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 Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings | WESTLAKE, TX | Other service providers | 32,145 | $8.9B | $15K | $0 |
| The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings | WESTLAKE, TX | Advisor / Consultant | 34,203 | $8.0B | $13K | $0 |
| The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings | WESTLAKE, TX | Advisor / Consultant | 33,913 | $6.6B | $13K | $0 |
| Newport Group, Inc. LUTZ Financial Pooled Employer Plan · all filings | FOLSOM, CA | Other service providers | 4,855 | $368.6M | $650K | $0 |
| Newport Group, Inc. LUTZ Financial Pooled Employer Plan · all filings | FOLSOM, CA | Other service providers | 4,175 | $291.7M | $411K | $0 |
| Newport Group, Inc. LUTZ Financial Pooled Employer Plan · all filings | FOLSOM, CA | Advisor / Consultant | 2,741 | $175.8M | $184K | $0 |
| Newmeyer & Dillion, LLP Newmeyer & Dillion Employee 401(k) Savings Plan · all filings | NEWPORT BEACH, CA | Advisor / Consultant | 99 | $34.5M | $7K | $0 |
| Milan Laser Holdings LLC Milan Holdings Retirement Plan · all filings | ELKHORN, NE | Advisor / Consultant | 1,810 | $26.7M | $49K | $0 |
| Milan Laser Holdings LLC Milan Holdings Retirement Plan · all filings | OMAHA, NE | Advisor / Consultant | 1,624 | $16.7M | $26K | $0 |
| Paulsen, Inc. Paulsen, Inc. 401(k) Profit Sharing Plan · all filings | COZAD, NE | Advisor / Consultant | 220 | $13.1M | $0 | $33K |
| Paulsen, Inc. Paulsen, Inc. 401(k) Profit Sharing Plan · all filings | COZAD, NE | Advisor / Consultant | 211 | $12.6M | $0 | $25K |
| Paulsen, Inc. Paulsen, Inc. 401(k) Profit Sharing Plan · all filings | COZAD, NE | Advisor / Consultant | 233 | $10.2M | $0 | $24K |
| Grand Island Regional Medical Center Grand Island Regional Medical Center 401(k) Plan · all filings | GRAND ISLAND, NE | Advisor / Consultant | 158 | $5.6M | $34K | $0 |
| Flood Digital Networks, LLC Flood Digital Networks, LLC 401(k) Plan · all filings | NORFOLK, NE | Advisor / Consultant | 102 | $1.5M | $7K | $0 |
| Agemark Corporation Agemark Retirement Savings Plan I · all filings | ORINDA, CA | Advisor / Consultant | 0 | $168K | $8K | $0 |
| Meyers-Carlisle-Leapley Construction Co., Inc. Meyers-Carlisle-Leapley Construction Co., Inc., 401(k) Profit Sharing Plan · all filings | LAVISTA, NE | Advisor / Consultant | 0 | $0 | $32K | $0 |
