Form 5500 Search

LAWLEY RETIREMENT ADVISORS

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
82
Active participants
33,193
Total plan assets
$1.9B
Filings (rows)
82
Direct comp
$1.5M
Indirect comp
$131K

SERVICES PROVIDED

Advisor / Consultant65
Other14
Broker3

Top plans served

All 82 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GENERAL PHYSICIAN, P.C.
GENERAL PHYSICIAN, P.C. 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISOR
1,301$69.1M$20K
THE MCGUIRE GROUP
THE MCGUIRE GROUP 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
CONSULTANT
3,257$58.3M$35K
GENERAL PHYSICIAN, P.C.
GENERAL PHYSICIAN, P.C. 401(K) PLAN
BUFFALO, NY
Other
NONE
1,238$56.9M$20K
IMA LIFE NORTH AMERICA, INC.
IMA LIFE NORTH AMERICA, INC. 401(K) RETIREMENT PLAN
TONAWANDA, NY
Advisor / Consultant
INVESTMENT ADVISORY
177$54.7M$40K
DENT NEUROLOGIC GROUP
DENT NEUROLOGIC GROUP 401(K) PLAN
AMHERST, NY
Advisor / Consultant
ADVISOR
517$52.2M$25K
THE MCGUIRE GROUP
THE MCGUIRE GROUP 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
CONSULTANT
3,417$51.9M$35K
BASIL MANAGEMENT GROUP LLC
BASIL FAMILY DEALERSHIPS 401K PLAN
ORCHARD PARK, NY
Advisor / Consultant
INVESTMENT ADVISOR
532$51.3M$35K
GREAT LAKES PHYSICIANS, P.C.
GREAT LAKES PHYSICIANS, P.C. 401(K) PLAN
CHEEKTOWAGA, NY
Advisor / Consultant
ADVISOR
169$47.9M$17K
THE MCGUIRE GROUP
THE MCGUIRE GROUP 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
CONSULTANT
3,804$45.7M$28K
DENT NEUROLOGIC GROUP
DENT NEUROLOGIC GROUP 401(K) PLAN
AMHERST, NY
Advisor / Consultant
ADVISOR
457$44.6M$25K
GREAT LAKES PHYSICIAN, P.C.
GREAT LAKES PHYSICIAN, P.C. 401(K) PLAN
CHEEKTOWAGA, NY
Other
NONE
170$43.0M$16K
PALMER FISH COMPANY, INC.
G&C FOODS/PALMER FOOD SERVICE - 401(K) RETIREMENT PLAN
ROCHESTER, NY
Advisor / Consultant
ADVISOR
868$40.9M$35K
GENERAL PHYSICIAN, P.C.
GENERAL PHYSICIAN, P. C. 401(K) PLAN
BUFFALO, NY
Other
NONE
1,152$40.4M$20K
UNILOCK CHICAGO, INC.
UNILOCK RETIREMENT PLAN AND TRUST (CHICAGO)
AURORA, IL
Advisor / Consultant
INVESTMENT ADVISORY
192$38.7M$19K
PALMER FISH COMPANY, INC.
G&C FOODS/PALMER FOOD SERVICE - 401(K) RETIREMENT PLAN
ROCHESTER, NY
Advisor / Consultant
ADVISOR
782$35.5M$35K
DENT NEUROLOGIC GROUP
DENT NEUROLOGIC GROUP 401(K) PLAN
AMHERST, NY
Advisor / Consultant
ADVISOR
456$35.1M$25K
UNILOCK CHICAGO, INC.
UNILOCK RETIREMENT PLAN AND TRUST (CHICAGO)
AURORA, IL
Advisor / Consultant
INVESTMENT ADVISORY
174$35.0M$19K
GREAT LAKES PHYSICIAN, P.C.
GREAT LAKES PHYSICIAN, P.C. 401(K) PLAN
CHEEKTOWAGA, NY
Other
NONE
163$34.9M$18K
FELDMEIER EQUIPMENT, INC.
FELDMEIER EQUIPMENT, INC. 401(K) PLAN
SYRACUSE, NY
Advisor / Consultant
ADVISOR
373$34.5M$40K
FELDMEIER EQUIPMENT, INC.
