PATRIOT FINANCIAL
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
68
Active participants
87,748
Total plan assets
$21.2B
Filings (rows)
68
Direct comp
$7.2M
Indirect comp
$4.3M
Aggregating 12 name variants under "PATRIOT FINANCIAL"
PATRIOT FINANCIAL GROUP30PATRIOT FINANCIAL PARTNERS9PATRIOT FINANCIAL GROUP INSURAN7PATRIOT FINANCIAL6PATRIOT FINANCIAL PARTNERS IV3PATRIOT FINANCIAL MANAGER3PATRIOT FINANCIAL PARTNERS L P3PATRIOT FINANCIAL GROUP INS2PATRIOT FINANCIAL GROUP INS AG2PATRIOT FINANCIAL GRP INS AGENY1PATRIOT FINANCIAL GRP INS AGENC1PATRIOT FINANCIAL GROUP INS AGE1
SERVICES PROVIDED
Advisor / Consultant33
Other33
Broker2
Top plans served
All 68 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 23,089 | $5.4B | $5K |
| BOARD OF ADMINISTRATION, CARPENTERS PENSION AND AN- CARPENTERS PENSION AND ANNUITY PLAN OF PHILADELPHIA AND VICINITY | PHILADELPHIA, PA | Other NONE | 11,775 | $4.2B | $0 |
| LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND | PHILADELPHIA, PA | Other NONE | 2,817 | $1.2B | $759K |
| LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND | PHILADELPHIA, PA | Other NONE | 2,881 | $1.2B | $752K |
| LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND | PHILADELPHIA, PA | Other NONE | 2,881 | $1.1B | $839K |
| INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other NONE | 2,822 | $1.1B | $0 |
| INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other NONE | 2,918 | $1.0B | $0 |
| INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other NONE | 2,911 | $956.3M | $0 |
| BOARD OF TRUSTEES LOCAL 351 PENSION FUND LOCAL 351 IBEW PENSION PLAN | WEST TRENTON, NJ | Other NONE | 1,581 | $542.2M | $850K |
| BOARD OF TRUSTEES LOCAL 351 PENSION FUND LOCAL 351 IBEW PENSION PLAN | WEST TRENTON, NJ | Other NONE | 1,949 | $503.3M | $911K |
| BOARD OF TRUSTEES LOCAL 351 PENSION FUND LOCAL 351 IBEW PENSION PLAN | WEST TRENTON, NJ | Other NONE | 2,003 | $450.3M | $783K |
| IRON WORKERS DISTRICT COUNCIL PHILA VICINITY RETIREMENT AND PENSION IRON WORKERS PENSION PLAN | SPRINGFIELD, NJ | Other NONE | 1,532 | $443.2M | $599K |
| IRON WORKERS DISTRICT COUNCIL PHILA VICINITY RETIREMENT AND PENSION IRON WORKERS PENSION PLAN | SPRINGFIELD, NJ | Other NONE | 1,509 | $397.7M | $141K |
| IRONWORKERS LOCAL 11 PENSION FUND BOARD OF TRUSTEES IRONWORKERS LOCAL 11 PENSION FUND | SPRINGFIELD, NJ | Other NONE | 1,148 | $376.0M | $109K |
| IRONWORKERS LOCAL 11 PENSION FUND BOARD OF TRUSTEES IRONWORKERS LOCAL 11 PENSION FUND | SPRINGFIELD, NJ | Other NONE | 1,159 | $365.2M | $127K |
| LABORERS LOCAL UNION NO. 158 PENSION FUND LABORERS LOCAL UNION NO. 158 PENSION PLAN | HARRISBURG, PA | Other NONE | 1,133 | $247.3M | $56K |
| LABORERS LOCAL UNION NO. 158 PENSION FUND LABORERS LOCAL UNION NO. 158 PENSION PLAN | HARRISBURG, PA | Other NONE | 1,558 | $232.6M | $56K |
| LABORERS LOCAL UNION NO. 158 PENSION FUND LABORERS LOCAL UNION NO. 158 PENSION PLAN | HARRISBURG, PA | Other NONE | 1,166 | $215.9M | $68K |
| JOINT BOARD OF TRUSTEES ROOFERS LOCAL UNION 30 ROOFERS UNION LOCAL 30 COMBINED PENSION FUND | TROY, MI | Other NONE | 787 | $171.3M | $196K |
| JOINT BOARD OF TRUSTEES ROOFERS LOCAL UNION 30 ROOFERS UNION LOCAL 30 COMBINED PENSION FUND | TROY, MI | Other NONE | 759 | $156.9M | $49K |
| JOINT BOARD OF TRUSTEES ROOFERS LOCAL UNION 30 ROOFERS UNION LOCAL 30 COMBINED PENSION FUND | TROY, MI | Other NONE | 769 | $141.9M | $38K |
