PATRIOT GROWTH
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
55
Active participants
87,714
Total plan assets
$2.3B
Filings (rows)
61
Direct comp
$2.0M
Indirect comp
$28K
Aggregating 8 name variants under "PATRIOT GROWTH"
SERVICES PROVIDED
Other40
Broker15
Top plans served
Showing top 61 of 55 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN | SAN JOSE, CA | Other NONE | 1,058 | $677.7M | $18K |
| SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN | SAN JOSE, CA | Other NONE | 1,088 | $600.2M | $15K |
| SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN | SAN JOSE, CA | Other NONE | 1,325 | $514.4M | $18K |
| BOARD OF TRUSTEES, IBEW/NECA SOUND AND COMMUNICATIONS IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN | SAN JOSE, CA | Other NONE | 3,014 | $89.2M | $48K |
| BOARD OF TRUSTEES, SAN MATEO ELECTRICAL WORKERS HEALTH PLAN SAN MATEO ELECTRICAL WORKERS HEALTH PLAN | SAN JOSE, CA | Other NONE | 974 | $82.8M | $65K |
| BOARD OF TRUSTEES OF EAST BAY DRAYAGE DRIVERS SECURITY FUND EAST BAY DRAYAGE DRIVERS SECURITY FUND | PLEASANT HILL, CA | Other NONE | 2,751 | $71.5M | $124K |
| BOARD OF TRUSTEES OF EAST BAY DRAYAGE DRIVERS SECURITY FUND EAST BAY DRAYAGE DRIVERS SECURITY FUND | PLEASANT HILL, CA | Other NONE | 2,677 | $70.5M | $63K |
| BOARD OF TRUSTEES, SOUTH BAY HOTEL EMPLOYEES RESTAURANT EE WELFARE FUN SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND | SEATTLE, WA | Other NONE | 2,323 | $53.0M | $66K |
| BOARD OF TRUSTEES, SOUTH BAY HOTEL EMPLOYEES RESTAURANT EE WELFARE FUN SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND | SEATTLE, WA | Other NONE | 2,045 | $50.2M | $72K |
| BOARD OF TRUSTEES, SOUTH BAY HOTEL EMPLOYEES RESTAURANT EE WELFARE FUN SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND | SEATTLE, WA | Other NONE | 1,921 | $45.7M | $66K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | SACRAMENTO, CA | Other NONE | 5,806 | $33.6M | $14K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | BURLINGAME, CA | Other NONE | 5,694 | $31.8M | $13K |
| BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE | WALLINGFORD, CT | Other NONE | 49,304 | $10.0M | $8K |
| VIGILANT MANUFACTURERS TRUST OF ARIZONA VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN | MUKILTEO, WA | Other NONE | 355 | $71K | $9K |
| VIGILANT MANUFACTURERS TRUST OF ARIZONA VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN | MUKILTEO, WA | Broker INSURANCE BROKER | 317 | $59K | $10K |
| VIGILANT MANUFACTURERS TRUST OF ARIZONA VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN | MUKILTEO, WA | Other NONE | 314 | $36K | $9K |
| ATLANTA HEART SPECIALISTS ATLANTA HEART SPECIALISTS WELFARE BENEFIT PLAN | TUCKER, GA | Broker BROKER | 255 | — | $47K |
| F. KORBEL AND BROS, INC. F. KORBEL AND BROS, INC. HEALTH & WELFARE BENEFIT PLAN | GUERNEVILLE, CA | Other ADMINISTRATOR | 309 | — | $4K |
