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 |
|---|---|---|---|---|---|---|
| R.a Jones & Co. Coesia North America 401(k) Retirement Savings Plan · all filings | RICHMOND, VA | Other service providers | 910 | $213.9M | $169K | $76K |
| R.a Jones & Co. Coesia North America 401(k) Retirement Savings Plan · all filings | RICHMOND, VA | Other service providers | 936 | $191.3M | $134K | $59K |
| Rumpke Consolidated Companies, Inc. Rumpke 401(k) Retirement Plan · all filings | CINCINNATI, OH | Other service providers | 3,628 | $173.3M | $403K | $512 |
| R.a Jones & Co. Coesia North America 401(k) Retirement Savings Plan · all filings | RICHMOND, VA | Other service providers | 848 | $169.0M | $145K | $63K |
| Rumpke Consolidated Companies, Inc. Rumpke 401(k) Retirement Plan · all filings | CINCINNATI, OH | Other service providers | 3,531 | $148.7M | $342K | $439 |
| Rumpke Consolidated Companies, Inc. Rumpke 401(k) Retirement Plan · all filings | CINCINNATI, OH | Other service providers | 3,331 | $119.5M | $319K | $456 |
| Fischer Management, LLC Fischer Homes 401(k) Profit Plus Plan and Trust · all filings | ERLANGER, KY | Other service providers | 869 | $94.7M | $37K | $0 |
| Johnson Investment Counsel, Inc. Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan · all filings | CINCINNATI, OH | Other service providers | 150 | $88.1M | $22K | $0 |
| Ultimus Fund Solutions, LLC Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan · all filings | CINCINNATI, OH | Other service providers | 1,025 | $87.0M | $59K | $0 |
| Imperial Optical Midco Inc. Keplr Vision 401(k) Plan · all filings | BLOOMINGTON, IL | Other service providers | 2,840 | $83.0M | $328K | $0 |
| Fischer Management, LLC Fischer Homes 401(k) Profit Plus Plan and Trust · all filings | ERLANGER, KY | Other service providers | 808 | $78.8M | $31K | $0 |
| Johnson Investment Counsel, Inc. Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan · all filings | CINCINNATI, OH | Other service providers | 145 | $76.7M | $16K | $0 |
| Rumpke Consolidated Companies, Inc. The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan · all filings | CINCINNATI, OH | Other service providers | 561 | $74.1M | $5K | $17K |
| Ultimus Fund Solutions, LLC Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan · all filings | CINCINNATI, OH | Other service providers | 928 | $71.3M | $56K | $0 |
| Imperial Optical Midco Inc. Keplr Vision 401(k) Plan · all filings | BLOOMINGTON, IL | Other service providers | 3,052 | $69.1M | $245K | $0 |
| Fischer Management, LLC Fischer Homes 401(k) Profit Plus Plan and Trust · all filings | ERLANGER, KY | Other service providers | 760 | $68.3M | $12K | $0 |
| Johnson Investment Counsel, Inc. Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan · all filings | CINCINNATI, OH | Other service providers | 141 | $62.5M | $16K | $0 |
| Rumpke Consolidated Companies, Inc. The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan · all filings | CINCINNATI, OH | Other service providers | 616 | $61.0M | $5K | $15K |
| Fund Evaluation Group, LLC Fund Evaluation Group, LLC 401(k) Profit Sharing Plan · all filings | CINCINNATI, OH | Other service providers | 138 | $57.1M | $3K | $6K |
| Ultimus Fund Solutions, LLC Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan · all filings | CINCINNATI, OH | Other service providers | 787 | $55.4M | $50K | $0 |
| Fund Evaluation Group, LLC Fund Evaluation Group, LLC 401(k) Profit Sharing Plan · all filings | CINCINNATI, OH | Other service providers | 135 | $52.8M | $3K | $7K |
| Imperial Optical Midco Inc. Keplr Vision 401(k) Plan · all filings | BLOOMINGTON, IL | Other service providers | 2,829 | $50.2M | $216K | $0 |
| Towne Properties Asset Management Company, Inc. Towne Retirement 401(k) Plan · all filings | CINCINNATI, OH | Other service providers | 690 | $46.0M | $114K | $0 |
| Fund Evaluation Group, LLC Fund Evaluation Group, LLC 401(k) Profit Sharing Plan · all filings | CINCINNATI, OH | Other service providers | 133 | $44.9M | $3K | $7K |
| Union Savings Bank Union Savings Bank 401(k) Plan · all filings | CINCINNATI, OH | Other service providers | 523 | $44.5M | $47K | $14K |
