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 |
|---|---|---|---|---|---|---|
| Garney Holding Company Garney Holding Company Employee Stock Ownership Plan and Trust · all filings | NORTH KANSAS CITY, MO | Advisor / Consultant | 2,390 | $1.7B | $68K | $0 |
| Lifespan Corporation Lifespan 401(k) Retirement Savings Plan · all filings | PROVIDENCE, RI | Advisor / Consultant | 15,838 | $935.8M | $48K | $0 |
| Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings | DRAPER, UT | Investment manager | — | $649.1M | $6K | $0 |
| Brown Investment Advisory & Trust Company Brown Advisory 401(k) Plan · all filings | BALTIMORE, MD | Investment manager | 870 | $275.8M | $70K | $0 |
| WSB & Associates, Inc. WSB & Associates, Inc. 401(k) New Comparability Plan and Trust · all filings | MINNEAPOLIS, MN | Investment manager | 1,329 | $123.9M | $52K | $52K |
| WWEX UNI Topco Holdings, LLC WWEX Retirement Plan · all filings | DALLAS, TX | Investment manager | 2,578 | $113.5M | $70K | $0 |
| Massey Services, Inc. Massey Services, Inc. 401(k) Retirement Plan · all filings | ORLANDO, FL | Advisor / Consultant | 2,413 | $105.8M | $40K | $0 |
| Sarnova HC, LLC Sarnova HC, LLC Profit Sharing Plan and Trust · all filings | DUBLIN, OH | Investment manager | 1,399 | $100.0M | $59K | $0 |
| Plan Fiduciary Services, Inc. Enterprise Select Pooled Employer Plan · all filings | CLEARWATER, FL | Investment manager | 3,880 | $76.5M | $35K | $179 |
| Emerus Holdings, Inc. Emerus Retirement Savings Plan · all filings | THE WOODLANDS, TX | Investment manager | 2,143 | $74.5M | $60K | $0 |
| Erickson Incorporated Erickson Incorporated 401(k) Profit Sharing Plan · all filings | CENTRAL POINT, OR | Investment manager | 294 | $64.2M | $56K | $0 |
| Paladin Technologies Paladin Technologies 401(k) Plan · all filings | BURNSVILLE, MN | Investment manager | 728 | $42.0M | $0 | $0 |
| Paladin Technologies Paladin Technologies 401(k) Plan · all filings | BURNSVILLE, MN | Investment manager | 482 | $35.3M | $0 | $0 |
| Corporate America Family Credit Union Corporate America Family Credit Union 401(k) Plan · all filings | ELGIN, IL | Investment manager | 185 | $32.1M | $1K | $0 |
| Educational Data Systems, Inc. Educational Data Systems, Inc. 401(k) Plan · all filings | DEARBORN, MI | Investment manager | 744 | $27.3M | $35K | $0 |
| Air-Conditioning, Heating and Refrigeration Institute Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan · all filings | ARLINGTON, VA | Investment manager | 119 | $26.6M | $37K | $0 |
| Experimental Pathology Laboratories, Inc. EPL Employee Savings and Stock Ownership Plan (401(k) Portion) · all filings | STERLING, VA | Advisor / Consultant | 134 | $18.5M | $0 | $31K |
| Phoenix Healthcare Management Services, Inc. Phoenix Healthcare Management Services, Inc. 401(k) Plan · all filings | ATLANTA, GA | Advisor / Consultant | 168 | $14.5M | $0 | $30K |
| Lumio HX, Inc. Lumio HX, Inc. 401(k) Retirement Plan · all filings | LEHI, UT | Investment manager | 8 | $10.4M | $42K | $0 |
| West Harbor Healthcare LLC West Harbor Healthcare 401(k) Plan · all filings | CARLSBAD, CA | Advisor / Consultant | 710 | $6.5M | $26K | $0 |
| The Glenridge on Palmer Ranch, Inc. The Glenridge on Palmer Ranch 401(k) Plan · all filings | SARASOTA, FL | Investment manager | 330 | $3.7M | $7K | $0 |
| RX Savings Solutions RX Savings Solutions 401(k) Plan · all filings | OVERLAND PARK, KS | Advisor / Consultant | 0 | $0 | $13K | $0 |
| MEMC, LLC MEMC LLC Pension Plan · all filings | ST. PETERS, MO | Investment manager | 0 | $0 | $38K | $0 |
| The Bukaty Agency, Inc. The Bukaty Agency, Inc. Employees 401(k) Plan · all filings | LEAWOOD, KS | Investment manager | 0 | $0 | $4K | $0 |
