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 |
|---|---|---|---|---|---|---|
| Leading Plan Solutions, Inc. Leading Plan Solutions Pooled Employer Plan #1 · all filings | SEATTLE, WA | Recordkeeper | 517 | $51.5M | $21K | $0 |
| Direct Urgent Care, Inc. DBA Carbon Health Carbon Health 401(k) Plan · all filings | OAKLAND, CA | Recordkeeper | 1,296 | $42.4M | $160K | $0 |
| Direct Urgent Care, Inc. DBA Carbon Health Carbon Health 401(k) Plan · all filings | OAKLAND, CA | Recordkeeper | 1,736 | $40.0M | $132K | $0 |
| The Liberty Company Insurance Brokers, Inc. The Liberty Company 401(k) Plan · all filings | WOODLAND HILLS, CA | TPA / Administrator | 767 | $29.9M | $9K | $0 |
| Direct Urgent Care, Inc. DBA Carbon Health Carbon Health 401(k) Plan · all filings | OAKLAND, CA | TPA / Administrator | 2,437 | $28.8M | $0 | $0 |
| The Liberty Company Insurance Brokers, Inc. The Liberty Company 401(k) Plan · all filings | WOODLAND HILLS, CA | TPA / Administrator | 662 | $23.3M | $8K | $0 |
| Association of Economic Collaboration and Growth Association of Economic Collaboration and Growth Multiple Employer Retirement Plan · all filings | OCEANSIDE, CA | Recordkeeper | 5,135 | $21.7M | $25K | $0 |
| The Liberty Company Insurance Brokers, Inc. The Liberty Company 401(k) Plan · all filings | WOODLAND HILLS, CA | TPA / Administrator | 743 | $17.1M | $4K | $0 |
| Leading Plan Solutions, Inc. Retire Right 401(k) Plan · all filings | SEATTLE, WA | Recordkeeper | 711 | $9.0M | $62K | $0 |
| LLI Holdings, Inc. LLI Holdings, Inc. 401(k) Plan · all filings | NEW YORK, NY | Recordkeeper | 193 | $7.8M | $29K | $0 |
| Savibank Savibank 401(k) Retirement Plan & Trust · all filings | MOUNT VERNON, WA | Other service providers | 149 | $7.2M | $8K | $0 |
| Leading Plan Solutions, Inc. Retire Right 401(k) Plan · all filings | SEATTLE, WA | Recordkeeper | 694 | $6.6M | $36K | $0 |
| LLI Holdings, Inc. LLI Holdings, Inc. 401(k) Plan · all filings | NEW YORK, NY | Recordkeeper | 131 | $5.6M | $17K | $0 |
| Bellevue Healthcare II Inc. Bellevue Healthcare 401(k) Plan · all filings | REDMOND, WA | Recordkeeper | 246 | $5.2M | $33K | $0 |
| Alpha NET Consulting, LLC Alpha NET Consulting, LLC 401(k) Plan · all filings | SANTA CLARA, CA | Recordkeeper | 142 | $4.1M | $14K | $0 |
| Bellevue Healthcare II Inc. Bellevue Healthcare 401(k) Plan · all filings | REDMOND, WA | Recordkeeper | 232 | $4.0M | $9K | $0 |
| Alpha NET Consulting, LLC Alpha NET Consulting, LLC 401(k) Plan · all filings | SANTA CLARA, CA | Recordkeeper | 120 | $3.3M | $19K | $0 |
| GCC MSO Holdings, LLC GCC MSO Holdings, LLC 401(k) Plan · all filings | ROCHESTER HILLS, MI | Recordkeeper | 525 | $2.5M | $37K | $0 |
| TILT Holdings Inc. TILT Holdings Inc. 401(k) Plan · all filings | SCOTTSDALE, AZ | Recordkeeper | 287 | $1.9M | $17K | $0 |
| Integrated Supports for Living, Inc. d/b/a IS Living, Inc. IS Living, Inc. 403(b) Retirement Savings Plan · all filings | SALEM, OR | Recordkeeper | 211 | $1.5M | $10K | $0 |
| TILT Holdings Inc. TILT Holdings Inc. 401(k) Plan · all filings | PHOENIX, AZ | Recordkeeper | 324 | $1.2M | $10K | $0 |
| Leafline Labs, LLC Leafline Labs Retirement Plan · all filings | COTTAGE GROVE, MN | Recordkeeper | 140 | $1.2M | $9K | $0 |
| Skyoak Capital, Inc. Skyoak Capital, Inc. Pooled Employer Plan No. 1 · all filings | LAS VEGAS, NV | Recordkeeper | 217 | $1.1M | $10K | $0 |
| Tumalo Industries, LLC Tumalo Industries, LLC 401(k) Plan · all filings | BEND, OR | Recordkeeper | 94 | $1.0M | $10K | $0 |
| Tumalo Industries, LLC Tumalo Industries, LLC 401(k) Plan · all filings | BEND, OR | Recordkeeper | 76 | $972K | $34K | $0 |
