Form 5500 Search

HEFREN-TILLOTSON

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
19
Active participants
4,639
Total plan assets
$427.1M
Filings (rows)
19
Direct comp
$646K
Indirect comp
$42K

SERVICES PROVIDED

Advisor / Consultant15
Broker3
Other1

Top plans served

All 19 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HUNTER SERVICES, INC.
HUNTER SERVICES, INC. RETIREMENT SAVINGS PLAN
BUTLER, PA
Advisor / Consultant
INVESTMENT ADVISOR
808$71.9M$87K
PREFERRED PRIMARY CARE PHYSICIANS, INC.
PREFERRED PRIMARY CARE PHYSICIANS, INC. 401K PROFIT SHARING PLAN
CANONSBURG, PA
Advisor / Consultant
ADVISOR
332$63.6M$120K
PIETRAGALLO GORDON ALFANO BOSICK & RASPANTI
PIETRAGALLO GORDON ALFANO BOSICK & RASPANTI, LLP SALARY REDUCTION PROFIT SHARING PLAN
PITTSBURGH, PA
Other
INVESTMENT AD VISOR
98$40.6M$45K
THE WEBB LAW FIRM
THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST
PITTSBURGH, PA
Advisor / Consultant
INVESTMENT ADVISOR
123$36.8M$76K
CLEAVELAND/PRICE, INC.
CLEAVELAND/PRICE, INC. 401K PLAN
TRAFFORD, PA
Advisor / Consultant
INVESTMENT ADVISOR
250$31.7M$11K
LEONARD S. FIORE, INC.
LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN
ALTOONA, PA
Advisor / Consultant
INVESTMENT ADVISOR
232$23.0M$58K
INTERVALA, LLC
INTERVALA, LLC 401(K) RETIREMENT PLAN
MT. PLEASANT, PA
Advisor / Consultant
INVESTMENT ADVISOR
380$22.2M$0
LEONARD S. FIORE, INC.
LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN
ALTOONA, PA
Advisor / Consultant
INVESTMENT ADVISOR
202$20.8M$2K
INTERVALA, LLC
INTERVALA, LLC 401(K) RETIREMENT PLAN
MT. PLEASANT, PA
Advisor / Consultant
INVESTMENT ADVISOR
433$19.5M
THERMO-TWIN INDUSTRIES, INC.
THERMO-TWIN INDUSTRIES, INC. KSOP
OAKMONT, PA
Advisor / Consultant
INVESTMENT ADVISORY
72$15.4M$0
INTERVALA, LLC
INTERVALA, LLC 401(K) RETIREMENT PLAN
MT. PLEASANT, PA
Advisor / Consultant
INVESTMENT ADVISOR
327$15.3M$44K
LENNON, SMITH, SOULERET ENGINEERING, INC.
LENNON, SMITH, SOULERET ENGINEERING, INC. 401(K) PLAN
CORAOPOLIS, PA
Advisor / Consultant
ADVISOR
131$12.7M$29K
GRAY MATTER SYSTEMS, LLC
GRAY MATTER SYSTEMS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
WARRENDALE, PA
Advisor / Consultant
INVESTMENT ADVISOR
153$12.3M$23K
RENEWAL INC.
RENEWAL, INC. MONEY PURCHASE PENSION PLAN
PITTSBURGH, PA
Broker
BROKER
110$9.9M$49K
RENEWAL INC.
RENEWAL, INC. MONEY PURCHASE PENSION PLAN
PITTSBURGH, PA
Broker
BROKER
113$8.6M$42K
GREATER PITTSBURGH COMMUNITY FOOD BANK
GPCFB 403(B) RETIREMENT PLAN
DUQUESNE, PA
Advisor / Consultant
INVESTMENT ADVISOR
143$7.9M$9K
FRANJO CONSTRUCTION CORPORATION
FRANJO CONSTRUCTION RETIREMENT PLAN
HOMESTEAD, PA
Advisor / Consultant
INVESTMENT ADVISOR
110$7.6M$27K
UNITED PLATE GLASS COMPANY, INC.
UNITED PLATE GLASS COMPANY, INC. 401(K) PROFIT SHARING PLAN
BUTLER, PA
Advisor / Consultant
INVESTMENT ADVISOR
187$6.3M$24K
VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES
VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES 403(B) PLAN
MT. PLEASANT, PA
Broker
BROKER/ADVISO R
435$1.0M