| ACORE CAPITAL MORTGAGE, LP ACORE CAPITAL MORTGAGE, LP HEALTH & WELFARE BENEFIT PLAN | LARKSPUR, CA | Other ADMINISTRATOR | 129 | — | $125K |
| F. KORBEL AND BROS, INC. F. KORBEL AND BROS, INC. HEALTH & WELFARE BENEFIT PLAN | GUERNEVILLE, CA | Other ADMINISTRATOR | 309 | — | $12K |
| F. KORBEL AND BROS, INC. F. KORBEL AND BROS, INC. HEALTH & WELFARE BENEFIT PLAN | GUERNEVILLE, CA | Other ADMINISTRATOR | 300 | — | $37K |
| JEFFERSON COMMUNITY HEALTH CENTER JEFFERSON COMMUNITY HEALTH CENTER EMPLOYEE BENEFIT PLAN | FAIRBURY, NE | Broker BROKER | 165 | — | $24K |
| SAN FRANCISCO FOOD BANK SAN FRANCISCO FOOD BANK BENEFIT PLAN | SAN FRANCISCO, CA | Other ADMINISTRAORS | 222 | — | $23K |
| THE AMBASSADOR HOLDING COMPANY THE AMBASSADOR HOLDING CO GROUP DENTAL PLAN | NEBRASKA CITY, NE | Broker BROKER | 0 | — | $3K |
| RED RIVER MANAGEMENT LLC & SACATE PELLET MILLS INC RED RIVER MANAGEMENT LLC & SACATE PELLET MILLS INC WRAP BENEFIT PLAN | TEMPE, AZ | Broker BROKER | 147 | — | $33K |
| ATLANTA HEART SPECIALISTS ATLANTA HEART SPECIALISTS WELFARE BENEFIT PLAN | TUCKER, GA | Broker BROKER | 263 | — | $30K |
| ATLANTA HEART SPECIALISTS ATLANTA HEART SPECIALISTS WELFARE BENEFIT PLAN | TUCKER, GA | Broker BROKER | 263 | — | $7K |
| METRO CU FEDERAL CREDIT UNION METRO CU FEDERAL CREDIT UNION WELFARE BENEFIT PLAN | OMAHA, NE | Broker INSURANCE BROKER | 112 | — | $31K |
| METRO CU FEDERAL CREDIT UNION METRO CU FEDERAL CREDIT UNION WELFARE BENEFIT PLAN | OMAHA, NE | Other | 105 | — | $26K |
| SAN FRANCISCO FOOD BANK SAN FRANCISCO FOOD BANK BENEFIT PLAN | SAN FRANCISCO, CA | Other ADMINISTRAORS | 256 | — | $59K |
| SAN FRANCISCO FOOD BANK SAN FRANCISCO FOOD BANK BENEFIT PLAN | SAN FRANCISCO, CA | Other ADMINISTRAORS | 244 | — | — |
| F. KORBEL AND BROS, INC. F. KORBEL AND BROS, INC. HEALTH & WELFARE BENEFIT PLAN | GUERNEVILLE, CA | Other ADMINISTRATOR | 300 | — | $36K |
| JEFFERSON COMMUNITY HEALTH CENTER JEFFERSON COMMUNITY HEALTH & LIFE WELFARE BENEFIT PLAN | FAIRBURY, NE | Broker BROKER | 152 | — | $12K |
| MARYVILLE, INC. MARYVILLE, INC. HEALTH & WELFARE PLAN | TURNERSVILLE, NJ | Broker BROKER | 120 | — | $12K |
| METRO CU FEDERAL CREDIT UNION METRO CU FEDERAL CREDIT UNION WELFARE BENEFIT PLAN | OMAHA, NE | Broker INSURANCE BROKER | 109 | — | $27K |
| HILLCREST HEALTH SERVICES INC HILLCREST HEALTH SERVICES INC HEALTH AND WELFARE BENEFITS PLAN | BELLEVUE, NE | Broker INSURANCE BROKER | 441 | — | $0 |
| STRAUS FAMILY CREAMERY STRAUS FAMILY CREAMERY HEALTH & WELFARE BENEFITS PLAN | PETALUMA, CA | Other ADMINISTRATOR | 133 | — | $814 |
| ACORE CAPITAL MORTGAGE, LP ACORE CAPITAL MORTGAGE, LP HEALTH & WELFARE BENEFIT PLAN | LARKSPUR, CA | Other ADMINISTRATOR | 129 | — | $133K |
| WILLIS CONSTRUCTION COMPANY, INC. WILLIS CONSTRUCTION COMPANY INC. HEALTH & WELFARE PLAN | SAN JUAN BAUTISTA, CA | Other ADMINISTRATOR | 107 | — | $1K |
| WILLIS CONSTRUCTION COMPANY, INC. WILLIS CONSTRUCTION COMPANY INC. HEALTH & WELFARE PLAN | SAN JUAN BAUTISTA, CA | Other ADMINISTRATOR | 107 | — | $74K |
