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 |
|---|---|---|---|---|---|---|
| The Penta Building Group, LLC The Penta Building Group, LLC 401(k) Plan · all filings | LAS VEGAS, NV | Advisor / Consultant | 521 | $80.7M | $87K | $0 |
| National Equity Fund Inc. National Equity Fund 401(k) Retirement Plan · all filings | CHICAGO, IL | Advisor / Consultant | 194 | $77.0M | $70K | $12 |
| Mill-Max Mfg. Corp. Mill-Max Manufacturing Corporation Profit Sharing Plan · all filings | OYSTER BAY, NY | Advisor / Consultant | 178 | $73.6M | $108K | $0 |
| Kelly & Associates Insurance Group, Inc. Kelly & Associates Insurance Group, Inc. 401(k) Plan · all filings | SPARKS, MD | Advisor / Consultant | 559 | $68.2M | $14K | $25 |
| Kelly & Associates Insurance Group, Inc. Kelly & Associates Insurance Group, Inc. 401(k) Plan · all filings | SPARKS, MD | Advisor / Consultant | 533 | $58.5M | $24K | $35 |
| Child Trends, Inc. Child Trends 403(b) Plan · all filings | ROCKVILLE, MD | Advisor / Consultant | 246 | $50.9M | $0 | $57K |
| Kelly & Associates Insurance Group, Inc. Kelly & Associates Insurance Group, Inc. 401(k) Plan · all filings | SPARKS, MD | Advisor / Consultant | 518 | $48.7M | $24K | $32 |
| Child Trends, Inc. Child Trends 403(b) Plan · all filings | ROCKVILLE, MD | Advisor / Consultant | 259 | $41.7M | $0 | $46K |
| The Geneva Foundation The Geneva Foundation 403(b) Plan · all filings | TACOMA, WA | Advisor / Consultant | 379 | $34.3M | $44K | $0 |
| The Geneva Foundation The Geneva Foundation 403(b) Plan · all filings | TACOMA, WA | Advisor / Consultant | 335 | $34.3M | $73K | $0 |
| United Methodist Retirement Communities, Inc. BRIO Living Services 403(b) Plan · all filings | CHELSEA, MI | Advisor / Consultant | 1,389 | $32.2M | $65K | $0 |
| Child Trends, Inc. Child Trends 403(b) Plan · all filings | ROCKVILLE, MD | Advisor / Consultant | 237 | $31.6M | $0 | $38K |
| United Methodist Retirement Communities, Inc. BRIO Living Services 403(b) Plan · all filings | CHELSEA, MI | Advisor / Consultant | 1,344 | $27.4M | $58K | $0 |
| FPI Management, Inc. FPI Management, Inc. 401(k) Plan · all filings | FOLSOM, CA | Other service providers | 3,945 | $23.2M | $48K | $0 |
| The Riverwoods Group The Riverwoods Group 403(b) Plan · all filings | EXETER, NH | Other service providers | 959 | $22.9M | $78K | $0 |
| United Methodist Retirement Communities, Inc. UMRC 403(b) Tax Sheltered Annuity Plan · all filings | CHELSEA, MI | Advisor / Consultant | 1,216 | $21.3M | $48K | $0 |
| Gallagher Flynn & Co., LLP Gallagher Flynn & Co., LLP 401(k) Profit Sharing Plan and Trust · all filings | SOUTH BURLINGTON, VT | Other service providers | 73 | $20.8M | $19K | $0 |
| The Riverwoods Group The Riverwoods Group 403(b) Plan · all filings | EXETER, NH | Other service providers | 965 | $20.5M | $66K | $0 |
| Gallagher Flynn & Co., LLP Gallagher Flynn & Co., LLP 401(k) Profit Sharing Plan and Trust · all filings | SOUTH BURLINGTON, VT | Other service providers | 75 | $20.3M | $17K | $0 |
| Gallagher, Flynn & Company, LLP Gallagher Flynn & Co., LLP 401(k) Profit Sharing Plan · all filings | SOUTH BURLINGTON, VT | Other service providers | 84 | $19.5M | $19K | $0 |
| FPI Management, Inc. FPI Management, Inc. 401(k) Plan · all filings | FOLSOM, CA | Recordkeeper | 3,816 | $19.1M | $52K | $0 |
| The Riverwoods Group The Riverwoods Group 403(b) Plan · all filings | EXETER, NH | Other service providers | 846 | $17.3M | $59K | $0 |
| Briarcrest Christian School System Briarcrest Christian School 401 (K) Retirement Plan and Trust · all filings | EADS, TN | Advisor / Consultant | 210 | $16.5M | $32K | $0 |
| Briarcrest Christian School System Briarcrest Christian School 401 (K) Retirement Plan and Trust · all filings | EADS, TN | Advisor / Consultant | 214 | $16.4M | $30K | $0 |
| Northern Human Services, Inc. Northern Human Services 403(b) Plan · all filings | CONWAY, NH | Other service providers | 536 | $14.4M | $0 | $0 |
