PLEXUS FINANCIAL
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
65
Active participants
50,837
Total plan assets
$3.6B
Filings (rows)
68
Direct comp
$1.1M
Indirect comp
$851K
Aggregating 4 name variants under "PLEXUS FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant40
Other23
Broker5
Top plans served
Showing top 68 of 65 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FREEMAN DECORATING CO. FREEMAN 401(K) PLAN | DALLAS, TX | Advisor / Consultant CONSULTANT | 5,797 | $686.4M | $73K |
| FREEMAN DECORATING CO. FREEMAN 401(K) PLAN | DALLAS, TX | Advisor / Consultant CONSULTANT | 4,558 | $618.0M | $43K |
| FREEMAN DECORATING CO. FREEMAN 401(K) PLAN | DALLAS, TX | Advisor / Consultant CONSULTANT | 4,447 | $533.1M | $50K |
| TEACH FOR AMERICA, INC. TEACH FOR AMERICA, INC. 403(B) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 1,176 | $223.9M | $74K |
| TEACH FOR AMERICA, INC. TEACH FOR AMERICA, INC. 403(B) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 1,138 | $206.0M | $0 |
| TEACH FOR AMERICA, INC. TEACH FOR AMERICA, INC. 403(B) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 1,156 | $176.4M | $0 |
| ASCENT RESOURCES MANAGEMENT SERVICES, LLC ASCENT RESOURCES MANAGEMENT SERVICES, LLC 401(K) PLAN | OKLAHOMA CITY, OK | Advisor / Consultant INVESTMENT ADVISORY | 427 | $115.8M | $0 |
| ASCENT RESOURCES ASCENT RESOURCES MANAGEMENT SERVICES, LLC 401(K) PLAN | OKLAHOMA CITY, OK | Advisor / Consultant INVESTMENT ADVISORY | 438 | $93.3M | $0 |
| ASCENT RESOURCES ASCENT RESOURCES MANAGEMENT SERVICES, LLC 401(K) PLAN | OKLAHOMA CITY, OK | Advisor / Consultant INVESTMENT ADVISORY | 419 | $72.3M | $0 |
| BOB MOORE AUTO GROUP, LLC BOB MOORE & AFFILIATES RETIREMENT SAVINGS PLAN | OKLAHOMA CITY, OK | Advisor / Consultant INVESTMENT MANAGER | 716 | $46.0M | $10K |
| GUSTAVE A. LARSON COMPANY GUSTAVE A. LARSON COMPANY EMPLOYEES RETIREMENT SAVINGS 401(K) PLAN | PEWAUKEE, WI | Broker BROKER/DEALER | 513 | $42.4M | $0 |
| BOB MOORE AUTO GROUP, LLC BOB MOORE & AFFILIATES RETIREMENT SAVINGS PLAN | OKLAHOMA CITY, OK | Advisor / Consultant INVESTMENT MANAGER | 687 | $40.6M | $28K |
| INDECK ENERGY SERVICES, INC. INDECK ENERGY SERVICES, INC. AND AFFILIATED EMPLOYERS 401(K) PLAN | BUFFALO GROVE, IL | Other SERVICE PROVIDER | 150 | $34.0M | $0 |
| BOB MOORE AUTO GROUP, LLC BOB MOORE & AFFILIATES RETIREMENT SAVINGS PLAN | OKLAHOMA CITY, OK | Advisor / Consultant INVESTMENT MANAGER | 627 | $32.9M | $32K |
| INDECK ENERGY SERVICES, INC. INDECK ENERGY SERVICES, INC. AND AFFILIATED EMPLOYERS 401(K) PLAN | BUFFALO GROVE, IL | Other SERVICE PROVIDER | 158 | $32.3M | $0 |
| MARSHALL ASSOCIATES, INC. MARSHALL ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 103 | $30.7M | $19K |
| KYOCERA SENCO INDUSTRIAL TOOLS, INC. KYOCERA SENCO INDUSTRIAL TOOLS, INC. SAVINGS PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 358 | $29.5M | $57K |
| INDECK ENERGY SERVICES, INC. INDECK ENERGY SERVICES, INC. AND AFFILIATED EMPLOYERS 401(K) PLAN | BUFFALO GROVE, IL | Other SERVICE PROVIDER | 160 | $28.6M | $0 |
| VARIETY CARE, INC. VARIETY CARE, INC. 403(B) PLAN | OKLAHOMA CITY, OK | Advisor / Consultant INVESTMENT ADVISORY | 720 | $28.5M | $0 |
