERVICE PROVIDER | 513 | $5.9M | $14K |
| BRAVO CONCRETE CONSTRUCTION SERVICES, INC. DBA BRAVO CONCRETE BRAVO CONCRETE CONSTRUCTION SERVICES, INC. 401(K) PROFIT SHARING PLAN | RIVERSIDE, CA | Advisor / Consultant INVESTMENT MANAGEMENT | 135 | $2.4M | $6K |
| APEX CONTRACTING AND RESTORATION, INC. APEX CONTRACTING AND RESTORATION, INC 401(K) PLAN | SAN DIEGO, CA | Other NONE | 122 | $1.1M | $6K |