PURSHE KAPLAN
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
57
Active participants
176,146
Total plan assets
$1.5B
Filings (rows)
60
Direct comp
$151K
Indirect comp
$1.2M
Aggregating 5 name variants under "PURSHE KAPLAN"
SERVICES PROVIDED
Advisor / Consultant34
Other18
Broker5
Top plans served
Showing top 60 of 57 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Other OTHER SERVICES | 161,040 | $650.9M | $0 |
| THE RETIREMENT PLAN COMPANY, LLC TOTAL PEP SOLUTIONS | BRENTWOOD, TN | Broker BROKER/DEALER | 1,610 | $62.4M | $0 |
| HUMPHREY & ASSOCIATES, INC. HUMPHREY & ASSOCIATES, INC. 401(K) PLAN | CARROLLTON, TX | Other OTHER SERVICES | 415 | $44.3M | $0 |
| AECHELON TECHNOLOGY, INC. AECHELON TECHNOLOGY 401(K) PLAN | SOUTH SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 180 | $42.7M | $0 |
| HUMPHREY & ASSOCIATES, INC. HUMPHREY & ASSOCIATES, INC. 401(K) PLAN | CARROLLTON, TX | Other OTHER SERVICES | 409 | $38.3M | $0 |
| WATAUGA ORTHOPAEDICS, PLC WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN | JOHNSON CITY, TN | Advisor / Consultant ADVISOR | 303 | $35.9M | $66K |
| AECHELON TECHNOLOGY, INC. AECHELON TECHNOLOGY 401(K) PLAN | SOUTH SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 162 | $35.7M | $0 |
| WATAUGA ORTHOPAEDICS, PLC WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN | JOHNSON CITY, TN | Advisor / Consultant ADVISOR | 253 | $32.3M | $56K |
| GLACIER POINT ENTERPRISE, INC. GLACIER POINT ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | MOORESTOWN, NJ | Advisor / Consultant ADVISOR | 774 | $30.7M | $0 |
| WATAUGA ORTHOPAEDICS, PLC WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN | JOHNSON CITY, TN | Advisor / Consultant ADVISOR | 194 | $28.3M | $0 |
| GLACIER POINT ENTERPRISE, INC. GLACIER POINT ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | MOORESTOWN, NJ | Advisor / Consultant ADVISOR | 806 | $28.2M | $0 |
| AECHELON TECHNOLOGY, INC. AECHELON TECHNOLOGY 401(K) PLAN | SOUTH SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 152 | $27.5M | $0 |
| PALECEK PALECEK PROFIT SHARING AND 401(K) PLAN | RICHMOND, CA | Advisor / Consultant ADVISOR | 234 | $26.2M | $5K |
| PALECEK PALECEK PROFIT SHARING AND 401(K) PLAN | RICHMOND, CA | Advisor / Consultant ADVISOR | 206 | $22.9M | $0 |
| BUILDING BLOCKS DEVELOPMENTAL PRE SCHOOL INC. BUILDING BLOCKS DEVELOPMENTAL PRE SCHOOL, INC. 403(B) PLAN | COMMACK, NY | Other OTHER SERVICES | 172 | $20.6M | $0 |
| BLACKBURN, CHILDERS & STEAGALL, PLC BLACKBURN, CHILDERS & STEAGALL 401K PROFIT SHARING PLAN | JOHNSON CITY, TN | Advisor / Consultant ADVISOR | 130 | $19.3M | $17K |
| BUILDING BLOCKS DEVELOPMENTAL PRE SCHOOL INC. BUILDING BLOCKS DEVELOPMENTAL PRE SCHOOL, INC. 403(B) PLAN | COMMACK, NY | Other OTHER SERVICES | 157 | $17.0M | $0 |
| BLACKBURN, CHILDERS & STEAGALL, PLC BLACKBURN, CHILDERS & STEAGALL 401K PROFIT SHARING PLAN | JOHNSON CITY, TN | Advisor / Consultant ADVISOR | 130 | $16.4M | $8K |
