Form 5500 Search

PPA/TPA

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
23
Active participants
19,325
Total plan assets
$455.9M
Filings (rows)
25
Direct comp
$216K
Indirect comp
$29K

SERVICES PROVIDED

Advisor / Consultant14
TPA / Administrator5
Other4

Top plans served

Showing top 25 of 23 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TRION SOLUTIONS, INC.
TRION SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
TROY, MI
Advisor / Consultant
INVESTMENT ADVISORY
7,890$106.6M$30K
ANDERSON CENTER FOR AUTISM
ANDERSON CENTER FOR AUTISM RETIREMENT PLAN
STAATSBURG, NY
Advisor / Consultant
INVESTMENT ADVISORY
786$58.9M$425
TRION SOLUTIONS, INC.
TRION SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
TROY, MI
Advisor / Consultant
INVESTMENT ADVISORY
5,933$52.9M$121K
GEO. BYERS SONS HOLDING, INC.
GEO. BYERS SONS, 401(K) PLAN
COLUMBUS, OH
Advisor / Consultant
INVESTMENT ADVISORY
750$50.4M$2K
ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A.
ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN
FT MYERS, FL
Advisor / Consultant
INVESTMENT ADVISORY
129$34.7M
ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A.
ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN
FT MYERS, FL
Advisor / Consultant
INVESTMENT ADVISORY
118$30.2M$5K
JOHNSON ENGINEERING, LLC
JOHNSON ENGINEERING, LLC EMPLOYEE 401(K) PROFIT SHARING PLAN
FORT MYERS, FL
Advisor / Consultant
INVESTMENT ADVISOR
134$14.9M$2K
VCOM SOLUTIONS, INC.
VCOM SOLUTIONS, INC. 401(K) PLAN
SAN RAMON, CA
Advisor / Consultant
ADVISORY
132$13.7M$200
BRILLANT CORNERS
BRILLIANT CORNERS RETIREMENT PLAN
SAN FRANCISCO, CA
Advisor / Consultant
INVESTMENT ADVISOR
470$13.1M$20K
31-W INSULATION CO., INC.
31-W INSULATION CO., INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN
GOODLETTSVILLE, TN
TPA / Administrator
TPA
504$12.7M$17K
MEGA CONTRACTING GROUP LLC
MMM CASH OR DEFERRED PLAN
ASTORIA, NY
Other
NONE
237$11.6M$335
MIMAKI USA, INC.
MIMAKI USA 401(K) PLAN.
SUWANEE, GA
Other
NONE
144$10.5M$478
BLOOD ASSURANCE, INC.
BLOOD ASSURANCE, INC. 401(K) PLAN
CHATTANOOGA, TN
Advisor / Consultant
INVESTMENT ADVISORY
191$7.9M$50
PS WHOLESALE FLOORS, LLC
PS WHOLESALE FLOORS, LLC. 401(K) AND PROFIT SHARING PLAN
BATON ROUGE, LA
Other
DIRECT COMPENSATION PAID
165$7.6M$220
BLOOD ASSURANCE, INC.
BLOOD ASSURANCE, INC. 401(K) PLAN
CHATTANOOGA, TN
Other
INV ADV PART
202$7.5M$2K
JAMES RIVER PETROLEUM, INC.
JAMES RIVER PETROLEUM, INC. EMPLOYEES' 401(K) PLAN
ASHLAND, VA
TPA / Administrator
THIRD PARTY ADMIN
86$5.4M$1K
KOS SERVICES, LLC
DENTAL DREAMS 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISORY
475$3.3M$5K
CARE ADVANTAGE, INC.
CARE ADVANTAGE, INC. PROFIT SHARING PLAN
RICHMOND, VA
Advisor / Consultant
INVESTMENT ADVISORY
171$2.9M$0
WILLAMETTE FAMILY, INC.
WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN
EUGENE, OR
TPA / Administrator
TPA
237$2.7M$0
WILLAMETTE FAMILY, INC.
WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN
EUGENE, OR
TPA / Administrator
TPA
237$2.7M$411
PSYCHIATRIC STAFFING, LLC
PSYCHIATRIC STAFFING, LLC 401(K) PLAN
MONTGOMERY, AL
TPA / Administrator
TPA
135$2.5M$700
WILLAMETTE FAMILY, INC.
WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN
EUGENE, OR
TPA / Administrator
TPA
220$2.4M$0
WILLAMETTE FAMILY, INC.
WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN
EUGENE, OR
TPA / Administrator
TPA
220$2.4M$3K
TRINITY BUSINESS GROUP, LLC
TRINITY BUSINESS GROUP, LLC 401(K) PLAN
BATON ROUGE, LA
Advisor / Consultant
INVESTMENT ADVISORY
86$1.8M$434
TRANSPRO HOLDINGS GROUP, INC.
CAROLINA FREIGHTWAYS, INC. 401(K) PLAN
GREENSBORO, NC
Advisor / Consultant
INVESTMENT ADVISORY
130$1.8M$5K
PPA/TPA — Form 5500 Service Provider Profile | Form 5500 Search