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 |
|---|---|---|---|---|---|---|
| Brown & Brown, Inc. Brown & Brown, Inc. Employee Savings Plan · all filings | DAYTONA BEACH, FL | Investment manager | 12,393 | $1.8B | $5K | $0 |
| Pitney Bowes Inc. Pitney Bowes Inc. 401(k) Plan · all filings | STAMFORD, CT | Investment manager | 5,862 | $1.7B | $7K | $0 |
| Buchanan Ingersoll & Rooney PC Buchanan Ingersoll & Rooney PC Retirement Savings Plan · all filings | PITTSBURGH, PA | Advisor / Consultant | 780 | $386.9M | $5K | $0 |
| Phelps Dunbar, LLP Phelps Dunbar, LLP Savings and Retirement Plan · all filings | NEW ORLEANS, LA | Advisor / Consultant | 727 | $294.9M | $34K | $0 |
| Nustar Services Company LLC Nustar Thrift Plan · all filings | SAN ANTONIO, TX | Investment manager | 1,138 | $274.8M | $21K | $0 |
| Adams and Reese LLP Adams and Reese LLP 401(k) Profit Sharing Plan and Trust · all filings | NEW ORLEANS, LA | Investment manager | 384 | $261.5M | $23K | $0 |
| Phelps Dunbar, LLP Phelps Dunbar, LLP Savings and Retirement Plan · all filings | NEW ORLEANS, LA | Advisor / Consultant | 634 | $258.9M | $13K | $0 |
| Adams and Reese LLP Adams and Reese LLP 401(k) Profit Sharing Plan and Trust · all filings | NEW ORLEANS, LA | Investment manager | 343 | $231.5M | $21K | $0 |
| Adams and Reese LLP Adams and Reese LLP 401(k) Profit Sharing Plan and Trust · all filings | NEW ORLEANS, LA | Investment manager | 339 | $212.9M | $25K | $0 |
| Oriental Bank The Oriental Bank CODA Profit Sharing Plan · all filings | SAN JUAN, PR | Investment manager | 2,088 | $110.5M | $118K | $0 |
| Stone Pigman Walther Wittmann L.L.C Stone Pigman Walther Wittmann L.L.C. 401(k) and Profit Sharing Plan · all filings | NEW ORLEANS, LA | Investment manager | 98 | $91.0M | $5K | $0 |
| A. J. Rose Manufacturing Co. A.J. Rose Retirement and 401(k) Plan for NON-Union Employees · all filings | AVON, OH | Advisor / Consultant | 135 | $32.0M | $0 | $24K |
| Harvey Gulf International Marine, LLC Harvey Gulf International Marine 401(k) Plan · all filings | NEW ORLEANS, LA | Advisor / Consultant | 662 | $30.7M | $69K | $0 |
| Jim Burke Ford Jim Burke Ford 401(k) Plan · all filings | BAKERSFIELD, CA | Advisor / Consultant | 290 | $28.8M | $25K | $0 |
| A. J. Rose Manufacturing Co. A.J. Rose Retirement and 401(k) Plan for NON-Union Employees · all filings | AVON, OH | Advisor / Consultant | 129 | $27.9M | $0 | $13K |
| Harvey Gulf International Marine, LLC Harvey Gulf International Marine 401(k) Plan · all filings | NEW ORLEANS, LA | Advisor / Consultant | 604 | $26.9M | $55K | $0 |
| Jim Burke Ford Jim Burke Ford 401(k) Plan · all filings | BAKERSFIELD, CA | Advisor / Consultant | 284 | $24.3M | $21K | $0 |
| Jim Burke Ford Jim Burke Ford 401(k) Plan · all filings | BAKERSFIELD, CA | Advisor / Consultant | 254 | $20.7M | $3K | $0 |
| A.J. Rose Manufacturing Co. A.J. Rose Mfg. Co. 401(k) Plan for Union Employees · all filings | AVON, OH | Advisor / Consultant | 265 | $19.1M | $0 | $18K |
| A.J. Rose Manufacturing Co. A.J. Rose Mfg. Co. 401(k) Plan for Union Employees · all filings | AVON, OH | Advisor / Consultant | 249 | $17.8M | $0 | $10K |
| Oklahoma Arthritis Center P.C. OAC 401(k) and Profit Sharing Plan · all filings | EDMOND, OK | Advisor / Consultant | 220 | $16.4M | $0 | $3K |
| Quality Construction & Production, LLC Quality Companies 401(k) Plan · all filings | YOUNGSVILLE, LA | Investment manager | 617 | $7.3M | $0 | $16K |
| D & S Marine Service, LLC D & S Marine Service, LLC 401(k) Plan · all filings | GRAY, LA | Investment manager | 158 | $7.1M | $0 | $15K |
| Lee & Cates Glass, Inc. Lee & Cates Glass, Inc. 401(k) Plan · all filings | JACKSONVILLE, FL | Advisor / Consultant | 145 | $7.0M | $24K | $0 |
| Lee & Cates Glass, Inc. Lee & Cates Glass, Inc. 401(k) Plan · all filings | JACKSONVILLE, FL | Advisor / Consultant | 117 | $6.8M | $2K | $0 |
