Form 5500 Search

GROVE POINT

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
41
Active participants
62,237
Total plan assets
$5.3B
Filings (rows)
42
Direct comp
$964K
Indirect comp
$212K
Aggregating 3 name variants under "GROVE POINT"

SERVICES PROVIDED

Advisor / Consultant30
Other9
Broker3

Top plans served

Showing top 42 of 41 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
WHITE PLAINS, NY
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
35,000$2.2B$16K
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
WHITE PLAINS, NY
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
16,522$2.1B$20K
UNITED FEDERAL CREDIT UNION
UNITED FEDERAL CREDIT UNION 401(K) PLAN
ST. JOSEPH, MI
Advisor / Consultant
INVESTMENT ADVISOR
672$83.9M$39K
UNITED FEDERAL CREDIT UNION
UNITED FEDERAL CREDIT UNION 401(K) PLAN
ST. JOSEPH, MI
Other
NONE
718$74.3M$33K
BROADVIEW FEDERAL CREDIT UNION
CAPITAL COMMUNICATIONS FEDERAL CREDIT UNION RETIREMENT PLAN
ALBANY, NY
Advisor / Consultant
INVESTMENT ADVISORY
427$69.9M$0
UNITED FEDERAL CREDIT UNION
UNITED FEDERAL CREDIT UNION 401(K) PLAN
ST. JOSEPH, MI
Other
NONE
796$65.3M$13K
SEVEN HILLS FOUNDATION, INC.
SEVEN HILLS FOUNDATION RETIREMENT PLAN
WORCESTER, MA
Broker
BROKER
1,155$50.7M$98K
BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC
BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN
RESTON, VA
Advisor / Consultant
INVESTMENT ADVISOR
215$48.2M$60K
ALTO-SHAAM, INC.
THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN
MENOMONEE FALLS, WI
Advisor / Consultant
INVESTMENT ADVISOR
490$48.1M$48K
BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC
BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN
RESTON, VA
Advisor / Consultant
INVESTMENT ADVISOR
256$41.5M$50K
SEVEN HILLS FOUNDATION, INC.
SEVEN HILLS FOUNDATION RETIREMENT PLAN
WORCESTER, MA
Broker
BROKER
1,088$41.0M$70K
MARINE CREDIT UNION
MARINE CREDIT UNION 401(K) PLAN
LA CROSSE, WI
Advisor / Consultant
INVESTMENT ADVISOR
418$37.3M$68K
CENTRIS FEDERAL CREDIT UNION
CENTRIS FEDERAL CREDIT UNION RETIREMENT PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY
56$33.6M$35K
BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC
BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN
RESTON, VA
Advisor / Consultant
INVESTMENT ADVISOR
275$33.3M$50K
MARINE CREDIT UNION
MARINE CREDIT UNION 401(K) PLAN
LA CROSSE, WI
Advisor / Consultant
INVESTMENT ADVISOR
420$32.4M$34K
MARINE CREDIT UNION
MARINE CREDIT UNION 401(K) PLAN
LA CROSSE, WI
Other
NONE
420$32.4M$14K
CENTRIS FEDERAL CREDIT UNION
CENTRIS FEDERAL CREDIT UNION RETIREMENT PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY
59$32.0M$0
MARINE CREDIT UNION
MARINE CREDIT UNION 401(K) PLAN AND TRUST
LA CROSSE, WI
Other
NONE
433$25.9M$51K
COBALT CREDIT UNION
COBALT CREDIT UNION 401(K) PLAN
PAPILLION, NE
Advisor / Consultant
INVESTMENT ADVISOR
262$19.6M$64K
CENTRIS FEDERAL CREDIT UNION
