PLANCORP
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
13
Active participants
32,932
Total plan assets
$20.4B
Filings (rows)
13
Direct comp
$339K
Indirect comp
$31K
SERVICES PROVIDED
Advisor / Consultant9
Other4
Top plans served
All 13 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $6K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $5K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $5K |
| MILESTONE SERVICES COMPANY, LLC MILESTONE RETIREMENT PLAN | ST. CHARLES, MO | Advisor / Consultant INVESTMENT ADVISOR | 191 | $23.1M | $53K |
| MILESTONE SERVICES COMPANY, LLC MILESTONE RETIREMENT PLAN | SAINT CHARLES, MO | Other NONE | 166 | $20.2M | $35K |
| RIZE HOME LLC RIZE HOME'S 401(K) PLAN | SOLON, OH | Advisor / Consultant INVESTMENT ADVISOR | 96 | $17.2M | $50K |
| STEREOTAXIS, INC. STEREOTAXIS, INC. EMPLOYEES SAVINGS TRUST | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 117 | $16.8M | $40K |
| RIZE HOME LLC RIZE HOME'S 401(K) PLAN | SOLON, OH | Advisor / Consultant INVESTMENT ADVISOR | 138 | $15.8M | $22K |
| STEREOTAXIS, INC. STEREOTAXIS, INC. EMPLOYEES SAVINGS TRUST | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 98 | $15.2M | $37K |
| FREDMAN BROTHERS FURNITURE CO., INC. FREDMAN BROTHERS FURNITURE CO., INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST | COLLINSVILLE, IL | Advisor / Consultant INVESTMENT ADVISOR | 86 | $15.1M | $49K |
| STEREOTAXIS, INC. STEREOTAXIS, INC. EMPLOYEES SAVINGS TRUST | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 101 | $14.5M | $6K |
| POETTKER CONSTRUCTION COMPANY POETTKER CONSTRUCTION COMPANY PROFIT SHARING PLAN | BREESE, IL | Advisor / Consultant INVESTMENT ADVISOR | 137 | $13.4M | $14K |
| FREDMAN BROTHERS FURNITURE CO., INC. FREDMAN BROTHERS FURNITURE CO., INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST | COLLINSVILLE, IL | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $18K |