PORTFOLIO EVALUATIONS
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
80
Active participants
236,328
Total plan assets
$30.2B
Filings (rows)
80
Direct comp
$1.8M
Indirect comp
$7K
Aggregating 3 name variants under "PORTFOLIO EVALUATIONS"
SERVICES PROVIDED
Other41
Advisor / Consultant36
Legal counsel2
TPA / Administrator1
Top plans served
All 80 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEES INTERNATIONAL PAINTERS AND ALLIED TRADES INDUSTRY PENSION PLAN | HANOVER, MD | Other NONE | 44,973 | $3.9B | $34K |
| WSP USA BUILDINGS INC. WSP USA RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 16,239 | $2.5B | $28K |
| W.R. BERKLEY CORPORATION W.R. BERKLEY CORPORATION PROFIT SHARING PLAN | GREENWICH, CT | Advisor / Consultant CONSULTANT | 5,905 | $1.6B | $27K |
| BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC RETIREMENT PLAN | UPTON, NY | Other NONE | 2,477 | $1.3B | $12K |
| TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | PHILADELPHIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 11,106 | $975.6M | $7K |
| SIX CONTINENTS HOTELS, INC. IHG 401(K) SAVINGS AND RETIREMENT PLAN | ATLANTA, GA | Other NONE | 9,823 | $866.0M | $24K |
| CONSTELLATION BRANDS, INC. CONSTELLATION BRANDS, INC. 401(K) AND PROFIT SHARING PLAN | VICTOR, NY | Legal counsel ATTORNEY | 3,888 | $837.2M | $30K |
| TERUMO AMERICAS HOLDING, INC. TERUMO EMPLOYEE SAVINGS AND INVESTMENT PLAN | SOMERSET, NJ | Advisor / Consultant INVESTMENT ADVISOR | 3,820 | $836.4M | $12K |
| VERTEX PHARMACEUTICALS INCORPORATED VERTEX PHARMACEUTICALS INCORPORATED 401(K) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 3,789 | $827.9M | $45K |
| COVANTA PROJECTS, LLC COVANTA ENERGY SAVINGS PLAN | MORRISTOWN, NJ | Other NONE | 2,945 | $754.1M | $34K |
| CHURCH & DWIGHT CO., INC. CHURCH & DWIGHT CO. , INC. SAVINGS AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | EWING, NJ | Other NONE | 1,805 | $729.3M | $24K |
| BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC 401(K) PLAN | UPTON, NY | Other NONE | 2,132 | $724.4M | $25K |
| DAIICHI SANKYO, INC. DAIICHI SANKYO, INC. SAVINGS AND RETIREMENT PLAN | BASKING RIDGE, NJ | Other NONE | 1,695 | $671.5M | $56K |
| RALPH LAUREN CORPORATION RALPH LAUREN CORPORATION 401(K) PLAN | NUTLEY, NJ | Other NONE | 11,342 | $658.8M | $38K |
| IKEA NORTH AMERICA SERVICES, LLC IKEA RETIREMENT AND SAVINGS PLAN | CONSHOHOCKEN, PA | Advisor / Consultant INVESTMENT ADVISOR | 16,647 | $653.0M | $30K |
| TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 9,390 | $640.3M | $7K |
| FOX ROTHSCHILD LLP FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN | PHILADELPHIA, PA | Other NONE | 1,660 | $636.2M | $8K |
| INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- INTERNATIONAL PAINTERS AND ALLIED TRADES INDUSTRY ANNUITY PLAN | HANOVER, MD | Other NONE | 10,625 | $614.1M | $14K |
