FIDUCIARY PLAN
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
82
Active participants
52,983
Total plan assets
$3.2B
Filings (rows)
82
Direct comp
$2.5M
Indirect comp
$17K
Aggregating 7 name variants under "FIDUCIARY PLAN"
SERVICES PROVIDED
Other61
Advisor / Consultant21
Top plans served
All 82 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MINERALS TECHNOLOGIES INC. MINERALS TECHNOLOGIES INC. SAVINGS AND INVESTMENT PLAN | NEW YORK, NY | Other RETAINED BY CLIENT | 1,712 | $340.3M | $25K |
| MINERALS TECHNOLOGIES INC. MINERALS TECHNOLOGIES INC. SAVINGS AND INVESTMENT PLAN | NEW YORK, NY | Other RETAINED BY CLIENT | 1,680 | $312.1M | $18K |
| UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. UPPER CHESAPEAKE HEALTH 403(B) SAVINGS PLAN | BEL AIR, MD | Advisor / Consultant INVESTMENT ADVISOR | 2,791 | $275.1M | $87K |
| UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. UPPER CHESAPEAKE HEALTH 403(B) SAVINGS PLAN | BEL AIR, MD | Advisor / Consultant INVESTMENT ADVISOR | 3,012 | $242.4M | $170K |
| WALKER & DUNLOP, LLC WALKER & DUNLOP, LLC RETIREMENT SAVINGS PLAN | BETHESDA, MD | Advisor / Consultant ADVISOR | 1,305 | $212.7M | $15K |
| MINERALS TECHNOLOGIES INC. MINERALS TECHNOLOGIES INC. RETIREMENT PLAN | NEW YORK, NY | Other RETAINED BY CLIENT | 270 | $182.8M | $13K |
| MINERALS TECHNOLOGIES INC. MINERALS TECHNOLOGIES INC. RETIREMENT PLAN | NEW YORK, NY | Other RETAINED BY CLIENT | 306 | $167.1M | $18K |
| WALKER & DUNLOP, LLC WALKER & DUNLOP, LLC RETIREMENT SAVINGS PLAN | BETHESDA, MD | Advisor / Consultant ADVISOR | 1,410 | $166.5M | $60K |
| MINERALS TECHNOLOGIES INC. MINERALS TECHNOLOGIES INC. RETIREMENT PLAN | NEW YORK, NY | Other RETAINED BY CLIENT | 332 | $149.0M | $13K |
| EQUINOX HOLDINGS, INC. THE EQUINOX HOLDINGS, INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 11,379 | $124.4M | $40K |
| KIPP NYC, LLC KIPP NYC 403(B) RETIREMENT PLAN | NEW YORK, NY | Other NONE | 1,306 | $94.6M | $60K |
| AMCOL INTERNATIONAL CORPORATION MINERALS TECHNOLOGIES INC. RETIREMENT PLAN - PC&E | NEW YORK, NY | Other RETAINED BY CLIENT | 111 | $89.9M | $13K |
| AMCOL INTERNATIONAL CORPORATION MINERALS TECHNOLOGIES INC. RETIREMENT PLAN - PC&E | NEW YORK, NY | Other RETAINED BY CLIENT | 119 | $82.2M | $18K |
| NELSON WORLDWIDE, LLC NELSON WORLDWIDE, LLC 401(K) PLAN | PHILADELPHIA, PA | Advisor / Consultant ADVISOR | 513 | $80.2M | $60K |
| AMCOL INTERNATIONAL CORPORATION MINERALS TECHNOLOGIES INC. RETIREMENT PLAN - PC&E | NEW YORK, NY | Other RETAINED BY CLIENT | 133 | $75.5M | $13K |
| NELSON WORLDWIDE, LLC NELSON WORLDWIDE, LLC 401(K) PLAN | PHILADELPHIA, PA | Advisor / Consultant ADVISOR | 524 | $72.2M | $60K |
| NELSON WORLDWIDE, LLC NELSON WORLDWIDE, LLC 401(K) PLAN | PHILADELPHIA, PA | Advisor / Consultant ADVISOR | 676 | $65.6M | $30K |
| DESIMONE CONSULTING ENGINEERING, D.P.C. DESIMONE CONSULTING ENGINEERING 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 338 | $51.2M | $67K |
| DESIMONE CONSULTING ENGINEERING, D.P.C. DESIMONE CONSULTING ENGINEERING 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 293 | $44.0M | $57K |
| DIALAMERICA MARKETING, LLC DIALAMERICA MARKETING, LLC 401(K) SAVINGS PLAN | MAHWAH, NJ | Advisor / Consultant INVESTMENT ADVISOR | 925 | $42.7M | $30K |
| DIALAMERICA MARKETING, INC. DIALAMERICA MARKETING, INC. 401(K) SAVINGS PLAN | MAHWAH, NJ | Advisor / Consultant INVESTMENT ADVISOR | 1,031 | $42.7M | $30K |
| DIALAMERICA MARKETING, INC. DIALAMERICA MARKETING, INC. 401(K) SAVINGS PLAN | MAHWAH, NJ | Advisor / Consultant INVESTMENT ADVISOR | 1,190 | $38.0M | $22K |
| DESIMONE CONSULTING ENGINEERING, D.P.C. DESIMONE CONSULTING ENGINEERING 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 291 | $36.2M | $25K |