| ACORE CAPITAL MORGAGE, LP ACORE CAPITAL MORGAGE, LP HEALTH & WELFARE BENEFIT PLAN | LARKSPUR, CA | Other ADMINISTRATOR | 113 | — | $19K |
| MARIN AIRPORTER MARIN AIRPORTER HEALTH & WELFARE BENEFIT PLAN | SAN RAFAEL, CA | Other ADMINISTRATOR | 115 | — | $72K |
| WILLIS CONSTRUCTION COMPANY, INC. WILLIS CONSTRUCTION COMPANY INC. HEALTH & WELFARE PLAN | SAN JUAN BAUTISTA, CA | Other ADMINISTRATOR | 107 | — | $69K |
| CARDIOVASCULAR ASSOCIATES INC CARDIOVASCULAR ASSOCIATES INC BENEFIT PLAN | FRESNO, CA | Other ADMINISTRATOR | 148 | — | $3K |
| CARDIOVASCULAR ASSOCIATES INC CARDIOVASCULAR ASSOCIATES INC BENEFIT PLAN | FRESNO, CA | Other ADMINISTRATOR | 148 | — | $8K |
| MORTON & BASSETT SPICES MORTON & BASSETT SPICES HEALTH & WELFARE BENEFIT PLAN | ROHNERT PARK, CA | Other ADMINISTRATOR | 106 | — | $7K |
| UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. HEALTH AND WELFARE PLAN | PETALUMA, CA | Other ADMINISTRATOR | 189 | — | $6K |
| GRIFFIN CAPITAL COMPANY, LLC GRIFFIN CAPITAL COMPANY, LLC HEALTH & WELFARE BENEFIT PLAN | EL SEGUNDO, CA | Other ADMINISTRATOR | 47 | — | $21K |
| VERASA MANAGEMENT LLC DBA THE WESTIN VERASA NAPA VERASA MANAGEMENT LLC DBA THE WESTIN VERASA NAPA HEALTH & WELFARE BENEFIT PLAN | NAPA, CA | Other ADMINISTRATOR | 71 | — | $41K |
| F. KORBEL AND BROS, INC. F. KORBEL AND BROS, INC. HEALTH & WELFARE BENEFIT PLAN | GUERNEVILLE, CA | Other ADMINISTRATOR | 300 | — | $3K |
| GRIFFIN CAPITAL COMPANY, LLC GRIFFIN CAPITAL COMPANY, LLC HEALTH & WELFARE BENEFIT PLAN | EL SEGUNDO, CA | Other ADMINISTRATOR | 156 | — | $77K |
| SWORDS TO PLOWSHARES SWORDS TO PLOWSHARES HEALTH & WELFARE PLAN | SAN FRANCISCO, CA | Other ADMINISTRATOR | 174 | — | $21K |
| STRAUS FAMILY CREAMERY STRAUS FAMILY CREAMERY HEALTH & WELFARE BENEFITS PLAN | PETALUMA, CA | Other ADMINISTRATOR | 139 | — | $57K |
| UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. HEALTH AND WELFARE PLAN | PETALUMA, CA | Other ADMINISTRATORS | 189 | — | $50K |
| UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. HEALTH AND WELFARE PLAN | PETALUMA, CA | Other ADMINISTRATORS | 189 | — | $45K |
| ROSENBERGER NORTH AMERICA AKRON, LLC ROSENBERGER USA CORP. HEALTH AND WELFARE PLAN | AKRON, PA | Broker BROKER | 177 | — | $59K |
| DOUBLE GOOD DOUBLE GOOD COMPANY WRAP PLAN | BURR RIDGE, IL | Other COMMISSIONS | 196 | — | $13K |
| ATLANTA HEART SPECIALISTS ATLANTA HEART SPECIALISTS WELFARE BENEFIT PLAN | TUCKER, GA | Broker BROKER | 271 | — | $52K |
| COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC COMMUNITY HEALTH CENTERS OF SOUTHESTERN IOWA, INC. HEALTH & WELFARE PLAN | WEST BURLINGTON, IA | Broker AGENT/BROKER | 213 | — | $11K |
| JEFFERSON COMMUNITY HEALTH CENTER JEFFERSON COMMUNITY HEALTH CENTER EMPLOYEE BENEFIT PLAN | FAIRBURY, NE | Broker BROKER | 150 | — | $25K |
| UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. HEALTH AND WELFARE PLAN | PETALUMA, CA | Other ADMINISTRATORS | 189 | — | $5K |