| BAUSCH & LOMB AMERICAS INC. BAUSCH & LOMB AMERICAS INC. RETIREMENT SAVINGS PLAN | BRIDGEWATER, NJ | Advisor / Consultant INVESTMENT ADVISOR | 4,675 | $608.6M | $50K |
| TERUMO AMERICAS HOLDING, INC. TERUMO EMPLOYEE SAVINGS AND INVESTMENT PLAN | SOMERSET, NJ | Advisor / Consultant INVESTMENT ADVISOR | 3,535 | $592.1M | $23K |
| FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK, CT | Advisor / Consultant CONSULTANT | 2,428 | $582.9M | $25K |
| BAUSCH HEALTH COMPANIES INC. BAUSCH HEALTH COMPANIES INC. RETIREMENT SAVINGS PLAN | BRIDGEWATER, NJ | Advisor / Consultant INVESTMENT ADVISOR | 1,777 | $572.5M | $13K |
| DANONE NORTH AMERICA PUBLIC BENEFIT CORPORATION DANONE U.S. 401(K) PLAN | WHITE PLAINS, NY | Advisor / Consultant CONSULTANT | 5,310 | $570.8M | $38K |
| COLLEGE BOARD COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN | NEW YORK, NY | Other N/A | 808 | $474.1M | $30K |
| STMICROELECTRONICS, INC. STMICROELECTRONICS, INC. 401(K) SAVINGS PLAN | COPPELL, TX | Advisor / Consultant CONSULTANT | 802 | $426.3M | $29K |
| ARMSTRONG WORLD INDUSTRIES INC SAVINGS AND INVESTMENT PLAN OF ARMSTRONG WORLD INDUSTRIES, INC. | LANCASTER, PA | Advisor / Consultant INVESTMENT ADVISOR | 2,766 | $422.1M | $30K |
| TOSHIBA AMERICA, INC TOSHIBA AMERICA, INC. 401(K) SAVINGS PLAN | IRVINE, CA | Other NONE | 629 | $419.7M | $43K |
| DANIEL J. EDELMAN HOLDINGS, INC. DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN | CHICAGO, IL | Other NONE | 3,537 | $389.7M | $10K |
| THE MOHEGAN TRIBE OF INDIANS OF CONNECTICUT THE MOHEGAN RETIREMENT AND 401(K) PLAN | UNCASVILLE, CT | Other NONE | 6,317 | $368.6M | $18K |
| MCCARTER & ENGLISH, LLP MCCARTER AND ENGLISH RETIREMENT AND SAVINGS PLAN | NEWARK, NJ | Advisor / Consultant CONSULTANT | 707 | $346.8M | $24K |
| DAY PITNEY LLP DAY PITNEY PROFIT SHARING AND 401(K) PLAN | PARSIPPANY, NJ | Other NONE | 560 | $308.1M | $25K |
| SHISEIDO AMERICAS CORPORATION SHISEIDO AMERICAS GROUP RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 1,723 | $273.0M | $7K |
| OUTFRONT MEDIA LLC OUTFRONT MEDIA 401(K) PLAN | NEW YORK, NY | Other NONE | 1,825 | $268.5M | $35K |
| LUFTHANSA GERMAN AIRLINES VOLUNTARY INVESTMENT PLAN FOR EMPLOYEES OF LUFTHANSA | UNIONDALE, NY | Advisor / Consultant CONSULTANT | 1,602 | $264.7M | $15K |
| SERTA SIMMONS BEDDING, LLC SERTA SIMMONS BEDDING 401(K) RETIREMENT PLAN | DORAVILLE, GA | Advisor / Consultant CONSULTANT | 3,126 | $249.1M | $80K |
| SIERRA-CEDAR COMPANIES, LLC SIERRA-CEDAR COMPANIES, LLC 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 421 | $243.7M | $25K |
| BROTHER INTERNATIONAL CORPORATION BROTHER USA RETIREMENT PLAN | BRIDGEWATER, NJ | Other NONE | 818 | $228.2M | $18K |
| SUBURBAN PROPANE L.P. SUBURBAN PROPANE RETIREMENT SAVINGS AND INVESTMENT PLAN | WHIPPANY, NJ | Advisor / Consultant INVESTMENT ADVISOR | 3,351 | $210.8M | $27K |