| AWI HOLDINGS, LLC AUTO-WARES GROUP 401K SAVINGS PLAN | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISORY | 2,075 | $61.8M | $0 |
| AWI HOLDINGS, LLC AUTO-WARES GROUP 401K SAVINGS PLAN | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISORY | 2,029 | $55.9M | $0 |
| RACE WINNING BRANDS, INC. RACE WINNING BRANDS, INC. EMPLOYEES' 401(K) PLAN | MENTOR, OH | Advisor / Consultant INVESTMENT ADVISORY | 876 | $42.9M | $70K |
| AVITA DRUGS, LLC AVITA 401(K) PROFIT SHARING PLAN | BATON ROUGE, LA | Advisor / Consultant INVESTMENT ADVISORY | 563 | $41.6M | $46K |
| VECTOR RESOURCES, INC. VECTOR RESOURCES, INC. 401(K) PLAN | TORRANCE, CA | Advisor / Consultant INVESTMENT ADVISOR | 296 | $38.8M | $45K |
| VECTOR RESOURCES, INC. VECTOR RESOURCES, INC. 401(K) PLAN | TORRANCE, CA | Advisor / Consultant INVESTMENT ADVISOR | 305 | $37.4M | $37K |
| RACE WINNING BRANDS, INC. RACE WINNING BRANDS, INC. EMPLOYEES' 401(K) PLAN | MENTOR, OH | Advisor / Consultant INVESTMENT ADVISORY | 972 | $36.6M | $62K |
| LONG'S DRUGSTORES OF SC INC. AVITA 401(K) PROFIT SHARING PLAN AND TRUST | BATON ROUGE, LA | Advisor / Consultant INVESTMENT ADVISORY | 593 | $35.2M | $36K |
| MARCOLIN U.S.A. EYEWEAR CORP. MARCOLIN U.S.A. EYEWEAR CORP. 401(K) PLAN | SOMERVILLE, NJ | Other RETAINED BY PLAN SPONSOR | 295 | $27.8M | $22K |
| DYMAX CORPORATION DYMAX CORPORATION 401(K) PLAN | TORRINGTON, CT | Other INVESTMENT ADVIOSR | 284 | $27.3M | $37K |
| OKAY INDUSTRIES, INC. OKAY INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | NEW BRITAIN, CT | Broker BROKER | 276 | $26.5M | $25K |
| OKAY INDUSTRIES, INC. OKAY INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | NEW BRITAIN, CT | Broker BROKER | 277 | $24.7M | $2K |
| AVNA INC. AVNA INC. PROFIT SHARING/401(K) RETIREMENT PLAN | NEW BRITAIN, CT | Advisor / Consultant INVESTMENT ADVISOR | 249 | $24.5M | $25K |
| MARCOLIN U.S.A. EYEWEAR CORP. MARCOLIN U.S.A. EYEWEAR CORP. 401(K) PLAN | SOMERVILLE, NJ | Other RETAINED BY PLAN SPONSOR | 298 | $24.0M | $14K |
| DYMAX CORPORATION DYMAX CORPORATION 401(K) PLAN | TORRINGTON, CT | Other NONE | 290 | $22.3M | $28K |
| BESTOP, INC. BESTOP, INC. 401(K) RETIREMENT PLAN | LOUISVILLE, CO | Advisor / Consultant INVESTMENT ADVISORY | 208 | $19.4M | $0 |
| BESTOP, INC. BESTOP, INC. 401(K) RETIREMENT PLAN | WESTMINSTER, CO | Advisor / Consultant INVESTMENT ADVISORY | 215 | $19.2M | $0 |
| MERSINO DEWATERING, LLC MERSINO DEWATERING, LLC 401(K) PLAN | DAVISON, MI | Advisor / Consultant ADVISOR | 510 | $16.6M | $29K |
| THE PRESERVATION SOCIETY OF NEWPORT COUNTY THE PRESERVATION SOCIETY OF NEWPORT COUNTY RETIREMENT SAVINGS PLAN | NEWPORT, RI | Advisor / Consultant INVESTMENT ADVISOR | 237 | $15.1M | $23K |
| MERSINO DEWATERING, LLC MERSINO DEWATERING, LLC 401(K) PLAN | DAVISON, MI | Advisor / Consultant ADVISOR | 395 | $13.7M | $11K |
| THE PRESERVATION SOCIETY OF NEWPORT COUNTY THE PRES. SOC. OF NEWPORT CTY. RET. SAVINGS PL. | NEWPORT, RI | Advisor / Consultant INVESTMENT ADVISOR | 216 | $13.3M | $21K |
| COGSTATE, INC. COGSTATE, INC. 401(K) PLAN | NEW HAVEN, CT | Other INVESTMENT MGMT | 108 | $11.9M | $32K |
| LEONARD ALUMINUM UTILITY BLDGS LEONARD ALUMINUM UTILITY BLDGS LLC, RET PLAN | MOUNT AIRY, NC | Other NONE | 783 | $11.1M | $24K |
| MARRAKECH, INC. MARRAKECH, INC 401(K) AND PROFIT SHARING PLAN | WOODBRIDGE, CT | Other NONE | 659 | $10.6M | $19K |
