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 / Plan | Location | Service | Participants | Assets | Direct 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 |
