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 |
|---|---|---|---|---|---|---|
| Halrec, Inc. DBA Stevens Creek Toyota AMC 401(k) Plan · all filings | SAN JOSE, CA | Advisor / Consultant | 729 | $30.8M | $64K | $0 |
| Halrec, Inc. DBA Stevens Creek Toyota AMC 401(k) Plan · all filings | SAN JOSE, CA | Advisor / Consultant | 748 | $26.3M | $60K | $0 |
| Thomas Kinsey LLP Thomas Kinsey LLP 401(k) Profit Sharing Plan · all filings | ORANGE, CA | Investment manager | 54 | $25.9M | $3K | $0 |
| Stander Reubens Thomas & Kinsey, a Professional Corporation Stander Ruebens Thomas & Kinsey, a Professional Corporation 401(k) Profit Sharing Plan · all filings | ORANGE, CA | Investment manager | 71 | $25.2M | $32K | $0 |
| Venables Bell & Partners LLC Venables Bell & Partners LLC 401(k) Profit Sharing Plan · all filings | SAN FRANCISCO, CA | Advisor / Consultant | 45 | $22.5M | $55K | $0 |
| Venables Bell & Partners LLC Venables Bell & Partners LLC 401(k) Profit Sharing Plan · all filings | SAN FRANCISCO, CA | Advisor / Consultant | 53 | $20.9M | $50K | $0 |
| Venables Bell & Partners LLC Venables Bell & Partners LLC 401(k) Profit Sharing Plan · all filings | SAN FRANCISCO, CA | Advisor / Consultant | 108 | $19.0M | $48K | $0 |
| California Institute of Integral Studies California Institute of Integral Studies Retirement Plan · all filings | SAN FRANCISCO, CA | Advisor / Consultant | 264 | $15.2M | $40K | $0 |
| Hamcor, Inc. DBA Dublin Toyota Hamcor, Inc. 401(k) Plan · all filings | DUBLIN, CA | Advisor / Consultant | 228 | $11.8M | $27K | $0 |
| Bender Rosenthal, Inc. Bender Rosenthal, Inc. 401(k) Profit Sharing Plan · all filings | SACRAMENTO, CA | Advisor / Consultant | 42 | $9.9M | $25K | $0 |
| Sunset Chevrolet, Inc. Sunset Chevrolet 401(k) Retirement Plan · all filings | SUMNER, WA | Advisor / Consultant | 153 | $6.2M | $3K | $0 |
| Star Buick GMC Inc. Star Buick GMC Inc. 401(k) Profit Sharing Plan and Trust · all filings | EASTON, PA | Investment manager | 107 | $3.4M | $16K | $0 |
| Richmond Area Multi-Services, Inc. Richmond Area Multi-Services, Inc. 401(k) Profit Sharing Plan & Trust · all filings | SAN FRANCISCO, CA | Advisor / Consultant | 411 | $3.4M | $12K | $0 |
| Los Angeles CDJR Los Angeles CDJR 401(k) Retirement Plan · all filings | LOS ANGELES, CA | Investment manager | 246 | $3.3M | $11K | $0 |
| Becoming Independent Becoming Independent 403(b) Retirement Plan · all filings | SANTA ROSA, CA | Advisor / Consultant | 155 | $2.1M | $3K | $0 |
| Cattlemens, a California Corporation Cattlemens 401(k) Plan · all filings | ROHNERT PARK, CA | Advisor / Consultant | 278 | $1.5M | $2K | $0 |
| Spreen, Inc. DBA Spreen Honda Spreen Automotive 401(k) Retirement Savings Plan · all filings | LOMA LINDA, CA | Advisor / Consultant | 186 | $620K | $2K | $0 |