| LEONARD ALUMINUM UTILITY BLDGS LEONARD ALUMINUM UTILITY BLDGS LLC, RET PLAN | MOUNT AIRY, NC | Other NONE | 873 | $10.3M | $17K |
| COGSTATE, INC. COGSTATE, INC. 401(K) PLAN | NEW HAVEN, CT | Other INVESTMENT MGMT | 117 | $9.9M | $19K |
| ALTEK ELECTRONICS, INC. ALTEK COMPANY EMPLOYEES SAVINGS TRUST | TORRINGTON, CT | Advisor / Consultant INVESTMENT ADVISOR | 162 | $9.5M | $19K |
| ALTEK ELECTRONICS, INC. ALTEK COMPANY EMPLOYEES SAVINGS TRUST | TORRINGTON, CT | Advisor / Consultant INVESTMENT ADVISOR | 139 | $9.0M | $15K |
| D2G GROUP, LLC D2G GROUP, LLC 401(K) PLAN | FALL RIVER, MA | Other SERVICE PROVIDER | 169 | $8.4M | $6K |
| CALISE & SONS BAKERY, INC. CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN | LINCOLN, RI | Advisor / Consultant INVESTMENT ADVISOR | 289 | $7.4M | $13K |
| ALTEK ELECTRONICS, INC. ALTEK COMPANY EMPLOYEES SAVINGS TRUST | TORRINGTON, CT | Advisor / Consultant INVESTMENT ADVISOR | 142 | $7.3M | $2K |
| CALISE & SONS BAKERY, INC. CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN | LINCOLN, RI | Advisor / Consultant INVESTMENT ADVISOR | 299 | $6.8M | $11K |
| BCI, INC. 401(K) PROFIT SHARING PLAN BCI, INC. 401(K) PROFIT SHARING PLAN | WINDSOR, CT | Advisor / Consultant INVESTMENT ADVISORY - PL | 152 | $6.5M | $18K |
| REGIONAL HOSPICE & HOME CARE OF WESTERN CT, INC. DBA REGIONAL HOSPICE REGIONAL HOSPICE & HOME CARE 401(K) PROFIT SHARING PLAN & TRUST | DANBURY, CT | Advisor / Consultant INVESTMENT ADVISOR | 137 | $6.5M | $9K |
| APPLE VALLEY WASTE SERVICES, INC. AVW-GME 401(K) PLAN | KEARNEYSVILLE, WV | Other | 253 | $5.9M | $4K |
| D2G GROUP, LLC D2G GROUP, LLC 401(K) PLAN | FALL RIVER, MA | Other SERVICE PROVIDER | 228 | $5.7M | $17K |
| LIFEWAY MOBILITY HOLDINGS, LLC LIFEWAY MOBILITY 401(K) PLAN | HARTFORD, CT | Advisor / Consultant ADVISOR | 274 | $5.6M | $10K |
| REGIONAL HOSPICE & HOME CARE OF WESTERN CT, INC. DBA REGIONAL HOSPICE REGIONAL HOSPICE & HOME CARE 401(K) PROFIT SHARING PLAN & TRUST | DANBURY, CT | Advisor / Consultant INVESTMENT ADVISOR | 130 | $5.5M | $9K |
| REGIONAL HOSPICE & HOME CARE OF WESTERN CT, INC. DBA REGIONAL HOSPICE REGIONAL HOSPICE & HOME CARE 401(K) PROFIT SHARING PLAN & TRUST | DANBURY, CT | Advisor / Consultant INVESTMENT ADVISOR | 124 | $5.2M | $1K |
| ROM TECHNOLOGIES, INC. ROM TECHNOLOGIES, INC. RETIREMENT PLAN | BROOKFIELD, CT | Advisor / Consultant ADVISOR | 458 | $5.0M | $9K |
| THE BRIDGE FAMILY CENTER, INC. THE BRIDGE FAMILY CENTER, INC. 403(B) PLAN | WEST HARTFORD, CT | Advisor / Consultant INVESTMENT ADVISOR | 142 | $4.1M | $8K |
| IRA GREEN INC IRA GREEN INC 401 (K) PROFIT SHARING PLAN & TRUST | PROVIDENCE, RI | Advisor / Consultant ADVISOR | 204 | $3.9M | $14K |
| IRA GREEN INC IRA GREEN INC 401(K) PROFIT SHARING PLAN & TRUST | PROVIDENCE, RI | Advisor / Consultant ADVISOR | 129 | $3.1M | $11K |
| IRA GREEN INC IRA GREEN INC 401(K) PROFIT SHARING PLAN & TRUST | PROVIDENCE, RI | Advisor / Consultant ADVISOR | 230 | $3.0M | $13K |
| ICES, INC. ICES, INC. / CONNECTICUT TRANSPORTATION SOLUTIONS, LLC 401(K) PLAN | NAUGATUCK, CT | Advisor / Consultant INVESTMENT ADVISORY | 342 | $2.7M | — |
| MARCH, INC. OF MANCHESTER MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY PLAN | MANCHESTER, CT | Advisor / Consultant ADVISOR | 137 | $1.5M | $5K |
| INTERGULF CORPORATION CIRCON ENVIRONMENTAL 401(K) PROFIT SHARING PLAN | LA PORTE, TX | Advisor / Consultant INVESTMENT ADVISOR | 462 | $13K | $42K |