PLANNED RETIREMENT
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
69
Active participants
44,021
Total plan assets
$1.2B
Filings (rows)
72
Direct comp
$403K
Indirect comp
$175K
Aggregating 3 name variants under "PLANNED RETIREMENT"
SERVICES PROVIDED
TPA / Administrator56
Recordkeeper8
Advisor / Consultant4
Other2
Top plans served
Showing top 72 of 69 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ATHENA HEALTH CARE ASSOCIATES, INC. ATHENA HEALTH CARE ASSOCIATES, INC. 401K PLAN | FARMINGTON, CT | Advisor / Consultant CONSULTANT | 11,373 | $118.4M | $57K |
| ATHENA HEALTH CARE ASSOCIATES, INC. ATHENA HEALTH CARE ASSOCIATES, INC. 401K PLAN | FARMINGTON, CT | Advisor / Consultant CONSULTANT | 11,562 | $105.7M | $45K |
| PURE FISHING, INC PURE FISHING, INC RETIREMENT PLAN | COLUMBIA, SC | Advisor / Consultant CONSULTANT | 1,312 | $67.2M | $24K |
| COMPUTER DESIGN & INTEGRATION LLC COMPUTER DESIGN & INTEGRATION LLC 401K SAVINGS PLAN | NEW YORK, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 530 | $63.0M | — |
| COMPUTER DESIGN & INTEGRATION LLC COMPUTER DESIGN & INTEGRATION LLC 401K SAVINGS PLAN | NEW YORK, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 530 | $63.0M | $30K |
| COMPUTER DESIGN & INTEGRATION LLC COMPUTER DESIGN & INTEGRATION LLC 401K SAVINGS PLAN | NEW YORK, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 643 | $52.2M | $0 |
| DEXIA HOLDINGS, INC. DEXIA HOLDINGS, INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK, NY | TPA / Administrator CONTRACT ADMIN | 11 | $48.0M | $1K |
| DEXIA HOLDINGS, INC. DEXIA CREDIT LOCAL, NEW YORK BRANCH 401(K) PLAN | NEW YORK, NY | TPA / Administrator CONTRACT ADMIN | 11 | $46.1M | $1K |
| CIPLA USA CIPLA USA 401(K) PLAN | WARREN, NJ | TPA / Administrator THIRD PARTY ADMINISTRATOR | 787 | $44.6M | $16K |
| DEXIA HOLDINGS, INC. DEXIA CREDIT LOCAL, NEW YORK BRANCH 401(K) PLAN | NEW YORK, NY | TPA / Administrator CONTRACT ADMIN | 12 | $42.3M | $1K |
| OMNI OPHTHALMIC MANAGEMENT CONSULTANTS LLC OMNI OPHTHALMIC MANAGEMENT CONSULTANTS 401(K) PROFIT SHARING PLAN | ISELIN, NJ | TPA / Administrator TPA | 431 | $40.0M | $14K |
| ENVIRONMENTAL CONTROL LLC ENVIRONMENTAL CONTROL, LLC. 401(K) PROFIT SHARING PLAN | STRATFORD, CT | Other CONRACT ADMIN | 290 | $37.3M | $5K |
| OMNI OPHTHALMIC MANAGEMENT CONSULTANTS LLC OMNI OPHTHALMIC MANAGEMENT CONSULTANTS 401(K) PROFIT SHARING PLAN | ISELIN, NJ | TPA / Administrator TPA | 394 | $37.2M | — |
| CIPLA USA CIPLA USA 401(K) PLAN | WARREN, NJ | TPA / Administrator THIRD PARTY ADMINISTRATOR | 762 | $35.2M | $11K |
| OMNI OPHTHALMIC MANAGEMENT CONSULTANTS LLC OMNI OPHTHALMIC MANAGEMENT CONSULTANTS 401(K) PROFIT SHARING PLAN | ISELIN, NJ | TPA / Administrator TPA | 403 | $30.6M | — |