| VAN BEURDEN INSURANCE SERVICES, INC. VAN BEURDEN INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | KINGSBURG, CA | Other OTHER SERVICES | 55 | $16.4M | $0 |
| THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN | PORT ORANGE, FL | Advisor / Consultant ADVISOR | 114 | $15.2M | $0 |
| THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN | PORT ORANGE, FL | Advisor / Consultant ADVISOR | 114 | $15.2M | $0 |
| THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN | PORT ORANGE, FL | Advisor / Consultant ADVISOR | 114 | $15.2M | $0 |
| THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN | PORT ORANGE, FL | Advisor / Consultant ADVISOR | 114 | $15.2M | $0 |
| VANBEURDEN INSURANCE SERVICES, INC. VAN BEURDEN INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | KINGSBURG, CA | Other OTHER SERVICES | 57 | $15.1M | $0 |
| UNITED AIR TEMP UNITED AIR TEMP 401(K) PROFIT SHARING PLAN | SPRINGFIELD, VA | Advisor / Consultant INVESTMENT MANAGEMENT | 211 | $14.4M | $0 |
| GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN | ALBANY, NY | Other OTHER SERVICES | 209 | $13.8M | $0 |
| BLACKBURN, CHILDERS & STEAGALL, PLC BLACKBURN, CHILDERS & STEAGALL 401K PROFIT SHARING PLAN | JOHNSON CITY, TN | Advisor / Consultant ADVISOR | 123 | $13.5M | $0 |
| THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN | PORT ORANGE, FL | Advisor / Consultant ADVISOR | 87 | $13.1M | $0 |
| NORTH FLORIDA WOMEN'S CARE, P.A. NORTH FLORIDA WOMEN'S CARE, P.A. RETIREMENT PLAN | TALLAHASSEE, FL | Broker BROKER | 77 | $12.7M | $0 |
| THE FARBMAN GROUP THE FARBMAN GROUP 401(K) PLAN | FARMINGTON HILLS, MI | Advisor / Consultant ADVISOR | 148 | $12.7M | $0 |
| SIMCO LOGISTICS, LLC SIMCO LOGISTICS, LLC UNION EMPLOYEES' 401(K) PLAN | MOORESTOWN, NJ | Advisor / Consultant ADVISOR | 182 | $12.0M | $0 |
| FRUIT CENTER, INC. FRUIT CENTER, INC. 401(K) PROFIT SHARING PLAN | MILTON, MA | Advisor / Consultant ADVISOR | 139 | $11.8M | $0 |
| GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN | ALBANY, NY | Other OTHER SERVICES | 205 | $11.8M | $0 |
| CREATIVE MULTICARE, LLC CREATIVE RETIREMENT PLAN | JONESBORO, GA | Advisor / Consultant ADVISOR | 750 | $10.9M | $0 |
| THE FARBMAN GROUP THE FARBMAN GROUP 401(K) PLAN | SOUTHFIELD, MI | Advisor / Consultant ADVISOR | 106 | $10.8M | $0 |
| MANNA DEVELOPMENT GROUP, LLC MANNA DEVELOPMENT GROUP, LLC 401(K) PLAN | ENCINITAS, CA | Other OTHER SERVICES | 2,290 | $10.5M | $0 |
| NORTH FLORIDA WOMEN'S CARE, P.A. NORTH FLORIDA WOMEN'S CARE, P.A. RETIREMENT PLAN | TALLAHASSEE, FL | Broker BROKER | 85 | $10.4M | $0 |
| SIMCO LOGISTICS, INC. SIMCO LOGISTICS, INC. UNION EMPLOYEES' 401(K) PLAN | MOORESTOWN, NJ | Advisor / Consultant ADVISOR | 166 | $10.4M | $0 |
| VALEO BEHAVIORAL HEALTH CARE VALEO BEHAVIORAL HEALTH CARE 401(K) PLAN | TOPEKA, KS | Other NONE | 257 | $10.2M | $0 |
