Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Paychex Retirement LLC Paychex Pooled Employer 401(k) Plan · all filings | ROCHESTER, NY | Advisor / Consultant | 621,703 | $1.8B | $7K | $0 |
| Paychex Retirement LLC Paychex Pooled Employer 401(k) Plan · all filings | ROCHESTER, NY | Advisor / Consultant | 503,539 | $1.1B | $7K | $0 |
| CCC Intelligent Solutions Inc. CCC Intelligent Solutions Inc. 401(k) Retirement Savings & Investment Plan · all filings | CHICAGO, IL | Investment manager | 2,025 | $373.5M | $59K | $0 |
| CCC Intelligent Solutions Inc. CCC Intelligent Solutions Inc. 401(k) Retirement Savings & Investment Plan · all filings | CHICAGO, IL | Investment manager | 2,041 | $328.6M | $59K | $0 |
| CCC Intelligent Solutions Inc. CCC Intelligent Solutions 401(k) Retirement Saving & Investment Plan · all filings | CHICAGO, IL | Investment manager | 2,028 | $273.0M | $74K | $0 |
| The Pepper Companies, Inc. The Pepper Companies, Inc. Retirement and Savings Plan · all filings | BARRINGTON, IL | Investment manager | 689 | $164.7M | $54K | $0 |
| Mdwest One, P.C. Mdwest One, P. C. Profit Sharing Plan · all filings | OMAHA, NE | Investment manager | 204 | $67.2M | $45K | $0 |
| Mdwest One, P.C. Mdwest One, P. C. Profit Sharing Plan · all filings | OMAHA, NE | Investment manager | 204 | $57.2M | $37K | $0 |
| AEP Holdings, Inc. Arrowhead Engineered Products 401(k) Plan · all filings | BLAINE, MN | Investment manager | 1,383 | $53.2M | $73K | $0 |
| The Cypress Companies, Inc. The Cypress Companies, Inc. Retirement and Profit Sharing Plan · all filings | AKRON, OH | Advisor / Consultant | 610 | $52.3M | $75K | $0 |
| RHR International LLP RHR International LLP Savings and Retirement Plan · all filings | CHICAGO, IL | Advisor / Consultant | 150 | $52.0M | $14K | $0 |
| Robertson Heating Supply Company of Ohio Robertson Heating Supply Company 401(k) Profit Sharing Plan · all filings | ALLIANCE, OH | Advisor / Consultant | 379 | $48.4M | $55K | $0 |
| AEP Holdings, Inc. Arrowhead Engineered Products 401(k) Plan · all filings | BLAINE, MN | Investment manager | 1,415 | $47.7M | $56K | $0 |
| Blevins, Inc. Blevins, Inc. Retirement Plan · all filings | NASHVILLE, TN | Advisor / Consultant | 509 | $46.4M | $66K | $0 |
| The Cypress Companies, Inc. The Cypress Companies, Inc. Retirement and Profit Sharing Plan · all filings | AKRON, OH | Advisor / Consultant | 668 | $46.4M | $70K | $0 |
| Mdwest One, P.C. Mdwest One, P. C. Profit Sharing Plan · all filings | OMAHA, NE | Investment manager | 178 | $46.3M | $35K | $0 |
| RHR International LLP RHR International LLP Savings and Retirement Plan · all filings | CHICAGO, IL | Advisor / Consultant | 147 | $45.2M | $11K | $0 |
| Collegis, LLC Collegis LLC 401(k) Plan · all filings | OAK BROOK, IL | Advisor / Consultant | 409 | $44.1M | $56K | $0 |
| Robertson Heating Supply Company of Ohio Robertson Heating Supply Company 401(k) Profit Sharing Plan · all filings | ALLIANCE, OH | Advisor / Consultant | 340 | $43.5M | $51K | $0 |
| The Cypress Companies, Inc. The Cypress Companies, Inc. Retirement and Profit Sharing Plan · all filings | AKRON, OH | Advisor / Consultant | 655 | $41.4M | $70K | $0 |
| Blevins, Inc. Blevins, Inc. Retirement Plan · all filings | NASHVILLE, TN | Advisor / Consultant | 520 | $41.2M | $53K | $0 |
| Victor Envelope Company Victor Envelope Company Salary Reduction 401(k) Plan and Trust · all filings | BENSENVILLE, IL | Advisor / Consultant | 238 | $39.9M | $0 | $59K |
| Victor Envelope Company Victor Envelope Company Salary Reduction 401(k) Plan and Trust · all filings | BENSENVILLE, IL | Advisor / Consultant | 235 | $37.8M | $0 | $50K |
| RHR International LLP RHR International LLP Savings and Retirement Plan · all filings | CHICAGO, IL | Advisor / Consultant | 147 | $37.1M | $12K | $0 |
| Robertson Heating Supply Company of Ohio Robertson Heating Supply Company 401(k) Profit Sharing Plan · all filings | ALLIANCE, OH | Advisor / Consultant | 303 | $35.8M | $50K | $0 |