FELDMEIER EQUIPMENT, INC. 401(K) PLAN
SYRACUSE, NY
Advisor / Consultant
ADVISOR
384$34.5M$40K
GREAT LAKES MEDICAL IMAGING, LLC
GREAT LAKES MEDICAL IMAGING, LLC PROFIT SHARING 401(K) PLAN
WILLIAMSVILLE, NY
Advisor / Consultant
ADVISOR
170$34.0M$40K
HAZMAT ENVIRONMENTAL GROUP, INC.
HAZMAT ENVIRONMENTAL/KENWORTH NORTHEAST 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
489$33.1M$25K
BESTSELF BEHAVIORAL HEALTH, INC.
BESTSELF BEHAVIORAL HEALTH 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISORY
1,086$32.4M$30K
FELDMEIER EQUIPMENT, INC.
FELDMEIER EQUIPMENT, INC. 401(K) PLAN
SYRACUSE, NY
Advisor / Consultant
ADVISOR
399$31.2M$33K
GREAT LAKES MEDICAL IMAGING, LLC
GREAT LAKES MEDICAL IMAGING, LLC PROFIT SHARING 401(K) PLAN
WILLIAMSVILLE, NY
Advisor / Consultant
ADVISOR
149$29.7M$30K
HAZMAT ENVIRONMENTAL GROUP, INC.
HAZMAT ENVIRONMENTAL/KENWORTH NORTHEAST 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
450$29.6M$25K
MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC
MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN
WILLIAMSVILLE, NY
Other
RETAINED BY EMPLOYER
200$29.1M$23K
UNILOCK CHICAGO, INC.
UNILOCK RETIREMENT PLAN AND TRUST (CHICAGO)
AURORA, IL
Advisor / Consultant
INVESTMENT ADVISORY
171$28.6M$19K
PALMER FISH COMPANY, INC.
G&C FOODS/PALMER FOOD SERVICE - 401(K) RETIREMENT PLAN
ROCHESTER, NY
Advisor / Consultant
ADVISOR
707$27.9M$26K
GREAT LAKES MEDICAL IMAGING, LLC
GREAT LAKES MEDICAL IMAGING, LLC PROFIT SHARING 401(K) PLAN
WILLIAMSVILLE, NY
Advisor / Consultant
ADVISOR
135$26.8M$26K
MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC
MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN
WILLIAMSVILLE, NY
Other
RETAINED BY EMPLOYER
199$26.4M$17K
MAXIM MANAGEMENT SERVICES, LLC
MAXIM MANAGEMENT SERVICES LLC 401K PSP
CHEEKTOWAGA, NY
Advisor / Consultant
ADVISOR
209$26.2M$9K
BUFFALO GAMES LLC
BUFFALO GAMES, LLC. 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
302$26.0M$13K
HAZMAT ENVIRONMENTAL GROUP, INC.
HAZMAT ENVIRONMENTAL/KENWORTH NORTHEAST 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
440$26.0M$25K
DIAMOND PACKAGING, INC.
DIAMOND PAPER BOX COMPANY, INC. SECTION 401K PLAN
ROCHESTER, NY
Other
SERVICE PROVIDER
265$25.2M$0
UNILOCK NEW YORK, INC.
UNILOCK RETIREMENT PLAN AND TRUST (NEW YORK)
BREWSTER, NY
Advisor / Consultant
INVESTMENT ADVISORY
107$23.6M$11K
DIAMOND PACKAGING, INC.
DIAMOND PAPER BOX COMPANY, INC. SECTION 401K PLAN
ROCHESTER, NY
Other
SERVICE PROVIDER
267$23.4M$0
DIVAL SAFETY EQUIPMENT, INC.
DIVAL SAFETY EQUIPMENT, INC. 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISORS
381$23.2M$9K
MAXIM MANAGEMENT SERVICES, LLC
MAXIM MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN
CHEEKTOWAGA, NY
Other
NONE
188$23.1M$9K
DIAMOND PACKAGING, INC.