| COMPUTER DESIGN & INTEGRATION LLC COMPUTER DESIGN & INTEGRATION LLC 401K SAVINGS PLAN | NEW YORK, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 525 | $29.5M | $0 |
| WITTMANN USA INC.. WITTMANN USA INC. | TORRINGTON, CT | TPA / Administrator CONTRACT ADMIN | 134 | $19.3M | $0 |
| UNIMAC GRAPHICS LLC UNIMAC GRAPHICS 401K PLAN | CARLSTADT, NJ | TPA / Administrator THIRD PARTY ADMINISTRATOR | 76 | $17.7M | $0 |
| POSTWORKS NEW YORK, LLC POSTWORKS NEW YORK, LLC 401(K) PLAN | NEW YORK, NY | TPA / Administrator CONTRACT ADMIN | 109 | $17.4M | $11K |
| ITC INFOTECH USA, INC. ITC INFOTECH (USA), INC. 401(K) PLAN | PARAMUS, NJ | TPA / Administrator TPA | 207 | $16.7M | $3K |
| WITTMANN USA INC.. WITTMANN USA INC. | TORRINGTON, CT | TPA / Administrator CONTRACT ADMIN | 133 | $16.5M | $0 |
| CHECKMARX INC CHECKMARX INC 401 K PROFIT SHARING PLAN TRUST | PARAMUS, NJ | TPA / Administrator TPA | 156 | $16.3M | $4K |
| POSTWORKS NEW YORK, LLC POSTWORKS NEW YORK, LLC 401(K) PLAN | NEW YORK, NY | TPA / Administrator CONTRACT ADMIN | 124 | $15.2M | $5K |
| ITC INFOTECH USA, INC. ITC INFOTECH (USA), INC. 401(K) PLAN | PARAMUS, NJ | TPA / Administrator TPA | 184 | $14.7M | $2K |
| EQUILIEM, INC. EQUILIEM, INC. 401(K) PLAN | EAST BRUNSWICK, NJ | TPA / Administrator THIRD PARTY ADMINISTRATOR | 269 | $14.1M | $0 |
| CHECKMARX INC CHECKMARX INC 401 K PROFIT SHARING PLAN TRUST | ATLANTA, GA | TPA / Administrator TPA | 169 | $14.0M | $2K |
| POSTWORKS NEW YORK, LLC POSTWORKS NEW YORK, LLC 401(K) PLAN | NEW YORK, NY | TPA / Administrator CONTRACT ADMIN | 127 | $12.6M | $2K |
| COLUMBIA FOOD SERVICE COMPANY COLUMBIA FOOD SERVICE COMPANY, 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA, FL | TPA / Administrator CONTRACT ADMIN | 803 | $12.4M | $12K |
| ITC INFOTECH USA, INC. ITC INFOTECH (USA), INC. 401(K) PLAN | PARAMUS, NJ | TPA / Administrator TPA | 180 | $12.1M | $2K |
| EQUILIEM, INC. EQUILIEM, INC. 401(K) PLAN | EAST BRUNSWICK, NJ | TPA / Administrator TPA | 2,629 | $11.4M | $0 |
| HATTERAS PRESS, INC. HATTERAS PRESS, INC. 401(K) RETIREMENT PLAN & TRUST | TINTON FALLS, NJ | TPA / Administrator TPA | 227 | $10.9M | $4K |
| COLUMBIA FOOD SERVICE COMPANY COLUMBIA FOOD SERVICE COMPANY, 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA, FL | TPA / Administrator CONTRACT ADMIN | 1,296 | $10.7M | $7K |
| COLUMBIA FOOD SERVICE COMPANY COLUMBIA FOOD SERVICE COMPANY, 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA, FL | Other OTHER | 1,296 | $10.7M | $39 |
| CHECKMARX INC CHECKMARX INC 401 K PROFIT SHARING PLAN TRUST | ATLANTA, GA | TPA / Administrator TPA | 186 | $10.2M | $1K |
| HATTERAS PRESS, INC. HATTERAS PRESS, INC. 401(K) RETIREMENT PLAN & TRUST | TINTON FALLS, NJ | TPA / Administrator TPA | 219 | $9.9M | $1K |
