Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| SEPERATE ACCOUNTS | 3 |
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 |
|---|---|---|---|---|---|---|
| Pacific Premier Bank Pacific Premier Bank 401(k) Plan · all filings | IRVINE, CA | Broker | 1,265 | $114.7M | $0 | $143K |
| Pacific Premier Bank Pacific Premier Bank 401(k) Plan · all filings | IRVINE, CA | Advisor / Consultant | 1,349 | $99.0M | $0 | $135K |
| DIGI International, Inc. DIGI International Inc. 401(k) Savings and Profit Sharing Plan · all filings | HOPKINS, MN | Advisor / Consultant | 621 | $98.4M | $35K | $0 |
| Golden State Lumber, Inc. Golden State Lumber, Inc. 401(k) Plan · all filings | PETALUMA, CA | Recordkeeper | 605 | $67.0M | $4K | $0 |
| Golden Gate Regional Center Golden Gate Regional Center 403(b) Plan · all filings | SAN FRANCISCO, CA | Advisor / Consultant | 308 | $66.7M | $0 | $82K |
| Jim Brown Chevrolet Inc. Jim Brown Chevrolet, Inc. DBA Classic Chevrolet 401(k) Plan · all filings | MENTOR, OH | Advisor / Consultant | 901 | $61.1M | $54K | $0 |
| BFPE International, Inc. BFPE International, Inc. 401(k) Plan · all filings | HANOVER, MD | Advisor / Consultant | 867 | $58.9M | $26K | $0 |
| Golden Gate Regional Center Golden Gate Regional Center 403(b) Plan · all filings | SAN FRANCISCO, CA | Advisor / Consultant | 265 | $56.1M | $0 | $78K |
| Jim Brown Chevrolet Inc. Jim Brown Chevrolet, Inc. DBA Classic Chevrolet 401(k) Plan · all filings | MENTOR, OH | Advisor / Consultant | 874 | $53.6M | $54K | $0 |
| Fibertek, Inc. Fibertek, Inc. 401(k) Plan · all filings | HERNDON, VA | Advisor / Consultant | 197 | $51.9M | $64K | $0 |
| Customer Value Partners, LLC CVP Retirement Savings Plan · all filings | WASHINGTON, DC | Recordkeeper | 585 | $51.1M | $167K | $0 |
| BFPE International, Inc. BFPE International, Inc. 401(k) Plan · all filings | HANOVER, MD | Advisor / Consultant | 864 | $48.5M | $0 | $121K |
| Oncology Hematology West, P.C. 401(k) Plan and Employees Trust of Oncology Hematology West, P. C. · all filings | OMAHA, NE | Advisor / Consultant | 282 | $43.9M | $0 | $18K |
| Fibertek, Inc. Fibertek, Inc. 401(k) Plan · all filings | HERNDON, VA | Advisor / Consultant | 193 | $42.8M | $68K | $0 |
| BARD Manufacturing Company, Inc. BARD Manufacturing Company, Inc. Savings and Profit Sharing Plan · all filings | BRYAN, OH | Broker | 720 | $41.6M | $0 | $70K |
| The de MOYA Group, Inc. The de MOYA Group, Inc. Profit Sharing Plan & Trust · all filings | MIAMI, FL | Advisor / Consultant | 307 | $40.1M | $76K | $0 |
| Customer Value Partners, LLC. CVP Retirement Savings Plan · all filings | FAIRFAX, VA | Recordkeeper | 557 | $39.1M | $145K | $0 |
| Edmund Optics, Inc. Edmund Optics, Inc. 401(k) Savings Retirement Plan · all filings | BARRINGTON, NJ | Advisor / Consultant | 371 | $39.0M | $26K | $0 |
| Oncology Hematology West, P.C. 401(k) Plan and Employees Trust of Oncology Hematology West, P. C. · all filings | OMAHA, NE | Advisor / Consultant Recordkeeper | 279 | $38.3M | $0 | $18K |
| Altais Health Solutions Altais Health Solutions 401(k) Plan · all filings | OAKLAND, CA | Broker | 329 | $36.8M | $0 | $38K |
| BARD Manufacturing Company, Inc. BARD Manufacturing Company, Inc. Savings and Profit Sharing Plan · all filings | BRYAN, OH | Broker | 502 | $36.8M | $0 | $68K |
| Pediatric Home Respiratory Services, LLC d/b/a Pediatric Home Service Pediatric Home Service Employees Savings Plan · all filings | ROSEVILLE, MN | Recordkeeper | 1,380 | $34.2M | -$1K | $0 |
| Rose Brand Wipers, Inc. Rose Brand Wipers Profit Sharing Plan · all filings | SECAUCUS, NJ | Recordkeeper | 251 | $33.2M | $30K | $0 |
| The de MOYA Group, Inc. The de MOYA Group, Inc. Profit Sharing Plan & Trust · all filings | MIAMI, FL | Advisor / Consultant | 295 | $33.0M | $72K | $0 |
| Delaware Elevator, Inc. Delaware Elevator, Inc. Retirement Plan · all filings | SALISBURY, MD | Recordkeeper | 477 | $31.8M | $32K | $0 |