DIAMOND PAPER BOX COMPANY, INC. SECTION 401K PLAN
ROCHESTER, NY
Other
SERVICE PROVIDER
238$21.2M$0
UNILOCK NEW YORK, INC.
UNILOCK RETIREMENT PLAN AND TRUST (NEW YORK)
BREWSTER, NY
Advisor / Consultant
INVESTMENT ADVISORY
104$21.1M$11K
ST. JOSEPH'S COLLEGIATE INSTITUTE
ST. JOSEPH'S COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
92$19.9M$10K
MAXIM MANAGEMENT SERVICES, LLC
MAXIM MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN
CHEEKTOWAGA, NY
Other
NONE
178$19.3M$11K
TAYLOR DEVICES, INC.
TAYLOR DEVICES, INC. 401(K) PLAN
NORTH TONAWANDA, NY
Advisor / Consultant
ADVISOR
136$18.6M$30K
ST. JOSEPH'S COLLEGIATE INSTITUTE
ST. JOSEPH'S COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
93$18.5M$5K
KEE SAFETY, INC.
KEE SAFETY, INC. RETIREMENT PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISOR
274$18.3M$10K
BUFFALO HEARING & SPEECH CENTER, INC.
BUFFALO HEARING & SPEECH CENTER, INC. 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISOR
330$18.3M$25K
DIVAL SAFETY EQUIPMENT, INC.
DIVAL SAFETY EQUIPMENT, INC. 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISORS
386$17.9M$35K
ST. JOSEPH'S COLLEGIATE INSTITUTE
ST. JOSEPH'S COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
88$17.8M$10K
BUFFALO GAMES LLC
BUFFALO GAMES, LLC. 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
218$17.1M$12K
JOE BASIL CHEVROLET
JOE BASIL CHEVROLET INC. 401(K) PLAN
DEPEW, NY
Advisor / Consultant
INVETMENT ADVISOR
143$16.9M$20K
SONWIL DISTRIBUTION CENTER, INC.
SONWIL DISTRIBUTION CENTER PROFIT SHARING RETIREMENT PLAN
WEST SENECA, NY
Advisor / Consultant
INVESTMENT ADVISOR
346$16.7M$30K
BUFFALO HEARING & SPEECH CENTER, INC.
BUFFALO HEARING & SPEECH CENTER, INC. 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISOR
297$16.1M$25K
SONWIL DISTRIBUTION CENTER, INC.
SONWIL DISTRIBUTION CENTER PROFIT SHARING RETIREMENT PLAN
WEST SENECA, NY
Advisor / Consultant
INVESTMENT ADVISOR
365$15.5M$30K
TAYLOR DEVICES, INC.
TAYLOR DEVICES, INC. 401(K) PLAN
NORTH TONAWANDA, NY
Advisor / Consultant
ADVISOR
128$14.8M$30K
BUFFALO HEARING & SPEECH CENTER, INC.
BUFFALO HEARING & SPEECH CENTER, INC. 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISOR
298$13.8M$25K
SONWIL DISTRIBUTION CENTER, INC.
SONWIL DISTRIBUTION CENTER PROFIT SHARING RETIREMENT PLAN
WEST SENECA, NY
Advisor / Consultant
INVESTMENT ADVISOR
420$13.8M$30K
BUFFALO GAMES LLC
BUFFALO GAMES, LLC. 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
268$13.8M$12K
TAYLOR DEVICES, INC.
TAYLOR DEVICES, INC. 401(K) PLAN
NORTH TONAWANDA, NY
Advisor / Consultant
ADVISOR
126$12.9M$23K
C. BASIL FORD, INC.
C. BASIL FORD 401(K) PLAN
CHEEKTOWAGA, NY
Advisor / Consultant
INVESTMENT ADVISOR
101$11.0M$13K
MERCY FLIGHT, INC.
MERCY FLIGHT, INC. 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISOR
226$8.5M$12K
ADVANCE 2000 INC.
ADVANCE 2000 RETIREMENT PLAN
AMHERST, NY
Advisor / Consultant
INVESTMENT ADVISORY
66$7.6M$0
UNICELL BODY CO., INC.