| WESTERN GLOBAL AIRLINES, INC. WESTERN GLOBAL AIRLINES 401(K) PROFIT SHARING PLAN | ESTERO, FL | Advisor / Consultant INVESTMENT ADVISOR | 290 | $9.6M | $24K |
| CUSTOM ALLOY CORPORATION CUSTOM ALLOY CORPORATION 401(K) PLAN | HIGH BRIDGE, NJ | Recordkeeper RECORDKEEPER | 185 | $9.3M | $3K |
| WESTERN GLOBAL AIRLINES WESTERN GLOBAL AIRLINES 401(K) PROFIT SHARING | ESTERO, FL | TPA / Administrator TPA | 265 | $8.9M | $26K |
| TVR COMMUNICATIONS LLC TVR COMMUNICATIONS 401(K) RETIREMENT SAVINGS PLAN | LAKE SUCCESS, NY | TPA / Administrator CONTRACT ADMIN | 187 | $8.9M | $1K |
| ARCHER SYSTEMS, LLC ARCHER SYSTEMS LLC 401(K) PLAN | HOUSTON, TX | Recordkeeper RECORDKEEPER | 226 | $8.4M | $958 |
| COLUMBIA FOOD SERVICE COMPANY COLUMBIA FOOD SERVICE COMPANY, 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA, FL | TPA / Administrator CONTRACT ADMIN | 1,175 | $8.1M | $6K |
| TVR COMMUNICATIONS LLC TVR COMMUNICATIONS 401(K) RETIREMENT SAVINGS PLAN | LAKE SUCCESS, NY | TPA / Administrator CONTRACT ADMIN | 194 | $8.1M | $2K |
| BOLL & BRANCH LLC BOLL & BRANCH LLC RETIREMENT TRUST | SUMMIT, NJ | TPA / Administrator CONTRACT ADMIN | 204 | $7.8M | $200 |
| MACRO CONSULTANTS LLC MACRO CONSULTANTS LLC 401(K) RETIREMENT PLAN | NEW YORK, NY | TPA / Administrator CONTRACT ADMIN | 106 | $7.4M | $8K |
| CUSTOM ALLOY CORPORATION CUSTOM ALLOY CORPORATION 401(K) PLAN | HIGH BRIDGE, NJ | Recordkeeper RECORDKEEPER | 0 | $7.1M | $12K |
| ROYAL'S, INC. ROYAL'S 401(K) PLAN | BELLE GLADE, FL | Recordkeeper RECORDKEEPER | 477 | $6.8M | — |
| CROWTHER ROOFING COMPANY, INC. CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS, FL | TPA / Administrator CONTRACT ADMIN | 515 | $6.2M | $513 |
| CROWTHER ROOFING COMPANY, INC. CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS, FL | TPA / Administrator THIRD PARTY ADMINISTRATOR | 515 | $6.2M | $0 |
| BOLL & BRANCH LLC BOLL & BRANCH LLC RETIREMENT TRUST | SUMMIT, NJ | TPA / Administrator CONTRACT ADMIN | 169 | $5.8M | $400 |
| INTERNATIONAL MOTOR FREIGHT, INC. INTERNATIONAL MOTOR FREIGHT, INC. 401(K) PLAN | PORT NEWARK, NJ | TPA / Administrator THIRD PARTY ADMINISTRATOR | 124 | $5.6M | $900 |
| UNIMAC GRAPHICS LLC UNIMAC GRAPHICS UNION 401K PLAN | CARLSTADT, NJ | TPA / Administrator THIRD PARTY ADMINISTRATOR | 145 | $4.8M | $0 |
| LIVINGSTON CARE CENTER DBA INGLEMOOR REHABILITATION AND CARE CENTER LIVINGSTON CARE CENTER DBA INGLEMOOR REHABILITATION AND CARE CENTER 401(K) PLAN | LIVINGSTON, NJ | TPA / Administrator THIRD PARTY ADMINISTRATOR | 103 | $4.3M | $3K |
| HUDSON ENVELOPE OF NEW JERSEY LLC HUDSON ENVELOPE CORP. PROFIT SHARING PLAN | NORTHVALE, NJ | Recordkeeper RECORDKEEPER | 123 | $4.2M | $2K |
| THE FILLO FACTORY INC THE FILLO FACTORY INC. 401K PLAN | NORTHVALE, NJ | TPA / Administrator CONTRACT ADMIN | 389 | $3.9M | $50 |
