Form 5500 Search

NORTON JAMES RETIREMENT SERVICES

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
11
Active participants
2,847
Total plan assets
$83.5M
Filings (rows)
11
Direct comp
$79K
Indirect comp
$14K

SERVICES PROVIDED

TPA / Administrator11

Top plans served

All 11 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
MORIA DEVELOPMENT DBA PEOPLES MORTGAGE
PEOPLES MORTGAGE 401K PLAN
TEMPE, AZ
TPA / Administrator
CONTRACT ADMIN
292$16.9M$15K
MORIA DEVELOPMENT DBA PEOPLES MORTGAGE
PEOPLES MORTGAGE 401K PLAN
TEMPE, AZ
TPA / Administrator
CONTRACT ADMIN
244$16.7M$16K
MAVERICK AVIATION GROUP, LLC
MAVERICK AVIATION GROUP, LLC 401K SAVINGS PLAN
HENDERSON, NV
TPA / Administrator
THIRD PARTY ADMINISTRATO
220$9.9M$4K
MAVERICK AVIATION GROUP, LLC
MAVERICK AVIATION GROUP, LLC 401K SAVINGS PLAN
HENDERSON, NV
TPA / Administrator
THIRD PARTY ADMINISTRATO
176$7.9M$9K
MAVERICK AVIATION GROUP, LLC
MAVERICK AVIATION GROUP, LLC 401K SAVINGS PLAN
HENDERSON, NV
TPA / Administrator
THIRD PARTY ADMINISTRATO
163$6.4M$9K
HENRIETTA WEILL MEMORIAL CHILD GUIDANCE CLINIC
HENRIETTA WEILL MEMORIAL CHILD GUIDANCE CLINIC 403B PLAN
BAKERSFIELD, CA
TPA / Administrator
TPA
165$5.9M$2K
HENRIETTA WEILL MEMORIAL CHILD GUIDANCE CLINIC
HENRIETTA WEILL MEMORIAL CHILD GUIDANCE CLINIC 403B PLAN
BAKERSFIELD, CA
TPA / Administrator
TPA
158$5.2M$4K
HENRIETTA WEILL MEMORIAL CHILD GUIDANCE CLINIC
HENRIETTA WEILL MEMORIAL CHILD GUIDANCE CLINIC 403B PLAN
BAKERSFIELD, CA
TPA / Administrator
TPA
145$4.2M$3K
ARIZONA AUTISM UNITED, INC.
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ARIZONA AUTISM UNITED, INC.
PHOENIX, AZ
TPA / Administrator
THIRD PARTY ADMINISTRATO
574$3.6M$5K
RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOL, INC.
RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOLS, INC. RETIREMENT & SAVINGS PLAN
MINDEN, NV
TPA / Administrator
TPA
368$3.5M$6K
RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOL, INC.
RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOLS, INC. RETIREMENT & SAVINGS PLAN
MINDEN, NV
TPA / Administrator
TPA
342$3.4M$6K
NORTON JAMES RETIREMENT SERVICES — Form 5500 Service Provider Profile | Form 5500 Search