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 |
|---|---|---|---|---|---|---|
| Carlisle, LLC Carlisle, LLC Employee Incentive Savings Plan · all filings | SCOTTSDALE, AZ | Advisor / Consultant | 4,433 | $869.7M | $21K | $0 |
| Trugreen Limited Partnership Trugreen Profit Sharing and Retirement Plan · all filings | MEMPHIS, TN | Other service providers | 10,531 | $465.6M | $17K | $0 |
| Trugreen Limited Partnership Trugreen Profit Sharing and Retirement Plan · all filings | MEMPHIS, TN | TPA / Administrator | 10,792 | $371.5M | $40K | $0 |
| Winstead PC Winstead 401(k) Savings and Profit Sharing Plan · all filings | DALLAS, TX | Advisor / Consultant | 435 | $286.3M | $18K | $0 |
| Govcio LLC Governmentcio LLC 401(k) Profit Sharing Plan and Trust · all filings | WASHINGTON, DC | Advisor / Consultant | 2,551 | $192.9M | $22K | $71K |
| TMG Insurance Services, LLC The Mutual Group 401(k) Plan · all filings | WEST DES MOINES, IA | Advisor / Consultant | 482 | $183.5M | $64K | $0 |
| TMG Insurance Services, LLC Guideone Insurance Company 401(k) Plan · all filings | WEST DES MOINES, IA | Advisor / Consultant | 459 | $173.5M | $64K | $78 |
| UST Global Inc. UST Global Inc. 401(k) Plan · all filings | ALISO VIEJO, CA | Advisor / Consultant | 3,713 | $169.6M | $135K | $0 |
| Guideone Insurance Company Guideone Insurance Company 401(k) Plan · all filings | WEST DES MOINES, IA | Advisor / Consultant | 565 | $151.4M | $63K | $141 |
| Tech Mahindra (Americas) Inc. Tech Mahindra Americas 401(k) Plan · all filings | PLANO, TX | Advisor / Consultant | 7,872 | $136.8M | $149K | $0 |
| Tech Mahindra (Americas) Inc. Tech Mahindra Americas 401(k) Plan · all filings | PLANO, TX | Advisor / Consultant | 7,471 | $123.3M | $84K | $0 |
| STO Building Group Inc. Structure-TONE, Inc. Pension Plan · all filings | NEW YORK, NY | Advisor / Consultant | 197 | $86.0M | $57K | $28K |
| Tech Mahindra (Americas) Inc. Tech Mahindra Americas 401(k) Plan · all filings | PLANO, TX | Advisor / Consultant | 6,848 | $81.2M | $97K | $35 |
| The Tri-M Group, L.L.C. The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan · all filings | KENNETT SQUARE, PA | Advisor / Consultant | 499 | $72.8M | $90K | $0 |
| Brown & James, P.C. Brown & James, P.C. 401(k) Profit Sharing Plan · all filings | SAINT LOUIS, MO | Advisor / Consultant | 140 | $72.7M | $58K | $5 |
| The Tri-M Group, L.L.C. The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan · all filings | KENNETT SQUARE, PA | Advisor / Consultant | 468 | $63.9M | $77K | $0 |
| Brown & James, P.C. Brown & James, P.C. 401(k) Profit Sharing Plan · all filings | SAINT LOUIS, MO | Advisor / Consultant | 141 | $61.7M | $54K | $0 |
| Miller & Long Co., Inc. Miller & Long Employees Combined Retirement Plan · all filings | BETHESDA, MD | Advisor / Consultant | 763 | $60.2M | $14K | $0 |
| Associated Insurance Management, LLC Associated Insurance Management, LLC 401(k) Plan · all filings | BURLINGTON, MA | Advisor / Consultant | 165 | $49.4M | $47K | $0 |
| Independent Project Analysis, Inc. Independent Project Analysis, Inc. 401(k) Plan · all filings | ASHBURN, VA | Advisor / Consultant | 127 | $49.1M | $97K | $0 |
| Envision Management, LLC Envision Management, LLC 401(k) Profit Sharing Plan · all filings | COLORADO SPRINGS, CO | Advisor / Consultant | 1,643 | $47.2M | $65K | $0 |
| New England Business Trust New England Business Trust Section 401(k) Plan · all filings | BOSTON, MA | Advisor / Consultant | 130 | $45.8M | $86K | $0 |
| Independent Project Analysis, Inc. Independent Project Analysis, Inc. 401(k) Plan · all filings | ASHBURN, VA | Advisor / Consultant | 118 | $45.6M | $64K | $0 |
| Renaissance Lakewood, LLC Renaissance Lakewood, LLC. 401(k) Plan · all filings | LAKEWOOD, NJ | Advisor / Consultant | 360 | $44.5M | $15K | $0 |
| Associated Insurance Management, LLC Associated Insurance Management, LLC 401(k) Plan · all filings | BURLINGTON, MA | Advisor / Consultant | 169 | $42.7M | $53K | $0 |