| NATIONAL DOMESTIC WORKERS ALLIANCE NATIONAL DOMESTIC WORKERS ALLIANCE 401(K) PLAN | NEW YORK, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 46 | $3.6M | — |
| HUDSON ENVELOPE OF NEW JERSEY LLC HUDSON ENVELOPE CORP. PROFIT SHARING PLAN | NORTHVALE, NJ | Recordkeeper RECORDKEEPER | 144 | $3.4M | $1K |
| BOLL & BRANCH LLC BOLL & BRANCH LLC RETIREMENT TRUST | SUMMIT, NJ | TPA / Administrator CONTRACT ADMIN | 144 | $3.4M | $100 |
| MEDZED, LLC MEDZED, LLC 401K PS PLAN | ATLANTA, GA | TPA / Administrator CONTRACT ADMIN | 210 | $3.1M | $10K |
| NATIONAL DOMESTIC WORKERS ALLIANCE NATIONAL DOMESTIC WORKERS ALLIANCE 401K PROFIT SHARING PLAN | NEW YORK, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 49 | $2.7M | $200 |
| CEMI INTERNATIONAL, INC. CEMI INTERNATIONAL INC 401(K) PROFIT SHARING PLAN & TRUST | ORLANDO, FL | TPA / Administrator CONTRACT ADMIN | 129 | $2.3M | $1K |
| MEDZED, LLC MEDZED, LLC 401K PS PLAN | ATLANTA, GA | TPA / Administrator CONTRACT ADMIN | 232 | $2.1M | $7K |
| UNIVERSITY PHYSICIAN ASSOCIATES OF NEW JERSEY, INC. UNIVERSITY PHYSICIAN ASSOCIATES RETIREMENT PLAN | NEWARK, NJ | TPA / Administrator CONTRACT ADMIN | 0 | $2.1M | $1K |
| UNIVERSITY PHYSICIAN ASSOCIATES OF NEW JERSEY, INC. UNIVERSITY PHYSICIAN ASSOCIATES RETIREMENT PLAN | NEWARK, NJ | TPA / Administrator TPA | 0 | $2.1M | $6K |
| SUPER SPORTS HOLDINGS, LLC SUPER SPORTS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK, NY | TPA / Administrator CONTRACT ADMIN | 169 | $1.8M | -$12K |
| MORAN INDUSTRIES INC MORAN INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST | WATSONTOWN, PA | TPA / Administrator TPA | 172 | $1.7M | $992 |
| CUSTOM ALLOY CORPORATION CUSTOM ALLOY CORPORATION 401(K) PLAN | HIGH BRIDGE, NJ | Recordkeeper RECORDKEEPER | 0 | $0 | $15K |
| UNIVERSITY PHYSICIAN ASSOCIATES OF NEW JERSEY, INC. UNIVERSITY PHYSICIAN ASSOCIATES RETIREMENT PLAN | NEWARK, NJ | TPA / Administrator CONTRACT ADMIN | 0 | $0 | $8K |
| TVR COMMUNICATIONS LLC TVR COMMUNICATIONS 401(K) RETIREMENT SAVINGS PLAN | LAKE SUCCESS, NY | TPA / Administrator CONTRACT ADMIN | 0 | $0 | $2K |
| COMPUTER DESIGN & INTEGRATION LLC COMPUTER DESIGN & INTEGRATION LLC 401K SAVINGS PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 0 | $0 | $5K |
| CROWTHER ROOFING AND SHEET METAL OF FLORIDA, INC. CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS, FL | TPA / Administrator CONTRACT ADMIN | 717 | — | $2K |
| CROWTHER ROOFING AND SHEET METAL OF FLORIDA, INC. CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS, FL | TPA / Administrator CONTRACT ADMIN | 734 | — | $2K |
| INTERNATIONAL MOTOR FREIGHT, INC. INTERNATIONAL MOTOR FREIGHT, INC. 401(K) PLAN | PORT NEWARK, NJ | TPA / Administrator THIRD PARTY ADMINISTRATOR | 124 | — | $2K |