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 |
|---|---|---|---|---|---|---|
| Ashfield Healthcare, LLC Inizio Retirement Plan · all filings | FT WASHINGTON, PA | Advisor / Consultant | 2,200 | $139.8M | $0 | $0 |
| Ashfield Healthcare COMM. Inizio Employee Savings Plan · all filings | FORT WASHINGTON, PA | Advisor / Consultant | 717 | $134.2M | $0 | $0 |
| Huntsworth Group, Inc. Inizio USA 401(k) Plan · all filings | YARDLEY, PA | Advisor / Consultant | 1,094 | $132.9M | $540 | $0 |
| Ashfield Healthcare, LLC Inizio Retirement Plan · all filings | FT WASHINGTON, PA | Advisor / Consultant | 2,181 | $107.8M | $0 | $0 |
| Ashfield Healthcare COMM. Inizio Employee Savings Plan · all filings | FORT WASHINGTON, PA | Advisor / Consultant | 743 | $106.8M | $0 | $0 |
| Overland West, Inc. Overland West, Inc. 401(k) Profit Sharing Plan · all filings | OGDEN, UT | Advisor / Consultant | 245 | $36.6M | $540 | $0 |
| Thrifty Retail Services, LLC SERV-U-Success 401(k) Plan · all filings | GRANDVILLE, MI | Advisor / Consultant | 1,580 | $24.0M | $2K | $0 |
| CRL Technologies, Inc. CRL Technologies, Inc. 401(k) Plan · all filings | ALEXANDRIA, VA | Advisor / Consultant | 136 | $20.2M | $540 | $0 |
| Liveone, Inc. Liveone 401(k) Retirement Plan · all filings | ESCONDIDO, CA | Advisor / Consultant | 115 | $15.8M | $0 | $0 |
| Liveone, Inc. Liveone 401(k) Retirement Plan · all filings | ESCONDIDO, CA | Advisor / Consultant | 144 | $12.2M | $0 | $0 |
| Workfusion, Inc. Workfusion, Inc. 401(k) Plan · all filings | NEW YORK, NY | Advisor / Consultant | 72 | $9.4M | $0 | $0 |
| Workfusion, Inc. Workfusion, Inc. 401(k) Plan · all filings | NEW YORK, NY | Advisor / Consultant | 101 | $7.8M | $0 | $0 |
| Bcwj813, LLC DBA Garden of the G Garden of the GODS Collection 401(k) Plan · all filings | COLORADO SPRINGS, CO | Advisor / Consultant | 329 | $4.1M | $540 | $0 |
| PT Services Delaware LLC PT Services Delaware LLC 401(k) Plan · all filings | WILMINGTON, DE | Advisor / Consultant | 295 | $1.8M | $540 | $0 |
| Net2source Inc. Net2source 401(k) Plan · all filings | SOMERSET, NJ | Advisor / Consultant | 420 | $525K | $540 | $0 |
| Compassionate Home Health Care I Compassionate Home Health Residential Services Inc. 401(k) P · all filings | TOWSON, MD | Advisor / Consultant | 236 | $151K | $540 | $0 |
| Micromass Communications, Inc. Inizio 401(k) Plan · all filings | CARY, NC | Advisor / Consultant | 0 | $3K | $0 | $0 |
