Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| PRINCIPAL U S PROPERTY SA-Z | 1 |
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| The Donaldson Group, LLC The Donaldson Group, LLC · all filings | ROCKVILLE, MD | TPA / Administrator | 164 | $5.0M | $37K | $0 |
| The Donaldson Group, LLC The Donaldson Group, LLC · all filings | ROCKVILLE, MD | TPA / Administrator | 227 | $4.8M | $35K | $0 |
| The Donaldson Group, LLC The Donaldson Group, LLC · all filings | ROCKVILLE, MD | TPA / Administrator | 204 | $4.2M | $36K | $0 |