Click a collective trust to see every plan that holds it.
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Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Advanced Energy Industries, Inc. Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan · all filings | FORT COLLINS, CO | Advisor / Consultant | 1,136 | $259.6M | $11K | $0 |
| Advanced Energy Industries, Inc. Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan · all filings | FORT COLLINS, CO | Advisor / Consultant | 1,153 | $228.7M | $34K | $0 |
| Advanced Energy Industries, Inc. Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan · all filings | FORT COLLINS, CO | Advisor / Consultant | 1,204 | $197.3M | $23K | $0 |
| Sherman & Howard L.L.C. Sherman & Howard Retirement Plan (2) · all filings | DENVER, CO | Other service providers | 155 | $110.7M | $3K | $0 |
| Sherman & Howard L.L.C. Sherman & Howard Retirement Plan (1) · all filings | DENVER, CO | Other service providers | 153 | $86.5M | $1K | $0 |
| FCI Constructors, Inc. FCI Constructors, Inc. Profit Sharing Plan · all filings | GRAND JUNCTION, CO | Advisor / Consultant | 432 | $82.2M | $50K | $0 |
| Sage Hospitality Resources, LLC Sage 401(k) Retirement & Savings Plan · all filings | DENVER, CO | Advisor / Consultant | 6,053 | $81.3M | $45K | $0 |
| FCI Constructors, Inc. FCI Constructors, Inc. Profit Sharing Plan · all filings | GRAND JUNCTION, CO | Advisor / Consultant | 417 | $80.7M | $39K | $0 |
| Orthopaedic & Spine Center of the Rockies, PC Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan · all filings | FORT COLLINS, CO | TPA / Administrator | 577 | $76.5M | $23K | $0 |
| Sage Hospitality Resources, LLC Sage 401(k) Retirement & Savings Plan · all filings | DENVER, CO | Advisor / Consultant | 5,481 | $70.6M | $45K | $0 |
| FCI Constructors, Inc. FCI Constructors, Inc. Profit Sharing Plan · all filings | GRAND JUNCTION, CO | TPA / Administrator | 409 | $67.9M | $34K | $0 |
| Orthopaedic & Spine Center of the Rockies, PC Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan · all filings | FORT COLLINS, CO | Advisor / Consultant | 576 | $67.5M | $54K | $0 |
| Sage Hospitality Resources, LLC Sage 401(k) Retirement & Savings Plan · all filings | DENVER, CO | Advisor / Consultant | 5,178 | $56.5M | $45K | $0 |
| Silver Oak Wine Cellars, LLC Silver Oak Cellars 401(k) Profit Sharing Plan · all filings | HEALDSBURG, CA | Advisor / Consultant | 205 | $47.6M | $42K | $0 |
| Silver Oak Wine Cellars, LLC Silver Oak Cellars 401(k) Profit Sharing Plan · all filings | HEALDSBURG, CA | Advisor / Consultant | 207 | $43.3M | $38K | $0 |
| Junior Achievement USA JA USA 401(k) Plan · all filings | COLORADO SPRINGS, CO | Advisor / Consultant | 989 | $43.0M | $37K | $0 |
| Silver Oak Wine Cellars, LLC Silver Oak Cellars 401(k) Profit Sharing Plan · all filings | HEALDSBURG, CA | Advisor / Consultant TPA / Administrator | 178 | $35.6M | $47K | $0 |
| Junior Achievement USA JA USA 401(k) Plan · all filings | COLORADO SPRINGS, CO | Advisor / Consultant | 987 | $33.9M | $27K | $0 |
| First Western Financial, Inc. First Western 401(k) Plan · all filings | DENVER, CO | Accountant / Auditor | 310 | $33.9M | $18K | $0 |
| First Western Bank & Trust First Western Bank & Trust 401(k) · all filings | MINOT, ND | Other service providers | 303 | $32.8M | $18K | $0 |
| Junior Achievement USA JA USA 401(k) Plan · all filings | COLORADO SPRINGS, CO | Advisor / Consultant | 833 | $24.3M | $23K | $0 |
| Kemmons Wilson Companies Kemmons Wilson Companies 401(k) Plan · all filings | MEMPHIS, TN | Other service providers | 152 | $21.5M | $37K | $0 |
| Odell Brewing Company Odell Brewing Company 401(k) Plan · all filings | FORT COLLINS, CO | Advisor / Consultant | 139 | $20.7M | $33K | $0 |
| Odell Brewing Company Odell Brewing Company 401(k) Plan · all filings | FORT COLLINS, CO | Advisor / Consultant | 156 | $20.0M | $22K | $0 |
| Odell Brewing Company Odell Brewing Company 401(k) Plan · all filings | FORT COLLINS, CO | Advisor / Consultant | 175 | $16.5M | $38K | $0 |
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