| KYOCERA SENCO INDUSTRIAL TOOLS, INC. KYOCERA SENCO INDUSTRIAL TOOLS, INC. SAVINGS PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 370 | $28.4M | $49K |
| MARSHALL ASSOCIATES, INC. MARSHALL ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 108 | $26.6M | $12K |
| NEW ENGLAND AUTHENTIC EATS LLC NEW ENGLAND AUTHENTIC EATS 401(K) PLAN | DEDHAM, MA | Other NONE | 1,066 | $25.5M | $30K |
| HAC, INC. HAC, INC. 401(K) PLAN | OKLAHOMA CITY, OK | Other NONE | 849 | $25.1M | $32K |
| SESAMI CASH MANAGEMENT TECHNOLOGIES CORPORATION SESAMI CASH MANAGEMENT TECHNOLOGIES CORP 401(K) PLAN | CARROLLTON, TX | Broker BROKER/ADVISER | 454 | $24.4M | $0 |
| NEW ENGLAND AUTHENTIC EATS LLC NEW ENGLAND AUTHENTIC EATS 401(K) PLAN | DEDHAM, MA | Other NONE | 986 | $23.8M | $38K |
| REWARDSTYLE, INC. D/B/A LTK LTK 401(K) PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 588 | $23.7M | $11K |
| MARSHALL ASSOCIATES, INC. MARSHALL ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 105 | $23.5M | $20K |
| KYOCERA SENCO INDUSTRIAL TOOLS KYOCERA SENCO INDUSTRIAL TOOLS, INC. SAVINGS PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 388 | $22.9M | $45K |
| NEW ENGLAND AUTHENTIC EATS LLC NEW ENGLAND AUTHENTIC EATS 401(K) PLAN | DEDHAM, MA | Other NONE | 986 | $21.3M | $8K |
| JACK'S FAMILY RESTAURANTS/SFM LP JACK'S FAMILY RESTAURANTS/SFM 401K | BIRMINGHAM, AL | Advisor / Consultant INVESTMENT ADVISOR | 3,652 | $17.1M | $43K |
| TIDEL ENGINEERING LP TIDEL ENGINEERING, LP 401(K) PLAN | CARROLLTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 300 | $16.8M | $19K |
| TIDEL ENGINEERING LP TIDEL ENGINEERING, LP 401(K) PLAN | CARROLLTON, TX | Broker BROKER/ADVISER | 300 | $16.8M | $0 |
| JACK'S FAMILY RESTAURANTS/SFM LP JACK'S FAMILY RESTAURANTS/SFM 401K | BIRMINGHAM, AL | Advisor / Consultant INVESTMENT ADVISOR | 3,361 | $15.9M | $37K |
| KVP ENERGY SERVICES LLC KVP ENERGY SERVICES 401(K) & PROFIT SHARING PLAN | ANDREWS, TX | Other NONE | 621 | $15.4M | $0 |
| INTERNATIONAL AUTOS, INC. INTERNATIONAL AUTOS GROUP 401(K) PLAN | WEST ALLIS, WI | Other OTHER | 673 | $14.4M | $15K |
| JACK'S FAMILY RESTAURANTS, LP JACK'S FAMILY RESTAURANTS/SFM 401K PLAN | BIRMINGHAM, AL | Other NONE | 3,109 | $14.2M | $11K |
| NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) TAX SHELTERED ANNUITY PLAN | OKLAHOMA CITY, OK | Other NONE | 306 | $13.5M | $22K |
| INTERNATIONAL AUTOS, INC. INTERNATIONAL AUTOS GROUP 401(K) PLAN | WEST ALLIS, WI | Other OTHER | 694 | $13.4M | $15K |
| VIBES MEDIA, LLC VIBES MEDIA 401(K) PLAN & TRUST | CHICAGO, IL | Advisor / Consultant ADVISOR | 95 | $13.3M | $23K |
| TIDEL ENGINEERING LP TIDEL ENGINEERING, LP 401(K) PLAN | CARROLLTON, TX | Broker BROKER/ADVISER | 298 | $13.1M | $0 |
| TIDEL ENGINEERING LP TIDEL ENGINEERING, LP 401(K) PLAN | CARROLLTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 298 | $13.1M | $21K |
| REWARDSTYLE, INC. D/B/A LTK LTK 401(K) PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 494 | $12.7M | $6K |
| LUCID ENERGY GROUP LL, LLC LUCID ENERGY GROUP LL, LLC 401K PLAN | DALLAS, TX | Other SERVICE PROVIDER | 140 | $12.6M | $0 |
| WACKER SERVICES CORP. WACKER SERVICES CORP. 401(K) PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 126 | $11.4M | $0 |