| FRUIT CENTER, INC. FRUIT CENTER, INC. 401(K) PROFIT SHARING PLAN | MILTON, MA | Advisor / Consultant ADVISOR | 125 | $10.1M | $0 |
| GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN | ALBANY, NY | Other OTHER SERVICES | 206 | $9.8M | $0 |
| INNOVATE, INC. INNOVATE!, INC. RETIREMENT TRUST | ALEXANDRIA, VA | Other OTHER SERVICES | 120 | $9.7M | $0 |
| HOSHINO (USA), INC. HOSHINO (USA), INC. RETIREMENT PLAN | BENSALEM, PA | Advisor / Consultant ADVISOR | 92 | $9.2M | $0 |
| CREATIVE ASSET MANAGEMENT, INC. CREATIVE ASSET MANAGEMENT, INC. RETIREMENT PLAN | JONESBORO, GA | Advisor / Consultant ADVISOR | 486 | $9.0M | $0 |
| VALEO BEHAVIORAL HEALTH CARE VALEO BEHAVIORAL HEALTH CARE 401(K) PLAN | TOPEKA, KS | Other NONE | 244 | $8.8M | $0 |
| FRUIT CENTER, INC. FRUIT CENTER, INC. 401(K) PROFIT SHARING PLAN | MILTON, MA | Advisor / Consultant ADVISOR | 123 | $8.7M | $0 |
| HOSHINO (USA), INC. HOSHINO (USA), INC. RETIREMENT PLAN | BENSALEM, PA | Advisor / Consultant ADVISOR | 85 | $7.7M | $0 |
| MIDWEST COOLING TOWER SERVICES, LLC MIDWEST COOLING TOWER SERVICES, LLC 401(K) PLAN | KROTZ SPRINGS, LA | Broker BROKER/ADVISER | 238 | $7.5M | $0 |
| CREATIVE ASSET MANAGEMENT, INC. CREATIVE ASSET MANAGEMENT, INC. RETIREMENT PLAN | JONESBORO, GA | Advisor / Consultant ADVISOR | 365 | $6.9M | $0 |
| CHANTECAILLE BEAUTE INC CHANTECAILLE BEAUTE INC 401 K PROFIT SHARING PLAN TRUST | NEW YORK, NY | Other INVESTMENTS | 117 | $5.5M | $0 |
| INSULFAB PLASTICS, INC. INSULFAB PLASTICS, INC. 401(K) RETIREMENT SAVINGS PROGRAM | SPARTANBURG, SC | Advisor / Consultant ADVISOR | 121 | $5.4M | $0 |
| SHIPYARD BREWING COMPANY, LLC THE SHIPYARD BREWING CO & AFFILIATES 401(K) & PROFIT SHARI | PORTLAND, ME | Advisor / Consultant ADVISOR | 207 | $4.3M | $0 |
| MEDBRIDGE, INC. MEDBRIDGE, INC. 401(K) PLAN | SEATTLE, WA | Other OTHER SERVICES | 141 | $4.2M | $0 |
| SOFTUB, INC. SOFTUB, INC. 401(K) PROFIT SHARING PLAN | VALENCIA, CA | Advisor / Consultant ADVISOR | 92 | $3.3M | $0 |
| MEDCENTRIS MEDCENTRIS 401(K) PLAN | HAMMOND, LA | Advisor / Consultant FINANCIAL ADVISOR | 276 | $3.1M | $0 |
| ENNIS CENTER FOR CHILDREN, INC. 403(B) THRIFT PLAN OF ENNIS CENTER FOR CHILDREN, INC. | FLINT, MI | Broker BROKER/ADVISER | 164 | $3.0M | $0 |
| HOPES COMMUNITY ACTION PARTNERSHIP, INCORPORATED HOPES COMMUNITY ACTION PARTNERSHIP, INCORPORATED TAX SHELTERED ANNUITY PLAN | HOBOKEN, NJ | Other OTHER SERVICES | 356 | $2.6M | $0 |
| CHANTECAILLE BEAUTE INC CHANTECAILLE BEAUTE INC 401 K PROFIT SHARING PLAN TRUST | NEW YORK, NY | Other INVESTMENTS | 0 | $0 | $0 |
| MIDWEST COOLING TOWER SERVICES, LLC MIDWEST COOLING TOWER SERVICES, LLC 401(K) PLAN | KROTZ SPRINGS, LA | Advisor / Consultant BROKER/ADVISOR | 0 | $0 | $0 |
| COMSTAR TECHNOLOGIES, LLC COMSTAR TECHNOLOGIES 401(K) PLAN | WEST CHESTER, PA | Advisor / Consultant ADVISOR | 0 | $0 | $0 |