PFG ADVISORS
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
40
Active participants
81,511
Total plan assets
$21.2B
Filings (rows)
41
Direct comp
$803K
Indirect comp
$44K
SERVICES PROVIDED
Other23
Advisor / Consultant18
Top plans served
Showing top 41 of 40 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $14K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $13K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $13K |
| PLAN PROFESSIONALS, LLC OPEN PEP | SHREWSBURY, NJ | Other SERVICE PROVIDER | 18,762 | $355.0M | $11K |
| PLAN PROFESSIONALS, LLC OPEN PEP | SHREWSBURY, NJ | Other SERVICE PROVIDER | 15,836 | $268.7M | $695 |
| EPS GROUP, INC. EPS GROUP 401(K) PLAN | MESA, AZ | Other INVESTMENT/FINANCIAL ADVI | 272 | $26.9M | $56K |
| AZTEC ENGINEERING GROUP, INC. AZTEC ENGINEERING GROUP, INC. 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Other INVESTMENT/FINANCIAL ADVI | 188 | $25.1M | $48K |
| AZTEC ENGINEERING GROUP, INC. AZTEC ENGINEERING GROUP, INC. 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Other INVESTMENT/FINANCIAL ADVI | 167 | $21.6M | $35K |
| EPS GROUP, INC. EPS GROUP 401(K) PLAN | MESA, AZ | Other INVESTMENT/FINANCIAL ADVI | 234 | $20.2M | $41K |
| D.P. ELECTRIC, INC. D.P. ELECTRIC, INC. 401(K) PLAN | TEMPE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 583 | $19.0M | $38K |
| ETRAILER CORPORATION ETRAILER CORPORATION EMPLOYEE PROFIT SHARING PLAN & TRUST | WENTZVILLE, MO | Advisor / Consultant INVESTMENT ADVISOR | 352 | $17.4M | $23K |
| STRONGMIND, INC. STRONGMIND, INC. 401(K) PLAN | CHANDLER, AZ | Other REGISTERED INVESTMENT AD | 546 | $17.1M | $19K |
| STRONGMIND, INC. STRONGMIND, INC. 401(K) PLAN | CHANDLER, AZ | Advisor / Consultant INVESTMENT ADVISOR | 546 | $17.1M | $17K |
| QUECHAN INDIAN TRIBE QUECHAN INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN | WINTERHAVEN, CA | Other RETAINED BY EMPLOYER | 930 | $16.4M | $47K |
| STRONGMIND, INC. STRONGMIND, INC. 401(K) PLAN | CHANDLER, AZ | Other REGISTERED INVESTMENT ADV | 521 | $14.8M | $33K |
| QUECHAN INDIAN TRIBE QUECHAN INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN | WINTERHAVEN, CA | Other RETAINED BY EMPLOYER | 878 | $13.9M | $30K |
| D.P. ELECTRIC, INC. D.P. ELECTRIC, INC. 401(K) PLAN | TEMPE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 456 | $13.7M | $26K |
| OPEN LOOP ENERGY, INC. OPEN LOOP ENERGY, INC. RETIREMENT SAVINGS PLAN | SAFFORD, AZ | Other INVESTMENT/FINANCIAL ADVI | 166 | $9.1M | $29K |
| ACOMA BUSINESS ENTERPRISES ACOMA BUSINESS ENTERPRISES 401(K) PLAN | ACOMA, NM | Advisor / Consultant INVESTMENT ADVISOR | 282 | $8.4M | $30K |
| PARKS & SONS OF SUN CITY, INC. PARKS & SONS OF SUN CITY, INC. 401(K) PLAN | YOUNGTOWN, AZ | Advisor / Consultant RIA | 143 | $7.8M | $22K |
