Form 5500 Search

GORDON ASSET

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
51,755
Total plan assets
$22.6B
Filings (rows)
47
Direct comp
$979K
Indirect comp
$0
Aggregating 2 name variants under "GORDON ASSET"

SERVICES PROVIDED

Advisor / Consultant41
Other6

Top plans served

All 47 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
11,088$7.9B$19K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
10,636$6.8B$15K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
10,078$5.6B$14K
FLORIDA WOMAN CARE, LLC
UWH OF FLORIDA LLC 401(K) RETIREMENT PLAN
TAMPA, FL
Advisor / Consultant
INVESTMENT ADVISOR
2,048$254.8M$19K
UWH OF THE CAROLINAS, PLLC
UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN
TAMPA, FL
Advisor / Consultant
ADVISOR
1,171$228.4M$76K
FLORIDA WOMAN CARE, LLC
UWH OF FLORIDA LLC 401(K) RETIREMENT PLAN
BOCA RATON, FL
Advisor / Consultant
INVESTMENT ADVISOR
1,892$224.1M$19K
UWH OF THE CAROLINAS, PLLC
UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN
BOCA RATON, FL
Advisor / Consultant
ADVISOR
1,075$199.5M$74K
FLORIDA WOMAN CARE, LLC
UWH OF FLORIDA LLC 401(K) RETIREMENT PLAN
BOCA RATON, FL
Advisor / Consultant
INVESTMENT ADVISOR
1,738$178.4M$19K
UWH OF THE CAROLINAS, PLLC
UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN
BOCA RATON, FL
Advisor / Consultant
ADVISOR
1,006$159.5M$93K
MID-ATLANTIC WOMEN'S CARE, P.L.C.
MID-ATLANTIC WOMEN'S CARE, P.L.C. PROFIT SHARING PLAN
NORFOLK, VA
Advisor / Consultant
INVESTMENT ADVISOR
439$106.3M$19K
MID-ATLANTIC WOMEN'S CARE, P.L.C.
MID-ATLANTIC WOMEN'S CARE, P.L.C. PROFIT SHARING PLAN
NORFOLK, VA
Advisor / Consultant
INVESTMENT ADVISOR
467$105.1M$19K
MID-ATLANTIC WOMEN'S CARE, P.L.C.
MID-ATLANTIC WOMEN'S CARE, P.L.C. PROFIT SHARING PLAN
NORFOLK, VA
Advisor / Consultant
INVESTMENT ADVISOR
475$92.2M$19K
UNIFIED WOMEN'S HEALTHCARE OF TEXAS, PLLC
UWH OF TEXAS, PLLC 401(K) RETIREMENT PLAN
TAMPA, FL
Advisor / Consultant
INVESTMENT ADVISOR
712$87.9M$19K
UNIFIED WOMEN'S HEALTHCARE OF TEXAS, PLLC
UWH OF TEXAS, PLLC 401(K) RETIREMENT PLAN
BOCA RATON, FL
Advisor / Consultant
INVESTMENT ADVISOR
677$68.9M$19K
UNIFIED WOMEN'S HEALTHCARE, LLC
UNIFIED WOMEN'S HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN
TAMPA, FL
Advisor / Consultant
ADVISOR
750$48.8M$19K
UNIFIED WOMEN'S HEALTHCARE OF TEXAS, PLLC
UWH OF TEXAS, PLLC 401(K) RETIREMENT PLAN
BOCA RATON, FL
Advisor / Consultant
INVESTMENT ADVISOR
505$43.3M$19K
PHE, INC.
PHE, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN AND TRUST
HILLSBOROUGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
228$39.4M$27K
PHE, INC.
PHE, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN AND TRUST
HILLSBOROUGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
248$38.6M$27K
UNIFIED WOMEN'S HEALTHCARE, LLC
UNIFIED WOMEN'S HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN
BOCA RATON, FL
Advisor / Consultant
ADVISOR
640$37.4M$19K
PHE, INC.
PHE, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN AND TRUST
HILLSBOROUGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
244$34.6M$27K
SQUARE CARE MEDICAL GROUP, LLP
SQUARE CARE MEDICAL GROUP, LLP 401(K) PLAN
WESTBURY, NY
Advisor / Consultant
ADVISOR
223$28.7M$19K
UWH OF MICHIGAN
UWH OF MICHIGAN 401(K) RETIREMENT PLAN
TAMPA, FL
Advisor / Consultant
INVESTMENT ADVISOR
177$28.5M$19K
SQUARE CARE MEDICAL GROUP, LLP