| AJM PACKAGING CORPORATION AJM PACKAGING CORPORATION 401(K) PLAN | BLOOMFIELD HILLS, MI | Other NONE | 610 | $32.3M | $53K |
| PAR PLUMBING CO., INC. PAR PLUMBING COMPANY, INC. RETIREMENT SAVINGS PLAN | LYNBROOK, NY | Advisor / Consultant INVESTMENT ADVISORY | 107 | $15.5M | $0 |
| PAR PLUMBING CO., INC. PAR PLUMBING COMPANY, INC. RETIREMENT SAVINGS PLAN | LYNBROOK, NY | Advisor / Consultant INVESTMENT ADVISORY | 95 | $13.5M | $0 |
| BARON WEATHER, INC. BARON WEATHER, INC. 401(K) PLAN | HUNTSVILLE, AL | Advisor / Consultant INVESTMENT ADVISOR | 87 | $12.7M | $0 |
| SODEXO MANAGEMENT, INC. SODEXO MANAGEMENT, INC. HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 1,160 | $10.6M | $100K |
| TEAM BEANS LLC TEAM BEANS LLC 401(K) PROFIT SHARING PLAN | PISCATAWAY, NJ | Other INVESTMENT/FINANCIAL ADVI | 160 | $9.5M | $21K |
| SODEXO MANAGEMENT, INC. SODEXO MANAGEMENT, INC. HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 1,234 | $8.5M | $90K |
| TEAM BEANS LLC TEAM BEANS LLC 401(K) PROFIT SHARING PLAN | PISCATAWAY, NJ | Other INVESTMENT/FINANCIAL ADVI | 142 | $8.4M | $18K |
| SODEXO MANAGEMENT, INC. SODEXO MANAGEMENT, INC. HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 1,216 | $7.2M | $84K |
| TEAM BEANS LLC TEAM BEANS LLC 401(K) PROFIT SHARING PLAN | PISCATAWAY, NJ | Other INVESTMENT/FINANCIAL ADVI | 129 | $7.0M | $18K |
| CADUCEUS, INC. CADUCEUS 401(K) PLAN | JERSEY CITY, NJ | Other INVESTMENT/FINANCIAL ADVI | 252 | $4.9M | $9K |
| CADUCEUS, INC. CADUCEUS 401(K) PLAN | JERSEY CITY, NJ | Other INVESTMENT/FINANCIAL ADVI | 194 | $3.8M | $6K |
| NATIONAL DOMESTIC WORKERS ALLIANCE NATIONAL DOMESTIC WORKERS ALLIANCE 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 46 | $3.6M | $8K |
| JEWISH FAMILY SERVICES OF CENTRA JEWISH FAMILY SERVICES OF CENTRAL NJ 401(K) PLAN | ELIZABETH, NJ | Other INVESTMENT/FINANCIAL ADVI | 139 | $3.4M | $10K |
| JEWISH FAMILY SERVICES OF CENTRA JEWISH FAMILY SERVICES OF CENTRAL NJ 401(K) PLAN | ELIZABETH, NJ | Other INVESTMENT/FINANCIAL ADVI | 124 | $2.8M | $9K |
| NATIONAL DOMESTIC WORKERS ALLIANCE NATIONAL DOMESTIC WORKERS ALLIANCE 401K PROFIT SHARING PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 49 | $2.7M | $1K |
| CHALLENGE UNLIMITED, INC. CHALLENGE UNLIMITED, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 616 | $2.6M | $40K |
| CHALLENGE UNLIMITED, INC. CHALLENGE UNLIMITED, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 608 | $2.4M | $40K |
| JEWISH FAMILY SERVICES OF CENTRA JEWISH FAMILY SERVICES OF CENTRAL NJ 401(K) PLAN | ELIZABETH, NJ | Other INVESTMENT/FINANCIAL ADVI | 126 | $2.3M | $6K |
| THERAGUN, LLC THERAGUN, LLC 401(K) P/S PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 268 | $2.0M | $11K |
| CHALLENGE UNLIMITED, INC. CHALLENGE UNLIMITED, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 623 | $2.0M | $44K |
| ON TIME TRANSPORT, LLC ON TIME TRANSPORT LLC 401(K) PROFIT SHARING PLAN | ROSELLE, NJ | Advisor / Consultant INVESTMENT ADVISOR | 332 | $1.5M | $3K |
| ADAMS AND ASSOCIATES, INC. ADAMS AND ASSOCIATES INC HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 1,022 | $1.5M | $36K |
| JOB OPTIONS, INC. JOB OPTIONS, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 615 | $1.4M | $79K |
| TDB COMMUNICATIONS INC TDB COMMUNICATIONS INC HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 455 | $1.4M | $21K |
| JOB OPTIONS, INC. JOB OPTIONS, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 605 | $1.3M | $104K |
| ADAMS AND ASSOCIATES, INC. ADAMS AND ASSOCIATES INC HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 947 | $1.2M | $37K |
| JOB OPTIONS, INC. JOB OPTIONS, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 594 | $1.0M | $100K |
