PENSIONMARK SECURITIES
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
33
Active participants
12,976
Total plan assets
$692.0M
Filings (rows)
33
Direct comp
$587K
Indirect comp
$501K
SERVICES PROVIDED
Advisor / Consultant18
Broker8
Other7
Top plans served
All 33 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DESERT SANDS PUBLIC CHARTER, INC. LEARN4LIFE 403(B) PLAN | LANCASTER, CA | Broker BROKER/DEALER | 2,034 | $123.8M | $264K |
| DESERT SANDS PUBLIC CHARTER, INC. LEARN4LIFE 403(B) PLAN | LANCASTER, CA | Broker BROKER/DEALER | 1,893 | $94.7M | $222K |
| PROFESSIONAL CONTRACT SERVICES, INC. PROFESSIONAL CONTRACT SERVICES, INC. RETIREMENT SAVINGS PLAN | AUSTIN, TX | Broker BROKER | 2,033 | $57.8M | $0 |
| PROFESSIONAL CONTRACT SERVICES, INC. PROFESSIONAL CONTRACT SERVICES, INC. RETIREMENT SAVINGS PLAN | AUSTIN, TX | Broker BROKER | 1,519 | $48.9M | $0 |
| SDI TECHNOLOGIES, INC. SDI TECHNOLOGIES, INC. EMPLOYEE 401(K) SAVINGS PLAN | RAHWAY, NJ | Broker BROKER/ADVISER | 123 | $34.9M | $0 |
| DATASTAX, INC. DATASTAX, INC. 401(K) PLAN | SANTA CLARA, CA | Advisor / Consultant ADVISOR | 393 | $34.6M | $0 |
| SDI TECHNOLOGIES, INC. SDI TECHNOLOGIES, INC. EMPLOYEE 401(K) SAVINGS PLAN | RAHWAY, NJ | Broker BROKER/ADVISER | 122 | $33.9M | $0 |
| SDI TECHNOLOGIES, INC. SDI TECHNOLOGIES, INC. EMPLOYEE 401(K) SAVINGS PLAN | RAHWAY, NJ | Advisor / Consultant BROKER/ADVISOR | 139 | $33.1M | $0 |
| E.S. ORIGINALS INC. E.S. ORIGINALS 401K SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant BROKER/ADVISOR | 164 | $20.5M | $0 |
| E.S. ORIGINALS INC. E.S. ORIGINALS 401K SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant BROKER/ADVISOR | 158 | $19.8M | $0 |
| ARSENAL BIOSCIENCES INC. ARSENALBIO 401(K) PLAN | SOUTH SAN FRANCISCO, CA | Other NONE | 259 | $19.2M | $10K |
| NEW ENGLAND LEAD BURNING CO., INC. NEW ENGLAND LEAD BURNING CO., INC. 401(K) SAVINGS PLAN | BURLINGTON, MA | Advisor / Consultant ADVISOR | 131 | $18.2M | $0 |
| OPTIMA TAX RELIEF, LLC OPTIMA TAX RELIEF, LLC 401(K) PROFIT SHARING PLAN | SANTA ANA, CA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 363 | $15.9M | $10K |
| NEW ENGLAND LEAD BURNING CO., INC. NEW ENGLAND LEAD BURNING CO., INC. 401(K) SAVINGS PLAN | BURLINGTON, MA | Advisor / Consultant ADVISOR | 125 | $15.5M | $0 |
| NATIVO, INC. NATIVO, INC. 401(K) PLAN | EL SEGUNDO, CA | Advisor / Consultant ADVISOR | 178 | $14.5M | $0 |
| NEW ENGLAND LEAD BURNING CO., INC. NEW ENGLAND LEAD BURNING CO., INC. 401(K) SAVINGS PLAN | BURLINGTON, MA | Advisor / Consultant ADVISOR | 106 | $12.8M | $0 |
| RLH FIRE PROTECTION RLH FIRE PROTECTION 401(K) PROFIT SHARING PLAN | BAKERSFIELD, CA | Broker BROKER/ADVISER | 202 | $11.2M | $0 |
| CENTRAL DISTRIBUTORS, INC. CENTRAL DISTRIBUTORS, INC. EMPLOYEE SAVINGS PLAN | LEWISTON, ME | Advisor / Consultant INVESTMENT ADVISORY | 113 | $10.9M | $16K |
| CENTRAL DISTRIBUTORS, INC. CENTRAL DISTRIBUTORS, INC. EMPLOYEE SAVINGS PLAN | LEWISTON, ME | Advisor / Consultant INVESTMENT ADVISORY | 142 | $10.4M | $16K |
| RLH FIRE PROTECTION RLH FIRE PROTECTION 401(K) PROFIT SHARING PLAN | BAKERSFIELD, CA | Broker BROKER/ADVISER | 86 | $10.4M | $0 |
| CENTRAL DISTRIBUTORS, INC. CENTRAL DISTRIBUTORS, INC. EMPLOYEE SAVINGS PLAN | LEWISTON, ME | Advisor / Consultant INVESTMENT ADVISORY | 121 | $9.1M | $16K |
| CHW GROUP CHW GROUP 401(K) PROFIT SHARING PLAN & TRUST | EDISON, NJ | Advisor / Consultant ADVISOR | 479 | $6.2M | $12K |
| ABLE INDUSTRIAL, LLC ABLE INDUSTRIAL LLC 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 173 | $6.0M | $0 |
| AMRING WORLDWIDE, INC. A & H EMPLOYEES SAVINGS AND PROTECTION PLAN | JOHNSTON, RI | Other NONE | 69 | $5.4M | $9K |
| ABLE INDUSTRIAL, LLC ABLE INDUSTRIAL LLC 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 264 | $5.1M | $0 |
| CHW GROUP CHW GROUP 401(K) PROFIT SHARING PLAN & TRUST | EDISON, NJ | Advisor / Consultant ADVISOR | 489 | $4.4M | $7K |
| ALL CITY MANAGEMENT SERVICES, INC. ALL CITY MANAGEMENT SERVICES, INC. 401K PLAN | SANTA FE SPRINGS, CA | Other OTHER SERVICES | 338 | $4.1M | $0 |
| ALL CITY MANAGEMENT SERVICES, INC. ALL CITY MANAGEMENT SERVICES, INC. 401K PLAN | SANTA FE SPRINGS, CA | Other OTHER SERVICES | 223 | $3.8M | $0 |
| ABLE INDUSTRIAL, LLC ABLE INDUSTRIAL LLC 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 197 | $3.6M | $0 |
| ALL CITY MANAGEMENT SERVICES, INC. ALL CITY MANAGEMENT SERVICES, INC. 401K PLAN | SANTA FE SPRINGS, CA | Other OTHER SERVICES | 153 | $2.3M | $0 |
| HERITAGE HEALTH CARE, INC.DBA HE HERITAGE /VALLEY /WESTERN 401K RETIREMENT PLAN | LOMA LINDA, CA | Advisor / Consultant ADVISOR | 184 | $1.2M | $0 |
| MYCASE, INC. MYCASE 401(K) PLAN | SAN DIEGO, CA | Other OTHER SERVICES | 3 | $73K | $0 |
| AMRING WORLDWIDE, INC. A & H EMPLOYEES SAVINGS AND PROTECTION PLAN | JOHNSTON, RI | Other NONE | 0 | $0 | $5K |