Click a collective trust to see every plan that holds it.
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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 |
|---|---|---|---|---|---|---|
| American Multispecialty Group DBA ESSE Health ESSE Health Profit Sharing Plan · all filings | ST LOUIS, MO | Other service providers | 803 | $206.5M | $166K | $0 |
| American Multispecialty Group DBA ESSE Health ESSE Health Profit Sharing Plan · all filings | ST LOUIS, MO | Other service providers | 857 | $196.6M | $160K | $0 |
| Advisortrust, Inc. 401(k) Simplified Flexible · all filings | SIOUX FALLS, SD | TPA / Administrator | 5,104 | $157.4M | $107K | $0 |
| Kayne Anderson Capital Advisors, L.P. Kayne Anderson Capital Advisors 401(k) Plan · all filings | LOS ANGELES, CA | TPA / Administrator | 345 | $140.7M | $359K | $0 |
| Jefferson Hospital Association, Inc. Jefferson Hospital Association 401(k) Retirement Savings Plan · all filings | PINE BLUFF, AR | Recordkeeper | 1,517 | $130.1M | $38K | $0 |
| Kayne Anderson Capital Advisors, LP Kayne Anderson Capital Advisors 401(k) Plan · all filings | LOS ANGELES, CA | TPA / Administrator | 330 | $126.8M | $12K | $0 |
| Jefferson Hospital Association, Inc. Jefferson Hospital Association 401(k) Retirement Savings Plan · all filings | PINE BLUFF, AR | Recordkeeper | 1,508 | $117.3M | $150K | $0 |
| St. Bernards Physician Clinics St. Bernards Physician Clinics Inc. Retirement Plan · all filings | JONESBORO, AR | Recordkeeper | 781 | $112.5M | $94K | $0 |
| Kayne Anderson Capital Advisors, LP Kayne Anderson Capital Advisors 401(k) Plan · all filings | LOS ANGELES, CA | TPA / Administrator | 335 | $109.0M | $0 | $0 |
| Jefferson Hospital Association, Inc. Jefferson Hospital Association 401(k) Retirement Savings Plan · all filings | PINE BLUFF, AR | Recordkeeper | 1,511 | $96.9M | $92K | $0 |
| St. Bernards Physician Clinics St. Bernards Physician Clinics Inc. Retirement Plan · all filings | JONESBORO, AR | Recordkeeper | 817 | $89.2M | $70K | $0 |
| Savant Capital, LLC Savant Capital, LLC 401(k) Plan · all filings | ROCKFORD, IL | TPA / Administrator | 570 | $79.3M | $7K | $0 |
| Advisortrust, Inc. 401(k) Simplified Flexible · all filings | SIOUX FALLS, SD | TPA / Administrator | 3,007 | $75.5M | $171K | $0 |
| Clarest Health, LLC AKA Procare LTC Holding, LLC Clarest Health 401(k) Plan · all filings | VIENNA, VA | Recordkeeper | 1,711 | $66.6M | $85K | $0 |
| Central Bank Central Bank 401(k) Profit Sharing Plan · all filings | PROVO, UT | TPA / Administrator | 330 | $63.7M | $11K | $0 |
| Enerfab, Inc. HBH Holdings, Inc. 401(k) · all filings | CINCINNATI, OH | TPA / Administrator | 554 | $56.7M | $111K | $0 |
| SNOW, Christensen, & Martineau SNOW, Christensen, & Martineau 401(k) Profit Sharing Plan · all filings | SALT LAKE CITY, UT | Recordkeeper | 90 | $55.7M | $5K | $0 |
| Savant Capital, LLC Savant Capital, LLC 401(k) Plan · all filings | ROCKFORD, IL | TPA / Administrator | 519 | $55.3M | $9K | $0 |
| Central Bank Central Bank 401(k) Profit Sharing Plan · all filings | PROVO, UT | Other service providers | 316 | $54.7M | $16K | $0 |
| Tully Construction Co., Inc. Tully Group Employee Savings and Protection Plan · all filings | FLUSHING, NY | Recordkeeper | 845 | $53.9M | $324K | $0 |
| Enerfab, Inc. HBH Holdings, Inc. 401(k) · all filings | CINCINNATI, OH | TPA / Administrator | 518 | $49.7M | $118K | $0 |
| Bristol Hospice Bristol Hospice 401(k) Plan · all filings | SALT LAKE CITY, UT | Recordkeeper | 2,600 | $49.2M | $78K | $0 |
| Gross, Mendelsohn & Associates, PA Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan · all filings | BALTIMORE, MD | TPA / Administrator | 133 | $47.5M | $17K | $0 |
| Tully Construction Co., Inc. Tully Group Employee Savings and Protection Plan · all filings | FLUSHING, NY | Recordkeeper | 953 | $46.8M | $172K | $0 |
| Basic Resources, Inc. Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan · all filings | MODESTO, CA | TPA / Administrator | 548 | $45.0M | $202K | $0 |
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| RELIANCE METLIFE SERIES 25053-0 | 3 |
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| BGC10 | 1 |
| BGC06 | 1 |
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| BGC09 | 1 |
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| BGC08 | 1 |
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