CENTRIS FEDERAL CREDIT UNION 401(K) PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY
288$17.7M$0
CENTRIS FEDERAL CREDIT UNION
CENTRIS FEDERAL CREDIT UNION 401(K) PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY
284$16.3M$0
COBALT CREDIT UNION
COBALT CREDIT UNION 401(K) PLAN
PAPILLION, NE
Advisor / Consultant
INVESTMENT ADVISOR
244$16.2M$29K
SILA SOLUTIONS GROUP
SILA SOLUTIONS GROUP 401(K) PROFIT SHARING PLAN
GREAT FALLS, VA
Broker
BROKER
63$15.4M$0
MCKING CONSULTING CORPORATION
MCKING CONSULTING CORPORATION 401(K) PLAN
FAIRFAX, VA
Other
OTHER SERVICES
54$15.3M$0
TERRAPIN SYSTEMS LLC
TERRAPIN SYSTEMS LLC 401K PLAN
GAITHERSBURG, MD
Advisor / Consultant
BROKER/ADVISOR
18$15.1M$0
ARLINGTON COMMUNITY FEDERAL CREDIT UNION
ARLINGTON COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN
FALLS CHURCH, VA
Advisor / Consultant
ADVISOR
95$14.4M$33K
COBALT CREDIT UNION
COBALT CREDIT UNION 401(K) PLAN
PAPILLION, NE
Advisor / Consultant
INVESTMENT ADVISOR
250$14.2M$9K
MCKING CONSULTING CORPORATION
MCKING CONSULTING CORPORATION 401(K) PLAN
FAIRFAX, VA
Other
OTHER SERVICES
60$12.8M$0
CENTRIS FEDERAL CREDIT UNION
CENTRIS FEDERAL CREDIT UNION 401(K) PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY
273$12.7M$0
ARLINGTON COMMUNITY FEDERAL CREDIT UNION
ARLINGTON COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN
FALLS CHURCH, VA
Advisor / Consultant
ADVISOR
83$12.5M$26K
PENNIAN BANK
PENNIAN BANK 401(K) PLAN
MIFFLINTOWN, PA
Advisor / Consultant
ADVISOR
130$11.3M$17K
MCKING CONSULTING CORPORATION
MCKING CONSULTING CORPORATION 401(K) PLAN
FAIRFAX, VA
Other
OTHER SERVICES
57$10.8M$0
PENNIAN BANK
PENNIAN BANK 401(K) PLAN
MIFFLINTOWN, PA
Advisor / Consultant
ADVISOR
122$10.1M$16K
TAI PING CARPET HOLDINGS, LTD
TAI PING CARPETS 401(K) PLAN
ADAIRSVILLE, GA
Advisor / Consultant
INVESTMENT ADVISOR
78$9.5M$24K
COMMONWEALTH ONE FEDERAL CREDIT UNION
COMMONWEALTH ONE FEDERAL CREDIT UNION 401(K) PLAN
ALEXANDRIA, VA
Advisor / Consultant
INVESTMENT ADVISOR
86$9.5M$9K
ARLINGTON COMMUNITY FEDERAL CREDIT UNION
ARLINGTON COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN
FALLS CHURCH, VA
Advisor / Consultant
INVESTMENT ADVISOR
88$9.1M$16K
PENNIAN BANK
PENNIAN BANK 401(K) PLAN
MIFFLINTOWN, PA
Advisor / Consultant
ADVISOR
127$8.3M$5K
TKO MOTOR SALES INC.
TKO MOTOR SALES 401(K) PLAN
BRUNSWICK, GA
Other
OTHER SERVICES
119$5.3M$0
ATR HOLDING COMPANY INC
ACTION TITLE RESEARCH LLC 401K PLAN
HASBROUCK HEIGHTS, NJ
Advisor / Consultant
INVESTMENT ADVISOR
83$5.1M
INSPECTION EXPERTS, INC.
INSPECTION EXPERTS, INC. 401(K) PLAN
COLUMBIA, MD
Other
OTHER SERVICES
107$3.4M$0
ALL WAYS SAFE, LLC
ALL WAYS SAFE, LLC CASH BALANCE PENSION PLAN
MCDONALD, PA
Advisor / Consultant
INVESTMENT ADVISOR
121$2.9M$8K
ALL WAYS SAFE, LLC
ALL WAYS SAFE, LLC CASH BALANCE PENSION PLAN
MCDONALD, PA
Advisor / Consultant
INVESTMENT ADVISOR
145$2.1M$10K
GROVE POINT — Form 5500 Service Provider Profile | Form 5500 Search