| TDB COMMUNICATIONS INC TDB COMMUNICATIONS INC HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 351 | $837K | $14K |
| THE TATITLEK CORPORATION THE TATITLEK CORPORATION HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 323 | $775K | $39K |
| HI PRO, INC. HI PRO, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 231 | $725K | $25K |
| CHUGACH ALASKA CORPORATION CHUGACH ALASKA CORPORATION HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 303 | $672K | $7K |
| THE TATITLEK CORPORATION THE TATITLEK CORPORATION HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 554 | $637K | $47K |
| EVO TRANSPORTATION AND ENERGY SERVICES INC EVO TRANSPORTATION AND ENERGY SERVICES INC HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 1,686 | $589K | $31K |
| THE TATITLEK CORPORATION THE TATITLEK CORPORATION HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 319 | $566K | $37K |
| THE BOWEN CONSULTING GROUP, INC. THE BOWEN CONSULTING GROUP, INC. HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 253 | $493K | $31K |
| HI PRO, INC. HI PRO, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 263 | $492K | $23K |
| EVO TRANSPORTATION AND ENERGY SERVICES INC EVO TRANSPORTATION AND ENERGY SERVICES INC HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 1,385 | $452K | $35K |
| THE BOWEN CONSULTING GROUP, INC. THE BOWEN CONSULTING GROUP, INC. HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 261 | $429K | $26K |
| THE BOWEN CONSULTING GROUP, INC. THE BOWEN CONSULTING GROUP, INC. HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 239 | $418K | $22K |
| GRACE MANAGEMENT, INC. GRACE MANAGEMENT - 2 HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 166 | $333K | $20K |
| ZETRICK LLC ZETRICK LLC HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 195 | $308K | $14K |
| THE COGAR GROUP, LTD THE COGAR GROUP, LTD HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 179 | $298K | $26K |
| WORK, INC. WORK, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 128 | $295K | $10K |
| THE COGAR GROUP, LTD THE COGAR GROUP, LTD HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 155 | $292K | $25K |
| CHUGACH ALASKA CORPORATION CHUGACH ALASKA CORPORATION HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 28 | $276K | $14K |
| GRACE MANAGEMENT, INC. GRACE MANAGEMENT -2 HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 170 | $238K | $20K |
| GRACE MANAGEMENT, INC. GRACE MANAGEMENT -2 HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 175 | $235K | $20K |
| ZETRICK LLC ZETRICK LLC HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 190 | $231K | $13K |
| ALLIANCE, INC. ALLIANCE, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 100 | $206K | $11K |
| ALLIANCE, INC. ALLIANCE, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 107 | $206K | $9K |
| HI PRO, INC. HI PRO, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 224 | $187K | $18K |
| ENVIROSMART, INC. ENVIROSMART, INC. HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 77 | $155K | $14K |
| ZETRICK LLC ZETRICK LLC HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 189 | $140K | $14K |
| WITS SOLUTIONS, INC WITS SOLUTIONS, INC. HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 146 | $94K | $20K |
| ALLIANCE, INC. ALLIANCE, INC. HEALTH & WELFARE PLAN | SAN MATEO, CA | Other NONE | 107 | $85K | $11K |
| WITS SOLUTIONS, INC WITS SOLUTIONS, INC. HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 151 | $66K | $8K |
| WITS SOLUTIONS, INC WITS SOLUTIONS, INC. HEALTH AND WELFARE PLAN | SAN MATEO, CA | Other NONE | 126 | $37K | $9K |
| FLUOR FEDERAL SOLUTIONS, LLC FLUOR FEDERAL SOLUTIONS, LLC HEALTH & WELFARE PLAN | GREENVILLE, SC | Other NONE | 0 | $0 | $8K |