INDEPENDENT ADVISOR
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
50
Active participants
43,482
Total plan assets
$9.6B
Filings (rows)
50
Direct comp
$1.6M
Indirect comp
$26K
Aggregating 3 name variants under "INDEPENDENT ADVISOR"
SERVICES PROVIDED
Advisor / Consultant34
Other16
Top plans served
All 50 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NETJETS AVIATION, INC. NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 4,042 | $2.5B | $280K |
| NETJETS AVIATION, INC. NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 3,522 | $2.1B | $236K |
| NETJETS AVIATION, INC. NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 3,128 | $1.7B | $163K |
| STV GROUP, INC. STV RETIREMENT PLAN | DOUGLASSVILLE, PA | Other NONE | 3,360 | $929.6M | $13K |
| STV GROUP, INC. STV RETIREMENT PLAN | DOUGLASSVILLE, PA | Other NONE | 2,890 | $778.4M | $13K |
| AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISORY | 2,604 | $170.7M | $9K |
| AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISORY | 2,754 | $153.6M | $5K |
| AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISORY | 4,749 | $127.4M | $8K |
| SOUTHEASTERN CONTAINER, INC. SOUTHEASTERN CONTAINER, INC. RETIREMENT SAVINGS PLAN | CANDLER, NC | Other NONE | 445 | $82.6M | $90K |
| SOUTHEASTERN CONTAINER, INC. SOUTHEASTERN CONTAINER, INC. RETIREMENT SAVINGS PLAN | ENKA, NC | Other NONE | 458 | $74.3M | $33K |
| QUALITY OIL COMPANY, LLC QUALITY OIL COMPANY 401(K) AND PROFIT SHARING PLAN | WINSTON-SALEM, NC | Advisor / Consultant INVESTMENT ADVISORY | 1,199 | $70.3M | $15K |
| SOUTHEASTERN CONTAINER, INC. SOUTHEASTERN CONTAINER, INC. RETIREMENT SAVINGS PLAN | ENKA, NC | Other NONE | 473 | $65.2M | $48K |
| QUALITY OIL COMPANY, LLC QUALITY OIL COMPANY 401(K) AND PROFIT SHARING PLAN | WINSTON-SALEM, NC | Advisor / Consultant INVESTMENT ADVISORY | 1,175 | $61.9M | $15K |
| CHATHAM SERVICE BUREAU, INC. BRADLEY/DIXIE COMPANIES RETIREMENT PLAN | SAVANNAH, GA | Advisor / Consultant CONSULTANT | 369 | $57.3M | $42K |
| QUALITY OIL COMPANY, LLC QUALITY OIL COMPANY 401(K) AND PROFIT SHARING PLAN | WINSTON-SALEM, NC | Advisor / Consultant INVESTMENT ADVISORY | 1,200 | $53.0M | $15K |
| CAROLINA BIOLOGICAL SUPPLY COMPANY CAROLINA BIOLOGICAL SUPPLY COMPANY SAVINGS AND PROFIT SHARING RETIREMENT | BURLINGTON, NC | Advisor / Consultant CONSULTANT | 477 | $53.0M | $41K |
| CHATHAM SERVICE BUREAU, INC. BRADLEY/DIXIE COMPANIES RETIREMENT PLAN | SAVANNAH, GA | Other 35631 | 358 | $51.4M | $33K |
| WIKOFF COLOR CORPORATION WIKOFF COLOR CORPORATION 401(K) PROFIT SHARING PLAN | FORT MILL, SC | Advisor / Consultant INVESTMENT ADVISORY | 407 | $47.3M | $15K |
| WIKOFF COLOR CORPORATION WIKOFF COLOR CORPORATION 401(K) PROFIT SHARING PLAN | FORT MILL, SC | Advisor / Consultant INVESTMENT ADVISORY | 388 | $45.9M | $15K |
| CAROLINA BIOLOGICAL SUPPLY COMPANY CAROLINA BIOLOGICAL SUPPLY COMPANY SAVINGS AND PROFIT SHARING RETIREMENT | BURLINGTON, NC | Advisor / Consultant INVESTMENT ADVISORY | 465 | $44.9M | $15K |
| WIKOFF COLOR CORPORATION WIKOFF COLOR CORPORATION 401(K) PROFIT SHARING PLAN | FORT MILL, SC | Advisor / Consultant INVESTMENT ADVISORY | 363 | $43.0M | $15K |
| CAROLINA BIOLOGICAL SUPPLY COMPANY CAROLINA BIOLOGICAL SUPPLY COMPANY SAVINGS AND PROFIT SHARING RETIREMENT | BURLINGTON, NC | Advisor / Consultant INVESTMENT ADVISORY | 455 | $38.9M | $9K |
| EMS-CHEMIE (NORTH AMERICA) INC EMS-CHEMIE (NORTH AMERICA) INC. RETIREMENT PLAN | SUMTER, SC | Advisor / Consultant CONSULTANT | 142 | $24.2M | $14K |
| EMS-CHEMIE (NORTH AMERICA) INC EMS-CHEMIE (NORTH AMERICA) INC. RETIREMENT PLAN | SUMTER, SC | Advisor / Consultant INVESTMENT ADVISORY | 126 | $21.7M | $10K |
| ASSOCIATED UROLOGISTS OF NORTH CAROLINA, P.A. ASSOCIATED UROLOGISTS OF NORTH CAROLINA, P.A. EMPLOYEES 401(K) PROFIT SHARING PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 106 | $21.4M | $12K |
