FIRST ALLIED
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
47
Active participants
16,750
Total plan assets
$929.4M
Filings (rows)
47
Direct comp
$774K
Indirect comp
$311K
Aggregating 6 name variants under "FIRST ALLIED"
SERVICES PROVIDED
Advisor / Consultant23
Other20
Broker4
Top plans served
All 47 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| OMNIVISION TECHNOLOGIES, INC. OMNIVISION TECHNOLOGIES 401(K) PLAN | SANTA CLARA, CA | Advisor / Consultant ADVISOR | 530 | $158.1M | $0 |
| OMNIVISION TECHNOLOGIES, INC. OMNIVISION TECHNOLOGIES 401(K) PLAN | SANTA CLARA, CA | Advisor / Consultant ADVISOR | 542 | $126.5M | $0 |
| UNITED STATES INFORMATION SYSTEMS, INC. US INFORMATION SYSTEMS 401(K) PLAN | PEARL RIVER, NY | Advisor / Consultant ADVISOR | 469 | $47.4M | $57K |
| UNITED STATES INFORMATION SYSTEMS, INC. US INFORMATION SYSTEMS 401(K) PLAN | PEARL RIVER, NY | Advisor / Consultant ADVISOR | 458 | $43.7M | $67K |
| ALTERNATE SOLUTIONS HEALTH NETWORK, LLC ALTERNATE SOLUTIONS HEALTHCARE SYSTEM, INC. 401(K) | DAYTON, OH | Other NONE | 1,704 | $42.0M | $48K |
| UNITED STATES INFORMATION SYSTEMS, INC. US INFORMATION SYSTEMS 401(K) PLAN | PEARL RIVER, NY | Advisor / Consultant ADVISOR | 462 | $37.4M | $0 |
| ALTERNATE SOLUTIONS HEALTH NETWORK, LLC ALTERNATE SOLUTIONS HEALTHCARE SYSTEM, INC 401(K) | KETTERING, OH | Other NONE | 1,504 | $35.6M | $46K |
| VELOCITY CLINICAL RESEARCH, INC VELOCITY CLINICAL RESEARCH 401(K) PLAN | DURHAM, NC | Other RETAINED BY PLAN SPONSOR | 1,016 | $35.6M | $18K |
| VELOCITY CLINICAL RESEARCH, INC VELOCITY CLINICAL RESEARCH 401(K) PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT ADVISORY | 1,282 | $26.8M | $42K |
| ADVANCED TURF SOLUTIONS, INC ADVANCED TURF SOLUTIONS 401(K) PLAN | FISHERS, IN | Advisor / Consultant INVESTMENT ADVISORY - PL | 350 | $25.5M | $12K |
| CASCO DIVERSIFIED CORPORATION CASCO 401(K) PROFIT SHARING PLAN | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 140 | $24.1M | $54K |
| BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO, CA | Advisor / Consultant ADVISOR | 195 | $22.8M | $0 |
| MCNC MCNC RETIREMENT PLAN | RESEARCH TRIANGLE PA, NC | Broker BROKER/ADVISER | 117 | $22.1M | $0 |
| TELAMON CORPORATION TELAMON CORPORATION TAX SHELTERED RETIREMENT PLAN | RALEIGH, NC | Other SHAREHOLDER SERVICE PROV | 616 | $21.2M | $0 |
| ADVANCED TURF SOLUTIONS, INC ADVANCED TURF SOLUTIONS 401(K) PLAN | FISHERS, IN | Advisor / Consultant INVESTMENT ADVISORY - PL | 330 | $19.0M | $41K |
| LAC ACQUISITION, LLC VALUED EMPLOYEE RETIREMENT SAVINGS PLAN | SOUTH BEND, IN | Other RETAINED BY CLIENT | 699 | $15.2M | $15K |
| EHS SUPPORT, LLC EHS SUPPORT, LLC RETIREMENT SAVINGS PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 117 | $15.2M | $25K |
| LAC ACQUISITION, LLC VALUED EMPLOYEE RETIREMENT SAVINGS PLAN | SOUTH BEND, IN | Other RETAINED BY CLIENT | 479 | $14.8M | $64K |
| LUTHERAN HOMES OF OCONOMOWOC, INC. LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN | OCONOMOWOC, WI | Other NONE | 376 | $12.7M | $27K |
| ROCK PAPER SCISSORS, LLC ROCK PAPER SCISSORS, LLC 401(K) PROFIT SHARING PLAN | SANTA MONICA, CA | Advisor / Consultant ADVISOR | 143 | $12.5M | $0 |
| EHS SUPPORT, LLC EHS SUPPORT, LLC RETIREMENT SAVINGS PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 113 | $11.9M | $18K |
| ALL3MEDIA USA, INC. ALL3MEDIA USA, INC. 401(K) PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 182 | $11.9M | $30K |
