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 |
|---|---|---|---|---|---|---|
| Plan Professionals, LLC Successwise Pooled Employer Plan · all filings | SHREWSBURY, NJ | TPA / Administrator | 69,288 | $1.5B | $461K | $334K |
| Plan Professionals, LLC AGC Select 401(k) PEP · all filings | SHREWSBURY, NJ | Recordkeeper | 15,566 | $610.5M | $451K | $0 |
| Houston Chapter AGC/Louisiana AGC AGC Southwest Chapters 401(k) Plan · all filings | HOUSTON, TX | TPA / Administrator Advisor / Consultant | 14,004 | $526.8M | $65K | $0 |
| Anesthesia Consulting & Management, LP Northstar Anesthesia 401(k) Plan · all filings | IRVING, TX | Advisor / Consultant | 3,088 | $526.7M | $6K | $0 |
| Plan Professionals, LLC Successwise Pooled Employer Plan · all filings | SHREWSBURY, NJ | TPA / Administrator | 13,917 | $475.1M | $106K | $36K |
| Plan Professionals, LLC Open PEP · all filings | SHREWSBURY, NJ | Other service providers | 18,762 | $355.0M | $503K | $0 |
| Plan Professionals, LLC Open PEP · all filings | SHREWSBURY, NJ | Other service providers | 15,836 | $268.7M | $231K | $0 |
| Employer Flexible Employer Flexible 401(k) Plan · all filings | HOUSTON, TX | TPA / Administrator | 11,224 | $215.4M | $132K | $0 |
| Employer Flexible Employer Flexible 401(k) Plan · all filings | HOUSTON, TX | TPA / Administrator | 11,014 | $211.0M | $99K | $0 |
| Employer Flexible Employer Flexible 401(k) Plan · all filings | HOUSTON, TX | TPA / Administrator | 10,476 | $147.3M | $74K | $0 |
| Plan Professionals LLC Open PEP 2 · all filings | SHREWSBURY, NJ | TPA / Administrator | 3,035 | $144.8M | $103K | $0 |
| National Marine Manufacturers Association, Inc. Marine Industry Retirement Plan · all filings | CHICAGO, IL | TPA / Administrator | 4,068 | $136.2M | $63K | $0 |
| National Marine Manufacturers Association, Inc. Marine Industry Retirement Plan · all filings | CHICAGO, IL | TPA / Administrator | 4,748 | $120.0M | $50K | $0 |
| W. P. Carey Management LLC Carey Profit Sharing and 401(k) Plan · all filings | NEW YORK, NY | Other service providers | 146 | $108.9M | $111K | $0 |
| ATH Holding Company, LLC Elevance Health Puerto Rico Retirement Plan · all filings | SAN JUAN, PR | Other service providers | 3,827 | $97.6M | $14K | $0 |
| Carey Asset Management Corp. Carey Profit Sharing and 401(k) Plan · all filings | NEW YORK, NY | Other service providers | 142 | $90.9M | $93K | $0 |
| McConnell Valdes LLC MCV Retirement Plan · all filings | SAN JUAN, PR | Other service providers | 149 | $80.8M | $31K | $0 |
| Plan Professionals LLC Open PEP 2 · all filings | SHREWSBURY, NJ | TPA / Administrator | 1,592 | $79.6M | $4K | $0 |
| Carey Asset Management Corp. Carey Profit Sharing and 401(k) Plan · all filings | NEW YORK, NY | Other service providers | 135 | $75.4M | $97K | $0 |
| McConnell Valdes LLC MCV Retirement Plan · all filings | SAN JUAN, PR | Other service providers | 137 | $73.3M | $29K | $0 |
| Plan Professionals, LLC Retirement PATH Pooled Employer Plan · all filings | SHREWSBURY, NJ | Other service providers | 783 | $56.0M | $0 | $54K |
| V. Suarez & Co. Inc. V. Suarez & Co., Inc. Retirement Plan · all filings | SAN JUAN, PR | Recordkeeper | 545 | $51.8M | $0 | $0 |
| Plan Professionals, LLC Your 401(k) Plan · all filings | SHREWSBURY, NJ | Other service providers | 7,922 | $46.1M | $41K | $0 |
| V. Suarez & Co. Inc. V. Suarez & Co., Inc. Retirement Plan · all filings | SAN JUAN, PR | Recordkeeper | 540 | $44.6M | $0 | $0 |
| Management Solutions, Inc. Management Solutions 401(k) Plan · all filings | GREENWOOD VILLAGE, CO | Other service providers | 1,653 | $44.5M | $37K | $0 |