| VIBES MEDIA, LLC VIBES MEDIA 401(K) PLAN & TRUST | CHICAGO, IL | Advisor / Consultant ADVISOR | 100 | $11.4M | $22K |
| NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) TAX SHELTERED ANNUITY PLAN | OKLAHOMA CITY, OK | Other NONE | 356 | $11.2M | $30K |
| INTERNATIONAL AUTOS, INC. INTERNATIONAL AUTOS GROUP 401(K) PLAN | WEST ALLIS, WI | Other OTHER | 661 | $11.0M | $15K |
| ARS ADVERTISING, LLC AISLE ROCKET RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 89 | $11.0M | $22K |
| HUNZICKER BROTHERS, INC. HUNZICKER BROTHERS, INC. EMPLOYEES SAVINGS PLAN | OKLAHOMA CITY, OK | Other NONE | 97 | $10.2M | $22K |
| ARS ADVERTISING, LLC AISLE ROCKET RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 113 | $9.0M | $22K |
| ARS ADVERTISING, LLC AISLE ROCKET RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 153 | $8.3M | $6K |
| ARS ADVERTISING, LLC AISLE ROCKET RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 136 | $6.8M | $22K |
| ARROWEYE SOLUTIONS INC. ARROWEYE SOLUTIONS INC. 401(K) PLAN | HENDERSON, NV | Other SERVICE PROVIDER | 243 | $5.9M | $0 |
| WESTERN COMPOSITES LLC WESTERN COMPOSITES LLC 401(K) SAVINGS PLAN | SCOTTSDALE, CA | Advisor / Consultant INVESTMENT ADVISOR | 68 | $5.3M | $25K |
| WESTERN COMPOSITES LLC WESTERN COMPOSITES LLC 401(K) SAVINGS PLAN | SCOTTSDALE, CA | Advisor / Consultant INVESTMENT ADVISOR | 129 | $5.2M | $25K |
| ARROWEYE SOLUTIONS INC. ARROWEYE SOLUTIONS INC. 401(K) PLAN | HENDERSON, NV | Other SERVICE PROVIDER | 255 | $4.7M | $0 |
| WELDON PARTS, INC. WELDON PARTS, INC. 401(K) RETIREMENT PLAN | OKLAHOMA CITY, OK | Other NONE | 98 | $4.5M | $14K |
| WESTERN COMPOSITES LLC WESTERN COMPOSITES LLC 401(K) SAVINGS PLAN | SCOTTSDALE, CA | Advisor / Consultant INVESTMENT ADVISOR | 47 | $4.4M | $23K |
| TAMPICO BEVERAGES INC. TAMPICO BEVERAGES INC. PROFIT SHARING SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 138 | $3.9M | $0 |
| TAMPICO BEVERAGES INC. TAMPICO BEVERAGES INC. PROFIT SHARING SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 136 | $3.8M | $0 |
| TAMPICO BEVERAGES INC. TAMPICO BEVERAGES INC. PROFIT SHARING SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 136 | $3.3M | — |
| STERN PINBALL, INC STERN PINBALL, INC. 401(K) SAVINGS PLAN | ELK GROVE VILLAGE, IL | Other OTHER SERVICES | 167 | $2.4M | $0 |
| CAREGIVER 2, INC. CAREGIVER 2, INC. 401(K) PLAN | FORT WORTH, TX | Advisor / Consultant INVESTMENT ADVISOR | 3,883 | $2.3M | $14K |
| ENVISION HOME HEALTH, LLC DBA ENVISION HOME HEALTH AND HOSPICE ENVISION HOME HEALTH AND HOSPICE LLC 401(K) PLAN | OREM, UT | Advisor / Consultant INVESTMENT ADVISORY | 233 | $1.7M | $0 |
| HAMMER CONSTRUCTION, INC. HAMMER CONSTRUCTION, INC. EMPLOYEE SAVINGS TRUST | NORMAN, OK | Advisor / Consultant ADVISOR | 82 | $1.3M | $5K |
| GUSTAVE A. LARSON COMPANY GUSTAVE A. LARSON COMPANY EMPLOYEES RETIREMENT SAVINGS 401(K) PLAN | PEWAUKEE, WI | Other SERVICE PROVIDER | 0 | $0 | $0 |
| LUCID ENERGY GROUP 11 LLC LUCID ENERGY GROUP 11 LLC 401K PLAN | DALLAS, TX | Other SERVICE PROVIDER | 0 | $0 | $0 |
| GUSTAVE A. LARSON COMPANY GUSTAVE A. LARSON COMPANY EMPLOYEES RETIREMENT SAVINGS 401(K) PLAN | PEWAUKEE, WI | Broker BROKER/DEALER | 0 | $0 | $0 |