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 | $12K | $0 |
| Paychex Retirement LLC Paychex Pooled Employer 401(k) Plan · all filings | ROCHESTER, NY | Advisor / Consultant | 503,539 | $1.1B | $6K | $0 |
| Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings | DRAPER, UT | Other service providers | — | $649.1M | $577K | $0 |
| Pepperdine University Pepperdine University Retirement Plan · all filings | MALIBU, CA | Broker | 2,003 | $633.5M | $20K | $0 |
| Pepperdine University Pepperdine University Retirement Plan · all filings | MALIBU, CA | Broker | 1,865 | $576.0M | $12K | $0 |
| Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings | DRAPER, UT | Advisor / Consultant | — | $554.2M | $432K | $0 |
| Pepperdine University Pepperdine University Retirement Plan · all filings | MALIBU, CA | Advisor / Consultant | 1,773 | $509.2M | $8K | $0 |
| Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings | DRAPER, UT | Advisor / Consultant | — | $446.2M | $400K | $0 |
| MOD Super Fast Pizza, LLC Retirement Income Security Plan-MOD Pizza · all filings | BELLEVUE, WA | Other service providers | 2,349 | $12.7M | $75K | $0 |
| Mathnasium LLC Mathnasium LLC 401(k) Profit Sharing Plan & Trust · all filings | LOS ANGELES, CA | Other service providers | 129 | $12.1M | $45K | $0 |
| MOD Super Fast Pizza, LLC Retirement Income Security Plan-MOD Pizza · all filings | BELLEVUE, WA | Other service providers | 2,563 | $12.0M | $63K | $0 |
| Mathnasium LLC Mathnasium LLC 401(k) Profit Sharing Plan & Trust · all filings | LOS ANGELES, CA | Other service providers | 112 | $10.3M | $35K | $0 |
| MOD Super Fast Pizza, LLC Retirement Income Security Plan-MOD Pizza · all filings | BELLEVUE, WA | Other service providers | 2,800 | $9.2M | $56K | $0 |
| Mathnasium LLC Mathnasium LLC 401(k) Profit Sharing Plan &Trust · all filings | LOS ANGELES, CA | Other service providers | 140 | $7.9M | $32K | $0 |
| Behrens and Associates Inc. Behrens and Associates Inc. 401(k) Profit Sharing Plan & Trust · all filings | EL SEGUNDO, CA | Advisor / Consultant | 112 | $7.8M | $32K | $0 |
| Goldco Direct LLC Goldco Direct LLC 401(k) Profit Sharing Plan & Trust · all filings | CALABASAS, CA | Advisor / Consultant | 171 | $6.6M | $44K | $0 |
| Laritech, Inc. Retirement Income Security Plan-Laritech, Inc. · all filings | MOORPARK, CA | Other service providers | 128 | $6.1M | $54K | $0 |
| Laritech, Inc. Retirement Income Security Plan-Laritech, Inc. · all filings | MOORPARK, CA | Advisor / Consultant | 133 | $4.8M | $39K | $0 |
| Trimlite, LLC Retirement Income Security Plan-Trimlite, LLC · all filings | RENTON, WA | Other service providers | 156 | $4.6M | $23K | $0 |
| Goldco Direct LLC Goldco Direct LLC 401(k) Profit Sharing Plan & Trust · all filings | CALABASAS, CA | Advisor / Consultant | 155 | $4.1M | $33K | $0 |
| Laritech Inc. Laritech Inc. 401(k) Profit Sharing Plan & Trust · all filings | MOORPARK, CA | Advisor / Consultant | 117 | $3.6M | $37K | $0 |
| Business Talent Group LLC Business Talent Group LLC 401(k) Profit Sharing Plan & Trust · all filings | PACIFIC PALISADES, CA | Advisor / Consultant | 160 | $3.4M | $33K | $0 |
| Farwest Sports Inc. Retirement Income Security Plan-Farwest Sports Inc. · all filings | FIFE, WA | Other service providers | 123 | $3.3M | $25K | $0 |
| Business Talent Group LLC Business Talent Group LLC 401(k) Profit Sharing Plan & Trust · all filings | CHICAGO, IL | Advisor / Consultant | 41 | $3.1M | $31K | $0 |
| Sakuma Bros. Holding Co., Inc. Retirement Income Security Plan-Sakuma Bros. Holding Co, Inc. · all filings | BURLINGTON, WA | Other service providers | 304 | $3.0M | $19K | $0 |