| WEICHERT CO. WEICHERT 401(K) PLAN | MORRIS PLAINS, NJ | Other NONE | 1,426 | $202.6M | $21K |
| SKY CHEFS, INC. SKY CHEFS, INC. MONEYSMART 401K SAVINGS AND RETIREMENT PLAN | IRVING, TX | Advisor / Consultant CONSULTANT | 12,308 | $198.4M | $15K |
| ETHAN ALLEN GLOBAL, INC. THE ETHAN ALLEN RETIREMENT SAVINGS PLAN | DANBURY, CT | Other OTHER | 2,137 | $195.3M | $13K |
| SHORE MEDICAL CENTER SHORE MEDICAL CENTER PENSION PLAN | SOMERS POINT, NJ | Other NONE | 288 | $151.8M | $25K |
| SA RECYCLING, LLC SA RECYCLING, LLC 401(K) PROFIT SHARING PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 2,660 | $128.5M | $5K |
| WHITE PLAINS HOSPITAL CENTER C/O HUMAN RESOURCE COMMITTEE RETIREMENT PLAN FOR EMPLOYEES OF WHITE PLAINS HOSPITAL MEDICAL CENTER | WHITE PLAINS, NY | Other NONE | 406 | $126.2M | $55K |
| CLEARESULT CONSULTING INC. CLEARESULT 401(K) PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISOR | 2,151 | $126.2M | $26K |
| FESTO CORPORATION FESTO CORPORATION 401(K) PLAN | ISLANDIA, NY | Advisor / Consultant CONSULTANT | 872 | $119.0M | $21K |
| HOUGHTON MIFFLIN HARCOURT PUBLISHING COMPANY HOUGHTON MIFFLIN RETIREMENT PLAN | BOSTON, MA | Other NONE | 206 | $114.8M | $49K |
| HOUGHTON MIFFLIN HARCOURT PUBLISHING COMPANY HOUGHTON MIFFLIN RETIREMENT PLAN | BOSTON, MA | Other NONE | 226 | $113.5M | $25K |
| HOUGHTON MIFFLIN HARCOURT PUBLISHING COMPANY HOUGHTON MIFFLIN RETIREMENT PLAN | BOSTON, MA | Other NONE | 195 | $112.1M | $25K |
| MERCY COLLEGE MERCY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | DOBBS FERRY, NY | Other INVESTMENT SERVICES | 633 | $100.1M | $17K |
| DANONE NORTH AMERICA PUBLIC BENEFIT CORPORATION RETIREMENT INCOME PLAN FOR THE EMPLOYEES OF DANNON | WHITE PLAINS, NY | Advisor / Consultant CONSULTANT | 526 | $94.0M | $27K |
| CENTRAL NATIONAL GOTTESMAN INC CENTRAL NATIONAL GOTTESMAN INC PROFIT SHARING PLAN | PURCHASE, NY | Other NONE | 285 | $84.9M | $6K |
| MERCY COLLEGE MERCY COLLEGE TAX DEFERRED ANNUITY PLAN | DOBBS FERRY, NY | Other INVESTMENT SERVICES | 581 | $84.7M | $17K |
| AFFINITY FEDERAL CREDIT UNION AFFINITY FEDERAL CREDIT UNION 401(K) PLAN | BASKING RIDGE, NJ | Advisor / Consultant INVESTMENT ADVISOR | 513 | $80.6M | $25K |
| H O PENN MACHINERY COMPANY, INCORPORATED H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST | POUGHKEEPSIE, NY | Advisor / Consultant INVESTMENT ADVISOR | 235 | $74.9M | $8K |
| NYK GROUP AMERICAS INC. NYK GROUP AMERICAS INC. SAVINGS PLAN | SECAUCUS, NJ | Other NONE | 216 | $65.1M | $16K |
| AUSTRALIA & NEW ZEALAND BANKING GROUP LIMITED (ANZ) AUSTRALIA AND NEW ZEALAND BANKING GROUP LTD. RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 140 | $53.0M | $32K |
| UNITED STATES FUND FOR UNICEF UNITED STATES FUND FOR UNICEF DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Other INV ADV, PARTICIPANTS | 288 | $42.7M | $0 |