UNICELL BODY COMPANY, INC. PROFIT SHARING/401(K) SAVINGS AND RETIREMENT
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISORY
154$7.3M$15K
MONOFRAX LLC
MONOFRAX LLC, UNION 401(K) PLAN
FALCONER, NY
Advisor / Consultant
INVESTMENT ADVISORY
103$6.5M$6K
MERCY FLIGHT, INC.
MERCY FLIGHT, INC. 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISOR
194$6.4M$12K
COSTANZO'S BAKERY, LLC
COSTANZO'S BAKERY, LLC 401(K) PLAN
CHEEKTOWAGA, NY
Advisor / Consultant
INVESTMENT ADVISORY
144$6.4M$15K
MONOFRAX LLC
MONOFRAX LLC, UNION 401(K) PLAN
FALCONER, NY
Advisor / Consultant
INVESTMENT ADVISORY
111$6.0M$6K
COSTANZO'S BAKERY, LLC
COSTANZO'S BAKERY, LLC 401(K) PLAN
CHEEKTOWAGA, NY
Advisor / Consultant
INVESTMENT ADVISORY
161$5.2M$12K
MERCY FLIGHT, INC.
MERCY FLIGHT, INC. 401(K) PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISOR
173$5.0M$12K
JOSEPH M. ANDERSON DBA SMOKIN JOES
SMOKIN JOES RETIREMENT PLAN
SANBORN, NY
Advisor / Consultant
ADVISOR
127$3.6M$18K
MACO BAG CORPORATION
MACO BAG CORPORATION RETIREMENT SAVINGS PLAN
NEWARK, NY
Advisor / Consultant
INVESTMENT ADVISORY
87$2.7M$0
MACO BAG CORPORATION
MACO BAG CORPORATION RETIREMENT SAVINGS PLAN
NEWARK, NY
Advisor / Consultant
INVESTMENT ADVISORY
116$2.7M$0
CATTARAUGUS COMMUNITY ACTION, INC.
CATTARAUGUS COMMUNITY ACTION , INC. 403(B) PLAN
SALAMANCA, NY
Broker
BROKER
117$2.3M$11K
TWIN CITY AMBULANCE CORPORATION
TWIN CITY AMBULANCE UNION 401(K) PLAN
AMHERST, NY
Advisor / Consultant
INVESTMENT ADVISOR
121$2.3M$6K
TWIN CITY AMBULANCE CORPORATION
TWIN CITY AMBULANCE UNION 401(K) PLAN
AMHERST, NY
Other
NONE
132$2.2M
CATTARAUGUS COMMUNITY ACTION, INC.
CATTARAUGUS COMMUNITY ACTION , INC. 403(B) PLAN
SALAMANCA, NY
Broker
BROKER
129$2.1M$10K
MACO BAG CORPORATION
MACO BAG CORPORATION RETIREMENT SAVINGS PLAN
NEWARK, NY
Advisor / Consultant
INVESTMENT ADVISORY
110$2.1M$0
FINGER LAKES PREMIER PROPERTIES, INC.
FINGER LAKES PREMIER PROPERTIES 401(K) PLAN
PENN YAN, NY
Other
NONE
37$1.8M$8K
CATTARAUGUS COMMUNITY ACTION, INC.
CATTARAUGUS COMMUNITY ACTION , INC. 403(B) PLAN
SALAMANCA, NY
Broker
BROKER
127$1.8M$9K
EUGENIO MARIA DE HOSTOS CHARTER SCHOOL
EUGENIO MARIA DE HOSTOS CHARTER SCHOOL 403(B) PLAN
ROCHESTER, NY
Advisor / Consultant
INVESTMENT ADVISOR
198$1.6M$9K
EASTERN NIAGARA HOSPITAL, INC.
EASTERN NIAGARA HOSPITAL 403(B) RETIREMENT PLAN
LOCKPORT, NY
Advisor / Consultant
INVESTMENT ADVISORY
34$127K$15K
C. BASIL FORD, INC.
C. BASIL FORD 401(K) PLAN
CHEEKTOWAGA, NY
Other
0$0$26K
LAWLEY RETIREMENT ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search