Form 5500 Search

GUIDANCE 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
33
Active participants
17,366
Total plan assets
$1.6B
Filings (rows)
33
Direct comp
$503K
Indirect comp
$0

SERVICES PROVIDED

Other22
Advisor / Consultant11

Top plans served

All 33 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNIVERSITY OF NEW ENGLAND
UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN
BIDDEFORD, ME
Advisor / Consultant
CONSULTANT
1,230$248.8M$16K
UNIVERSITY OF NEW ENGLAND
UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN
BIDDEFORD, ME
Advisor / Consultant
CONSULTANT
1,126$226.9M$40K
UNIVERSITY OF NEW ENGLAND
UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN
BIDDEFORD, ME
Advisor / Consultant
CONSULTANT
1,077$197.5M$11K
IRVING OIL TERMINALS INC.
IRVING USA EMPLOYEES 401K PLAN
PORTSMOUTH, NH
Other
NONE
725$81.0M$32K
IRVING OIL TERMINALS INC.
IRVING USA EMPLOYEES 401K PLAN
PORTSMOUTH, NH
Other
NONE
709$72.2M$24K
IRVING OIL INVESTMENTS CORPORATION
IRVING USA EMPLOYEES 401K PLAN
PORTSMOUTH, NH
Other
NONE
671$61.3M$24K
REDINGTON FAIRVIEW GENERAL HOSPITAL
REDINGTON-FAIRVIEW GENERAL HOSPITAL 403(B) PLAN
SKOWHEGAN, ME
Other
NONE
850$59.8M$18K
REDINGTON FAIRVIEW GENERAL HOSPITAL
REDINGTON-FAIRVIEW GENERAL HOSPITAL 403(B) PLAN
SKOWHEGAN, ME
Other
NONE
810$53.0M$18K
MEDWORKS, INC.
MEDWORKS, INC. RETIREMENT SAVINGS PLAN
SHELBYVILLE, IN
Other
NONE
354$45.2M$9K
REDINGTON FAIRVIEW GENERAL HOSPITAL
REDINGTON-FAIRVIEW GENERAL HOSPITAL 403(B) PLAN
SKOWHEGAN, ME
Other
NONE
808$43.8M$18K
SEVEN HILLS FOUNDATION, INC.
SEVEN HILLS FOUNDATION RETIREMENT PLAN
WORCESTER, MA
Advisor / Consultant
CONSULTANT
1,088$41.0M$19K
SANBORN, HEAD & ASSOCIATES, INC.
SANBORN, HEAD & ASSOCIATES, INC. 401(K) RETIREMENT PLAN
BEDFORD, NH
Advisor / Consultant
INVESTMENT ADVISORY
168$38.8M$29K
MEDWORKS, INC.
MEDWORKS, INC. RETIREMENT SAVINGS PLAN
SHELBYVILLE, IN
Other
NONE
348$38.0M$8K
SANBORN, HEAD & ASSOCIATES, INC.
SANBORN, HEAD & ASSOCIATES, INC. 401(K) RETIREMENT PLAN
BEDFORD, NH
Other
NONE
183$35.6M$21K
MAJOR HOSPITAL
MEDWORKS, INC. RETIREMENT SAVINGS PLAN
SHELBYVILLE, IN
Other
NONE
340$30.5M$8K
SANBORN, HEAD & ASSOCIATES, INC.
SANBORN, HEAD & ASSOCIATES, INC. 401(K) RETIREMENT PLAN
BEDFORD, NH
Other
NONE
179$29.3M$17K
TILSON TECHNOLOGY MANAGEMENT, INC.
TILSON 401(K) PLAN
PORTLAND, ME
Advisor / Consultant
ADVISOR
1,069$26.7M$5K
STRATEGIC RISK SOLUTIONS, INC
STRATEGIC RISK SOLUTIONS INC 401(K) PROFIT SHARING PLAN AND TRUST
CONCORD, MA
Advisor / Consultant
ADVISOR
118$25.7M$7K
O'HARA CORPORATION
O'HARA CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN
ROCKLAND, ME
Other
NONE
363$22.7M$15K
BARTON & ASSOCIATES INC.
BARTON & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TRUST
PEABODY, MA
Advisor / Consultant
INVESTMENT ADVISOR
531$22.4M$16K
O'HARA CORPORATION
O'HARA CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN
ROCKLAND, ME
Other
NONE
321$19.5M$15K
BARTON & ASSOCIATES INC.
BARTON & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TRUST
PEABODY, MA
Advisor / Consultant
INVESTMENT ADVISOR
557$19.4M$16K
TILSON TECHNOLOGY MANAGEMENT, INC.
TILSON 401(K) PLAN
PORTLAND, ME
Advisor / Consultant
ADVISOR
824$17.7M$5K
O'HARA CORPORATION
O'HARA CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN
ROCKLAND, ME
Other
NONE
328$17.6M$15K
WHITE HOUSE MOTEL
WHITE HOUSE MOTEL PROFIT SHARING PLAN
BANGOR, ME
Other
NONE
509$15.7M$10K
WILLIAM T. GARDNER, INC.
WILLIAM T. GARDNER, INC. PROFIT SHARING PLAN
LINCOLN, ME
Other
NONE
97$15.3M$7K
BARTON & ASSOCIATES INC.
BARTON & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TRUST
PEABODY, MA
Advisor / Consultant
INVESTMENT ADVISOR
415$15.2M$16K
WILLIAM T. GARDNER, INC.
WILLIAM T. GARDNER, INC. PROFIT SHARING PLAN
LINCOLN, ME
Other
NONE
108$13.7M$7K
WILLIAM T. GARDNER, INC.
WILLIAM T. GARDNER, INC. PROFIT SHARING PLAN
LINCOLN, ME
Other
NONE
109$12.5M$7K
WHITE HOUSE MOTEL
WHITE HOUSE MOTEL PROFIT SHARING PLAN
BANGOR, ME
Other
NONE
450$12.4M$10K
WHITE HOUSE MOTEL
WHITE HOUSE MOTEL PROFIT SHARING PLAN
BANGOR, ME
Other
NONE
361$9.9M$10K
HARBOR HOMES, INC.
HARBOR HOMES, INC. 401(K) PLAN
NASHUA, NH
Other
ADVISER
244$9.4M$18K
HARBOR HOMES, INC.
HARBOR HOMES, INC. 401(K) PLAN
NASHUA, NH
Other
ADVISER
296$8.1M$15K
GUIDANCE POINT — Form 5500 Service Provider Profile | Form 5500 Search