Form 5500 Search

IRON-CO-FID-FLEXIBLE ADV FOUNDATION

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
12
Active participants
9,284
Total plan assets
$22.7M
Filings (rows)
12
Direct comp
$8K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant7
Recordkeeper3
Other2

Top plans served

All 12 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TIFF'S TREATS GP, LLC
TIFF'S TREATS GP, LLC 401(K) PLAN
AUSTIN, TX
Other
NONE
1,191$5.1M$2K
BARNESVILLE HOSPITAL ASSOCIATION, INC.
BARNESVILLE HOSPITAL ASSOCIATION, INC. VOLUNTARY TAX DEFERRED ANNUITY PLAN
BARNESVILLE, OH
Advisor / Consultant
INVESTMENT ADVISOR
198$3.7M$1K
HOMECENTRIS HEALTHCARE, LLC
HOMECENTRIS HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN AND TRUST
OWINGS MILLS, MD
Advisor / Consultant
INVESTMENT ADVISORY
1,036$3.2M$1K
SENIOR LIVING CHOICES OF VIRGINIA, INC.
SENIOR LIVING CHOICES OF VIRGINIA, INC. 403(B) PLAN
MIDLOTHIAN, VA
Advisor / Consultant
ADVISOR
262$2.7M$804
HOMECENTRIS HEALTHCARE, LLC
HOMECENTRIS HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN AND TRUST
OWINGS MILLS, MD
Advisor / Consultant
INVESTMENT ADVISORY
1,155$2.6M$1K
C. ROSS MANAGEMENT, LLC
C. ROSS MANAGEMENT 401(K) AND PROFIT SHARING PLAN
BOLINGBRAKE, GA
Advisor / Consultant
INVESTMENT ADVISOR
800$2.3M$844
C. ROSS MANAGEMENT, LLC
C. ROSS MANAGEMENT 401(K) AND PROFIT SHARING PLAN
BOLINGBRAKE, GA
Advisor / Consultant
INVESTMENT ADVISOR
700$1.8M$697
DRAKE ENTERPRISES, INC.
DRAKE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CLINTON TOWNSHIP, MI
Other
N/A
108$649K$231
KAIZEN DINING GROUP, INC.
KAIZEN DINING 401(K) PLAN & TRUST
ALHAMBRA, CA
Recordkeeper
RECORDKEEPER
688$330K$120
KAIZEN DINING GROUP, INC.
KAIZEN DINING 401(K) PLAN & TRUST
ALHAMBRA, CA
Recordkeeper
RECORDKEEPER
974$245K$67
KAIZEN DINING GROUP, INC.
KAIZEN DINING 401(K) PLAN & TRUST
ALHAMBRA, CA
Recordkeeper
RECORDKEEPER
2,172$136K$23
BARNESVILLE HOSPITAL ASSOCIATION, INC.
BARNESVILLE HOSPITAL ASSOCIATION, INC. VOLUNTARY TAX DEFERRED ANNUITY PLAN
BARNESVILLE, OH
Advisor / Consultant
INVESTMENT ADVISOR
0$0$0
IRON-CO-FID-FLEXIBLE ADV FOUNDATION — Form 5500 Service Provider Profile | Form 5500 Search