| MAPCO EXPRESS, INC. MAPCO 401(K) PLAN | FRANKLIN, TN | Advisor / Consultant INVESTMENT ADVISORY | 1,329 | $21.2M | $9K |
| STEVENS AEROSPACE AND DEFENSE SYSTEMS, LLC STEVENS AEROSPACE AND DEFENSE SYSTEMS LLC 401(K) SAVINGS AND RETIREMENT PLAN | CONESTEE, SC | Advisor / Consultant INVESTMENT ADVISORY | 298 | $20.0M | $9K |
| MAPCO EXPRESS, INC. MAPCO 401(K) PLAN | FRANKLIN, TN | Advisor / Consultant INVESTMENT ADVISORY | 2,957 | $19.4M | $8K |
| AMPRO COMPUTER, INC. AMPRO ADLINK 401(K) PROFIT SHARING PLAN | SAN JOSE, CA | Other INVESTMENT/FINANCIAL ADVI | 90 | $18.8M | $42K |
| EMS-CHEMIE (NORTH AMERICA) INC EMS-CHEMIE (NORTH AMERICA) INC. RETIREMENT PLAN | SUMTER, SC | Advisor / Consultant INVESTMENT ADVISORY | 104 | $18.7M | $10K |
| STEVENS AEROSPACE AND DEFENSE SYSTEMS, LLC STEVENS AEROSPACE & DEF 401(K) SAVINGS AND RETIREMENT PLAN | CONESTEE, SC | Advisor / Consultant INVESTMENT ADVISORY | 301 | $18.5M | $8K |
| THE SPRINGS COMPANY THE SPRINGS COMPANY 401(K) SAVINGS AND RETIREMENT PLAN | FORT MILL, SC | Advisor / Consultant INVESTMENT ADVISORY | 93 | $17.9M | $8K |
| AMPRO COMPUTER, INC. AMPRO ADLINK 401(K) PROFIT SHARING PLAN | SAN JOSE, CA | Other INVESTMENT/FINANCIAL ADVI | 96 | $16.4M | $37K |
| STEVENS AEROSPACE AND DEFENSE SYSTEMS, LLC STEVENS AEROSPACE AND DEFENSE SYSTEMS LLC 401(K) SAVINGS AND RETIREMENT PLAN | CONESTEE, SC | Advisor / Consultant INVESTMENT ADVISORY | 286 | $16.1M | $8K |
| THE SPRINGS COMPANY THE SPRINGS COMPANY 401(K) SAVINGS AND RETIREMENT PLAN | FORT MILL, SC | Advisor / Consultant INVESTMENT ADVISORY | 85 | $15.2M | $7K |
| AMPRO COMPUTER, INC. AMPRO ADLINK 401(K) PROFIT SHARING PLAN | SAN JOSE, CA | Other INVESTMENT/FINANCIAL ADVI | 82 | $13.6M | $39K |
| BIG BEND HOSPICE, INC. BIG BEND HOSPICE RETIREMENT PLAN | TALLAHASSEE, FL | Advisor / Consultant INVESTMENT ADVISOR | 228 | $11.6M | $29K |
| BIG BEND HOSPICE, INC. BIG BEND HOSPICE RETIREMENT PLAN | TALLAHASSEE, FL | Advisor / Consultant INVESTMENT ADVISOR | 352 | $10.8M | $37K |
| BIG BEND HOSPICE, INC. BIG BEND HOSPICE RETIREMENT PLAN | TALLAHASSEE, FL | Advisor / Consultant INVESTMENT ADVISOR | 265 | $8.7M | $35K |
| WISCONSIN COIL SPRING LLC. WISCONSIN COIL SPRING LLC 401(K) PROFIT SHARING PLAN | MUSKEGO, WI | Advisor / Consultant ADVISOR | 92 | $6.9M | $34K |
| COYNE STAFFING LLC COYNE STAFFING LLC 401(K) PLAN | MOUNT PLEASANT, MI | Other INVESTMENT/FINANCIAL ADVI | 146 | $6.6M | $24K |
| WISCONSIN COIL SPRING LLC. WISCONSIN COIL SPRING LLC 401(K) PROFIT SHARING PLAN | MUSKEGO, WI | Advisor / Consultant ADVISOR | 95 | $6.5M | $31K |
| WISCONSIN COIL SPRING LLC. WISCONSIN COIL SPRING LLC 401(K) PROFIT SHARING PLAN | MUSKEGO, WI | Advisor / Consultant ADVISOR | 101 | $6.2M | $35K |
| PREMIER RESOURCES, LLC PREMIER RESOURCES, LLC 401(K) PLAN | MT. PLEASANT, MI | Advisor / Consultant ADVISOR | 315 | $4.8M | $6K |
| PREMIER RESOURCES, LLC PREMIER RESOURCES, LLC 401(K) PLAN | MT. PLEASANT, MI | Advisor / Consultant ADVISOR | 290 | $4.0M | $15K |
| PATLIVE, INC. PATLIVE, INC. RETIREMENT SAVINGS PLAN | TALLAHASSEE, FL | Advisor / Consultant INVESTMENT ADVISORY PLAN | 198 | $2.5M | $13K |
| ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC. ASSOCIATED GENERAL CONTRACTORS OF AMERICA,SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND | SAN DIEGO, CA | Other N/A | — | $1.7M | $5K |
| ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC. ASSOCIATED GENERAL CONTRACTORS OF AMERICA,SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND | SAN DIEGO, CA | Other N/A | — | $1.4M | $10K |
| ASSOCIATED UROLOGISTS OF NORTH CAROLINA, P.A. ASSOCIATED UROLOGISTS OF NORTH CAROLINA, P.A. EMPLOYEES 401(K) PROFIT SHARING PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $7K |
| CREATIVE IMAGING GROUP, INC. CREATIVE IMAGING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SCARBOROUGH, ME | Other N/A | 24 | — | $0 |