LEADING RETIREMENT SOLUTIONS
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
28
Active participants
18,264
Total plan assets
$320.3M
Filings (rows)
28
Direct comp
$789K
Indirect comp
$0
SERVICES PROVIDED
Recordkeeper22
TPA / Administrator5
Other1
Top plans served
All 28 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LEADING PLAN SOLUTIONS, INC. LEADING PLAN SOLUTIONS POOLED EMPLOYER PLAN #1 | SEATTLE, WA | Recordkeeper RECORDKEEPER | 517 | $51.5M | $21K |
| DIRECT URGENT CARE, INC. DBA CARBON HEALTH CARBON HEALTH 401(K) PLAN | OAKLAND, CA | Recordkeeper RECORDKEEPER | 1,296 | $42.4M | $160K |
| DIRECT URGENT CARE, INC. DBA CARBON HEALTH CARBON HEALTH 401(K) PLAN | OAKLAND, CA | Recordkeeper RECORDKEEPER | 1,736 | $40.0M | $132K |
| THE LIBERTY COMPANY INSURANCE BROKERS, INC. THE LIBERTY COMPANY 401(K) PLAN | WOODLAND HILLS, CA | TPA / Administrator CONTRACT ADMIN | 767 | $29.9M | $9K |
| DIRECT URGENT CARE, INC. DBA CARBON HEALTH CARBON HEALTH 401(K) PLAN | OAKLAND, CA | TPA / Administrator CONTRACT ADMIN | 2,437 | $28.8M | $0 |
| THE LIBERTY COMPANY INSURANCE BROKERS, INC. THE LIBERTY COMPANY 401(K) PLAN | WOODLAND HILLS, CA | TPA / Administrator CONTRACT ADMIN | 662 | $23.3M | $8K |
| ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH MULTIPLE EMPLOYER RETIREMENT PLAN | OCEANSIDE, CA | Recordkeeper RECORDKEEPER | 5,135 | $21.7M | $25K |
| THE LIBERTY COMPANY INSURANCE BROKERS, INC. THE LIBERTY COMPANY 401(K) PLAN | WOODLAND HILLS, CA | TPA / Administrator CONTRACT ADMIN | 743 | $17.1M | $4K |
| LEADING PLAN SOLUTIONS, INC. RETIRE RIGHT 401(K) PLAN | SEATTLE, WA | Recordkeeper RECORDKEEPER | 711 | $9.0M | $62K |
| LLI HOLDINGS, INC. LLI HOLDINGS, INC. 401(K) PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 193 | $7.8M | $29K |
| SAVIBANK SAVIBANK 401(K) RETIREMENT PLAN & TRUST | MOUNT VERNON, WA | Other NONE | 149 | $7.2M | $8K |
| LEADING PLAN SOLUTIONS, INC. RETIRE RIGHT 401(K) PLAN | SEATTLE, WA | Recordkeeper RECORDKEEPER | 694 | $6.6M | $36K |
| LLI HOLDINGS, INC. LLI HOLDINGS, INC. 401(K) PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 131 | $5.6M | $17K |
| BELLEVUE HEALTHCARE II INC. BELLEVUE HEALTHCARE 401(K) PLAN | REDMOND, WA | Recordkeeper RECORDKEEPER | 246 | $5.2M | $33K |
| ALPHA NET CONSULTING, LLC ALPHA NET CONSULTING, LLC 401(K) PLAN | SANTA CLARA, CA | Recordkeeper RECORDKEEPER | 142 | $4.1M | $14K |
| BELLEVUE HEALTHCARE II INC. BELLEVUE HEALTHCARE 401(K) PLAN | REDMOND, WA | Recordkeeper RECORDKEEPER | 232 | $4.0M | $9K |
| ALPHA NET CONSULTING, LLC ALPHA NET CONSULTING, LLC 401(K) PLAN | SANTA CLARA, CA | Recordkeeper RECORDKEEPER | 120 | $3.3M | $19K |
| GCC MSO HOLDINGS, LLC GCC MSO HOLDINGS, LLC 401(K) PLAN | ROCHESTER HILLS, MI | Recordkeeper RECORDKEEPER | 525 | $2.5M | $37K |
| TILT HOLDINGS INC. TILT HOLDINGS INC. 401(K) PLAN | SCOTTSDALE, AZ | Recordkeeper RECORDKEEPER | 287 | $1.9M | $17K |
| INTEGRATED SUPPORTS FOR LIVING, INC. D/B/A IS LIVING, INC. IS LIVING, INC. 403(B) RETIREMENT SAVINGS PLAN | SALEM, OR | Recordkeeper RECORDKEEPER | 211 | $1.5M | $10K |
| TILT HOLDINGS INC. TILT HOLDINGS INC. 401(K) PLAN | PHOENIX, AZ | Recordkeeper RECORDKEEPER | 324 | $1.2M | $10K |
| LEAFLINE LABS, LLC LEAFLINE LABS RETIREMENT PLAN | COTTAGE GROVE, MN | Recordkeeper RECORDKEEPER | 140 | $1.2M | $9K |
| SKYOAK CAPITAL, INC. SKYOAK CAPITAL, INC. POOLED EMPLOYER PLAN NO. 1 | LAS VEGAS, NV | Recordkeeper RECORDKEEPER | 217 | $1.1M | $10K |
| TUMALO INDUSTRIES, LLC TUMALO INDUSTRIES, LLC 401(K) PLAN | BEND, OR | Recordkeeper RECORDKEEPER | 94 | $1.0M | $10K |
| TUMALO INDUSTRIES, LLC TUMALO INDUSTRIES, LLC 401(K) PLAN | BEND, OR | Recordkeeper RECORDKEEPER | 76 | $972K | $34K |
| OAKLAND MANAGER LLC OAKLAND MANAGER 401(K) PLAN | EDGEWOOD, IL | TPA / Administrator TPA | 307 | $972K | $6K |
| VANCE, LLC VANCE, LLC 401(K) PLAN | TUSCON, AZ | Recordkeeper RECORDKEEPER | 172 | $658K | $6K |
| OAKLAND MANAGER LLC OAKLAND MANAGER 401(K) PLAN | EDGEWOOD, IL | Recordkeeper RECORDKEEPER | 0 | $0 | $54K |