| ROI REVOLUTION, INC ROI REVOLUTION, INC 401(K) PLAN | RALEIGH, NC | Other INVESTMENT/FINANCIAL ADVI | 92 | $11.1M | $5K |
| ROI REVOLUTION, INC ROI REVOLUTION, INC 401(K) PLAN | RALEIGH, NC | Other INVESTMENT/FINANCIAL ADVI | 109 | $10.2M | $26K |
| K-FLEX USA LLC K-FLEX USA 401(K) RETIREMENT SAVINGS PLAN | YOUNGSVILLE, NC | Other INVESTMENT/FINANCIAL ADVI | 250 | $9.8M | $16K |
| VELOCITY CLINICAL RESEARCH, INC VELOCITY CLINICAL RESEARCH 401(K) PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT ADVISORY | 769 | $9.6M | $17K |
| PLANNED PARENTHOOD SOUTH ATLANTIC PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN | RALEIGH, NC | Broker BROKER/ADVISER | 349 | $8.7M | $0 |
| K-FLEX USA LLC K-FLEX USA 401(K) RETIREMENT SAVINGS PLAN | YOUNGSVILLE, NC | Other INVESTMENT/FINANCIAL ADVI | 204 | $8.5M | $19K |
| TARGET RWE, LLC TARGET RWE, LLC 401K PLAN | DURHAM, NC | Other INVESTMENT/FINANCIAL ADVI | 114 | $8.0M | $12K |
| K-FLEX USA LLC K-FLEX USA 401(K) RETIREMENT SAVINGS PLAN | YOUNGSVILLE, NC | Other INVESTMENT/FINANCIAL ADVI | 185 | $7.7M | $20K |
| ROI REVOLUTION, INC ROI REVOLUTION, INC 401(K) PLAN | RALEIGH, NC | Other INVESTMENT/FINANCIAL ADVI | 113 | $7.7M | $24K |
| PURE FLOW, INC. PURE FLOW, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | GRAHAM, NC | Advisor / Consultant BROKER/ADVISOR | 129 | $7.5M | $0 |
| PLANNED PARENTHOOD SOUTH ATLANTIC PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN | RALEIGH, NC | Broker BROKER/ADVISER | 333 | $7.2M | $0 |
| MAKE THE ROAD NEW YORK MAKE THE ROAD NEW YORK 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN, NY | Advisor / Consultant ADVISOR | 302 | $7.0M | $0 |
| TARGET PHARMASOLUTIONS, INC TARGET PHARMASOLUTIONS, INC 401K PLAN | DURHAM, NC | Other INVESTMENT/FINANCIAL ADVI | 116 | $6.4M | $12K |
| PIGGLY WIGGLY CENTRAL, INC. MCLEOD PIGGLY WIGGLY 401(K) PLAN | SUMTER, SC | Other OTHER SERVICES | 258 | $5.9M | $0 |
| ZIFT SOLUTIONS, INC. ZIFT SOLUTIONS 401(K) PLAN | CARY, NC | Advisor / Consultant ADVISOR | 64 | $4.9M | $17K |
| BEVERLY HILLS PROPERTIES BEVERLY HILLS PROPERTIES 401(K) PLAN | BEVERLY HILLS, CA | Other INVESTMENT/FINANCIAL ADVI | 233 | $4.3M | $14K |
| ROUNDABOUT ENTERTAINMENT INC ROUNDABOUT ENTERTAINMENT INC 401(K) PROFIT SHARING PLAN & TRUST | BURBANK, CA | Advisor / Consultant ADVISOR | 114 | $4.2M | $21K |
| CONGREGATIONAL HOME, INC. CONGREGATIONAL HOME, INC. 401(K) SAVINGS PLAN | BROOKFIELD, WI | Other SERVICE PROVIDER | 191 | $4.2M | $0 |
| TARGET PHARMASOLUTIONS, INC TARGET PHARMASOLUTIONS, INC 401K PLAN | DURHAM, NC | Other INVESTMENT/FINANCIAL ADVI | 151 | $4.0M | $9K |
| RELIANCE VITAMIN, LLC RELIANCE VITAMIN, LLC 401(K) PLAN | EDISON, NJ | Other SERVICE PROVIDER | 138 | $3.5M | $0 |
| LEAP GROUP HOLDINGS, INC. LEAP GROUP HOLDINGS, INC. 401(K) PLAN | JERSEY CITY, NJ | Broker INSURANCE AGENT | 154 | $2.6M | $0 |
| WARABEYA U.S.A., INC., DBA TOKYO WARABEYA U.S.A., INC. 401(K) PLAN | WAIPAHU, HI | Advisor / Consultant ADVISOR | 198 | $1.9M | $0 |
| WARABEYA U.S.A., INC., DBA TOKYO WARABEYA U.S.A., INC. 401(K) PLAN | WAIPAHU, HI | Advisor / Consultant ADVISOR | 184 | $1.5M | $0 |
| WARABEYA U.S.A., INC., DBA TOKYO WARABEYA U.S.A., INC. 401(K) PLAN | WAIPAHU, HI | Advisor / Consultant ADVISOR | 176 | $1.1M | $0 |
| FISKARS LIVING US, LLC FISKARS LIVING US, LLC 401(K) PLAN | WALL, NJ | Advisor / Consultant ADVISOR | 0 | $0 | $0 |