| KLM ROYAL DUTCH AIRLINES KLM RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 122 | $38.0M | $8K |
| MYRON HOLDING, INC. MYRON MANUFACTURING CORP 401(K) RETIREMENT SAVINGS PLAN | MAYWOOD, NJ | TPA / Administrator CONTRACT ADMINISTRATOR | 117 | $33.2M | $20K |
| GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES | ISELIN, NJ | Other NONE | 130 | $31.8M | $8K |
| MORRIS ROTHENBERG & SON, INC. MORRIS ROTHENBERG & SON, INC. PROFIT SHARING PLAN | RONKONKOMA, NY | Advisor / Consultant CONSULTANT | 163 | $25.7M | $9K |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY, INC. AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 403(B) DC AND 403(B) TDA PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 51 | $25.4M | $6K |
| ANTHONY & SYLVAN POOLS CORPORATION ANTHONY & SYLVAN POOLS 401(K) PLAN | DOYLESTOWN, PA | Advisor / Consultant INVESTMENT ADVISOR | 495 | $23.8M | $7K |
| LIBERTY COCA-COLA BEVERAGES LLC LIBERTY COCA-COLA BEVERAGES AND TEAMSTERS LOCAL #125 PENSION PLAN | PHILADELPHIA, PA | Other NONE | 351 | $23.4M | $21K |
| COMPASS CHEMICAL INTERNATIONAL, LLC ITALMATCH USA 401(K) PLAN | SMYRNA, GA | Advisor / Consultant CONSULTANT | 233 | $21.7M | $11K |
| THE M/A/R/C GROUP THE M/A/R/C GROUP PENSION PLAN | NEW YORK, NY | Other NONE | 30 | $19.4M | $24K |
| KANTAR LLC NFO RESEARCH, INC. PENSION PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 33 | $18.7M | $30K |
| CONSTELLATION BRANDS U.S. OPERATIONS, INC. CANANDAIGUA WINE COMPANY, INC. UNION 401(K) PLAN | VICTOR, NY | Legal counsel ATTORNEY | 174 | $17.2M | $582 |
| KANTAR LLC NFO RESEARCH, INC. PENSION PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 30 | $15.2M | $15K |
| IH ENGINEERS, PC IH ENGINEERS 401(K) TRUST | PRINCETON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 65 | $13.9M | $8K |
| LAVITT GROUP, INC. LAVITT GROUP, INC. 401(K) PLAN | MELVILLE, NY | Advisor / Consultant INVESTMENT ADVISOR | 72 | $13.8M | $21K |
| BBDO DETROIT BBDO DETROIT PENSION AND CASH BALANCE PLAN | NEW YORK, NY | Other NONE | 6 | $12.8M | $24K |
| CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEWMARKET, NH | Other NONE | 129 | $8.1M | $0 |
| INDEX EXCHANGE USA, LLC INDEX EXCHANGE USA, LLC 401K PLAN | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 107 | $8.0M | $16K |
| CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEWMARKET, NH | Other NONE | 119 | $7.0M | $1 |
| MFA OIL COMPANY MFA OIL COMPANY 401(K) PLAN | COLUMBIA, MO | Other NONE | 623 | $5.3M | $24K |
| KANTAR LLC COMPETITIVE MEDIA UNION PENSION PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 8 | $2.6M | $30K |
| DRIV AUTOMOTIVE INC. DRIV 401(K) RETIREMENT SAVINGS PLAN | NORTHVILLE, MI | Advisor / Consultant CONSULTANT | 0 | $0 | $26K |
| TENNECO AUTOMOTIVE OPERATING COMPANY INC. TENNECO EMPLOYEE INVESTMENT PLAN | NORTHVILLE, MI | Other NONE | 0 | $0 | $22K |