SQUARE CARE MEDICAL GROUP, LLP 401(K) PLAN
WESTBURY, NY
Advisor / Consultant
ADVISOR
259$27.4M$19K
UWH OF MICHIGAN
UWH OF MICHIGAN 401(K) RETIREMENT PLAN
BOCA RATON, FL
Advisor / Consultant
INVESTMENT ADVISOR
102$23.4M$19K
SQUARE CARE MEDICAL GROUP, LLP
SQUARE CARE MEDICAL GROUP, LLP 401(K) PLAN
WESTBURY, NY
Advisor / Consultant
ADVISOR
263$23.4M$19K
TWIN CITY MOTORS, INC.
TWIN CITY MOTORS, INC. ASSET ACCUMULATION 401(K) RETIREMENT PLAN
ALCOA, TN
Advisor / Consultant
INVESTMENT ADVISOR
254$21.3M$15K
TWIN CITY MOTORS, INC.
TWIN CITY MOTORS, INC. ASSET ACCUMULATION 401(K) RETIREMENT PLAN
ALCOA, TN
Advisor / Consultant
INVESTMENT ADVISOR
251$19.3M$15K
TWIN CITY MOTORS, INC.
TWIN CITY MOTORS, INC. ASSET ACCUMULATION 401(K) RETIREMENT PLAN
ALCOA, TN
Advisor / Consultant
INVESTMENT ADVISOR
236$18.7M$15K
JAMES M. PLEASANTS COMPANY, INC.
JAMES M. PLEASANTS COMPANY, INC. EMPLOYEES' 401(K) PLAN
GREENSBORO, NC
Advisor / Consultant
ADVISOR
231$15.7M$6K
UNIFIED WOMEN'S HEALTHCARE, LLC
UNIFIED WOMEN'S HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN
BOCA RATON, FL
Advisor / Consultant
ADVISOR
386$14.8M$19K
DUKE SCHOOL
DUKE SCHOOL 401(K) PLAN
DURHAM, NC
Advisor / Consultant
INVESTMENT ADVISOR
92$9.4M$15K
DUKE SCHOOL
DUKE SCHOOL 401(K) PLAN
DURHAM, NC
Advisor / Consultant
INVESTMENT ADVISOR
135$9.3M$15K
SEARS CONTRACT, INC.
SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN
RALEIGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
163$9.3M$25K
APPLIED MEDICAL TECHNOLOGIES, INC.
AIRCLEAN SYSTEMS 401K PLAN
CREEDMOOR, NC
Advisor / Consultant
INVESTMENT ADVISOR
124$8.3M$5K
SEARS CONTRACT, INC.
SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN
RALEIGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
162$7.7M$20K
BAEBIES, INC.
BAEBIES, INC. 401(K) PLAN
DURHAM, NC
Advisor / Consultant
INVESTMENT ADVISOR
80$7.0M$5K
STAUNTON CAPITAL, INC.
EMPLOYEES RETIREMENT SAVINGS PLAN
HIGH POINT, NC
Advisor / Consultant
INVESTMENT ADVISOR
287$6.2M$18K
SEARS CONTRACT, INC.
SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN
RALEIGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
132$6.1M$20K
STAUNTON CAPITAL, INC.
EMPLOYEES RETIREMENT SAVINGS PLAN
HIGH POINT, NC
Advisor / Consultant
INVESTMENT ADVISOR
344$6.1M$18K
STAUNTON CAPITAL, INC.
EMPLOYEES RETIREMENT SAVINGS PLAN
HIGH POINT, NC
Advisor / Consultant
INVESTMENT ADVISOR
388$5.8M$19K
J.P. THOMAS & COMPANY
J.P. THOMAS & COMPANY 401(K) PLAN
ASHEBORO, NC
Other
INVESTMENT/FINANCIAL ADVI
216$4.3M$15K
UNIFIED WOMEN'S CARE OF GEORGIA LLC
UWH OF GEORGIA LLC 401K RETIREMENT PLAN
ATLANTA, GA
Advisor / Consultant
ADVISOR
50$4.3M$16K
J.P. THOMAS & COMPANY
J.P. THOMAS & COMPANY 401(K) PLAN
ASHEBORO, NC
Other
INVESTMENT/FINANCIAL ADVI
213$3.4M$11K
IDEAL FASTENER CORPORATION
IDEAL FASTENER CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
OXFORD, NC
Advisor / Consultant
INVESTMENT ADVISOR
137$3.2M$13K
SUN REALTY OF NAGS HEAD, INC.
SUN REALTY OF NAGS HEAD, INC. 401(K) PLAN
KILL DEVIL HILLS, NC
Advisor / Consultant
ADVISOR
284$2.6M$9K
J.P. THOMAS & COMPANY
J.P. THOMAS & COMPANY 401(K) PLAN
ASHEBORO, NC
Other
INVESTMENT/FINANCIAL ADVI
202$2.6M$8K
SUN REALTY OF NAGS HEAD, INC.
SUN REALTY OF NAGS HEAD, INC. 401(K) PLAN
KILL DEVIL HILLS, NC
Advisor / Consultant
ADVISOR
247$2.2M$7K
GORDON ASSET — Form 5500 Service Provider Profile | Form 5500 Search