Form 5500 Search

INVST

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
30
Active participants
16,626
Total plan assets
$2.5B
Filings (rows)
31
Direct comp
$1.5M
Indirect comp
$0

SERVICES PROVIDED

Other29
Advisor / Consultant2

Top plans served

Showing top 31 of 30 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BARNES & THORNBURG LLP
BARNES & THORNBURG LLP PROFIT SHARING PLAN
INDIANAPOLIS, IN
Other
NONE
1,515$753.5M$70K
BARNES & THORNBURG LLP
BARNES & THORNBURG LLP PROFIT SHARING PLAN
INDIANAPOLIS, IN
Other
NONE
1,455$658.0M$69K
BARNES & THORNBURG LLP
BARNES & THORNBURG LLP PROFIT SHARING PLAN
INDIANAPOLIS, IN
Other
NONE
1,321$532.1M$70K
ROUND ROOM HOLDINGS, INC.
ROUND ROOM HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
FISHERS, IN
Other
NONE
1,421$51.3M$115K
ROUND ROOM HOLDINGS, INC.
ROUND ROOM HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
FISHERS, IN
Other
NONE
1,382$41.7M$86K
CUSTOMIZED ENERGY SOLUTIONS, LTD.
CUSTOMIZED ENERGY SOLUTIONS, LTD 401(K) PLAN
PHILADELPHIA, PA
Other
NONE
162$40.6M$75K
CUSTOMIZED ENERGY SOLUTIONS, LTD.
CUSTOMIZED ENERGY SOLUTIONS, LTD 401(K) PLAN
PHILADELPHIA, PA
Other
NONE
164$35.0M$63K
ROUND ROOM HOLDINGS, INC.
ROUND ROOM HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
FISHERS, IN
Other
NONE
1,327$30.9M$76K
CUSTOMIZED ENERGY SOLUTIONS, LTD.
CUSTOMIZED ENERGY SOLUTIONS, LTD 401K PLAN
PHILADELPHIA, PA
Other
NONE
161$29.5M$61K
BETTER HEALTH GROUP SERVICES, INC.
BETTER HEALTH RETIREMENT PLAN
TAMPA, FL
Other
NONE
1,005$29.4M$41K
FULLSTACK, INC.
FULLSTACK INC. 401(K) PLAN
INDIANAPOLIS, PA
Other
NONE
823$27.6M$91K
AMERICAN LEGION NATIONAL HEADQUARTERS
THE AMERICAN LEGION EMPLOYEES SALARY SAVINGS PLAN
INDIANAPOLIS, GA
Other
NONE
213$20.9M$48K
BETTER HEALTH GROUP SERVICES, INC.
BETTER HEALTH RETIREMENT PLAN
TAMPA, FL
Other
NONE
1,034$20.5M$18K
FULLSTACK, INC.
FULLSTACK INC. 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE
617$19.7M$64K
AMERICAN LEGION NATIONAL HEADQUARTERS
THE AMERICAN LEGION EMPLOYEES SALARY SAVINGS PLAN
INDIANAPOLIS, IN
Other
NONE
190$17.9M$41K
AMERICAN LEGION NATIONAL HEADQUARTERS
THE AMERICAN LEGION EMPLOYEES' SALARY SAVINGS PLAN
INDIANAPOLIS, IN
Other
NONE
205$15.2M$43K
FULLSTACK, INC.
FULLSTACK INC. 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE
490$13.6M$50K
DGPERRY, PLLC
DGPERRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST
CANFIELD, IN
Other
NONE
129$13.1M$43K
APTURA GROUP, INC.
APTURA GROUP INC., 401(K) PLAN
INDIANAPOLIS, OK
Other
NONE
354$12.9M$40K
AMERICAN COLLEGE OF EDUCATION, INC.
AMERICAN COLLEGE OF EDUCATION 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE
326$12.6M$62K
BODINE PERRY, LLC
BODINE PERRY, LLC 401(K) PROFIT SHARING PLAN AND TRUST
CANFIELD, OH
Other
NONE
195$11.5M$35K
APTURA GROUP, INC.
APTURA GROUP INC., 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE
299$10.4M$32K
AMERICAN COLLEGE OF EDUCATION, INC.
AMERICAN COLLEGE OF EDUCATION 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE
303$9.8M$43K
BODINE PERRY, LLC
BODINE PERRY, LLC 401(K) PROFIT SHARING PLAN AND TRUST
CANFIELD, OH
Other
NONE
196$9.1M$32K
APTURA GROUP, INC.
APTURA GROUP INC., 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE
274$8.5M$21K
KINETIC ADVANTAGE, LLC
KINETIC ADVANTAGE 401(K) PLAN
CARMEL, IN
Advisor / Consultant
ADVISORY
199$7.4M$39K
AMERICAN COLLEGE OF EDUCATION, INC.
AMERICAN COLLEGE OF EDUCATION 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE
290$6.8M$24K
AMERICAN COLLEGE OF EDUCATION, INC.
AMERICAN COLLEGE OF EDUCATION 401(K) PLAN
INDIANAPOLIS, IN
Advisor / Consultant
INVESTMENT MANAGER
290$6.8M$11K
SMART IT STAFFING, INC.
ONEBRIDGE 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE
103$6.6M$29K
KINETIC ADVANTAGE, LLC
KINETIC ADVANTAGE 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE
223$5.5M$21K
KINETIC ADVANTAGE, LLC
KINETIC ADVANTAGE 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE
250$3.4M$13K