| ACOMA BUSINESS ENTERPRISES ACOMA BUSINESS ENTERPRISES 401(K) PLAN | ACOMA, NM | Advisor / Consultant INVESTMENT ADVISOR | 279 | $7.4M | $22K |
| OPEN LOOP ENERGY, INC. OPEN LOOP ENERGY, INC. RETIREMENT SAVINGS PLAN | SAFFORD, AZ | Other INVESTMENT/FINANCIAL ADVI | 183 | $7.1M | $20K |
| FRONTIER EMPLOYEECO, LLC FRONTIER WASTE SOLUTIONS 401K PLAN | DALLAS, TX | Other SERVICE PROVIDER | 500 | $7.1M | $0 |
| PARKS & SONS OF SUN CITY, INC. PARKS & SONS OF SUN CITY, INC. 401(K) PLAN | YOUNGTOWN, AZ | Advisor / Consultant RIA | 137 | $6.7M | $18K |
| OUTLIER, LLC PORTFOLIO RETIREMENT PLAN | PHOENIX, AZ | Other INVESTMENT/FINANCIAL ADVI | 352 | $6.3M | $22K |
| TRAX HOLDINGS, INC TRAX HOLDINGS, INC 401(K) PLAN | IRVING, TX | Other INVESTMENT/FINANCIAL ADVI | 67 | $5.7M | $14K |
| TRAX HOLDINGS, INC TRAX HOLDINGS, INC 401(K) PLAN | IRVING, TX | Other INVESTMENT/FINANCIAL ADVI | 77 | $5.4M | $23K |
| HOUCHIN COMMUNITY BLOOD BANK HOUCHIN COMMUNITY BLOOD BANK 403(B) RETIREMENT PLAN | BAKERSFIELD, CA | Advisor / Consultant ADVISORY | 98 | $4.8M | $0 |
| OUTLIER, LLC PORTFOLIO RETIREMENT PLAN | PHOENIX, AZ | Other INVESTMENT/FINANCIAL ADVI | 325 | $4.6M | $16K |
| FRONTIER EMPLOYEECO, LLC FRONTIER WASTE SOLUTIONS 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 419 | $4.6M | $17K |
| AGATE, INC. AGATE, INC. 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant RIA | 74 | $4.2M | $15K |
| SHONTO GOVERNING BOARD OF EDUCATION, INC. SPS RETIREMENT PLAN | SHONTO, AZ | Advisor / Consultant RIA | 152 | $3.8M | $28K |
| AGATE, INC. AGATE, INC. 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant RIA | 170 | $3.5M | $13K |
| SHONTO GOVERNING BOARD OF EDUCATION, INC. SPS RETIREMENT PLAN | SHONTO, AZ | Advisor / Consultant RIA | 161 | $3.4M | $13K |
| HOUCHIN COMMUNITY BLOOD BANK HOUCHIN COMMUNITY BLOOD BANK MONEY PURCHASE PLAN | BAKERSFIELD, CA | Other SERVICE PROVIDER | 63 | $2.7M | $0 |
| MANY FARMS COMMUNITY SCHOOL, INC. MANY FARMS COMMUNITY SCHOOL 401(K) PLAN | MANY FARMS, AZ | Advisor / Consultant RIA | 108 | $2.6M | $14K |
| MANY FARMS COMMUNITY SCHOOL, INC. MANY FARMS COMMUNITY SCHOOL 401(K) PLAN | MANY FARMS, AZ | Advisor / Consultant RIA | 115 | $2.2M | $5K |
| COAL BRICK OVEN PIZZERIA, INC. COAL BRICK OVEN PIZZERIA, INC. 401(K) PLAN | SCOTTSDALE, AZ | Other SERVICE PROVIDER | 2,512 | $2.0M | $0 |
| SQUARE ONE CONCEPTS, INC. SQUARE ONE CONCEPTS, INC. 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant RIA | 550 | $1.8M | $10K |
| COAL BRICK OVEN PIZZERIA, INC. COAL BRICK OVEN PIZZERIA, INC. 401(K) PLAN | SCOTTSDALE, AZ | Other SERVICE PROVIDER | 2,633 | $1.7M | $0 |
| SQUARE ONE CONCEPTS, INC. SQUARE ONE CONCEPTS, INC. 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant RIA | 418 | $867K | $3K |