RESOURCE INVESTMENT
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
103
Active participants
112,328
Total plan assets
$11.2B
Filings (rows)
105
Direct comp
$2.9M
Indirect comp
$202K
Aggregating 6 name variants under "RESOURCE INVESTMENT"
SERVICES PROVIDED
Other62
Advisor / Consultant41
Top plans served
Showing top 105 of 103 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GARNEY HOLDING COMPANY GARNEY HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | NORTH KANSAS CITY, MO | Advisor / Consultant CONSULTANT | 2,390 | $1.7B | $68K |
| GARNEY HOLDING COMPANY GARNEY HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | NORTH KANSAS CITY, MO | Advisor / Consultant CONSULTANT | 2,107 | $1.4B | $94K |
| GARNEY HOLDING COMPANY GARNEY HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | NORTH KANSAS CITY, MO | Advisor / Consultant CONSULTANT | 1,827 | $1.1B | $91K |
| LIFESPAN CORPORATION LIFESPAN 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE, RI | Advisor / Consultant ADVISOR/CONSULTANT | 15,838 | $935.8M | $48K |
| LIFESPAN CORPORATION LIFESPAN 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE, RI | Advisor / Consultant ADVISOR/CONSULTANT | 14,816 | $681.7M | $41K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Other NONE | — | $649.1M | $6K |
| ELLIOT HEALTH SYSTEM, INC. ELLIOT HEALTH SYSTEM PENSION PLAN | MANCHESTER, NH | Other NONE | 520 | $285.7M | $14K |
| ELLIOT HEALTH SYSTEM, INC. ELLIOT HEALTH SYSTEM PENSION PLAN | MANCHESTER, NH | Other NONE | 475 | $277.8M | $24K |
| BROWN INVESTMENT ADVISORY & TRUST COMPANY BROWN ADVISORY 401(K) PLAN | BALTIMORE, MD | Other NONE | 870 | $275.8M | $70K |
| BROWN INVESTMENT ADVISORY & TRUST COMPANY BROWN ADVISORY 401(K) PLAN | BALTIMORE, MD | Other NONE | 810 | $232.6M | $53K |
| SILICON LABORATORIES INC. SILICON LABORATORIES INC. 401(K) PLAN | AUSTIN, TX | Other NONE | 775 | $208.6M | $56K |
| NUVASIVE, INC. NUVASIVE, INC. 401K PLAN | SAN DIEGO, CA | Other SERVICE PROVIDER | 2,450 | $198.6M | $20K |
| ATRIA SENIOR LIVING, INC. ATRIA SENIOR LIVING, INC. 401(K) PLAN | LOUISVILLE, KY | Advisor / Consultant ADVISOR | 10,130 | $151.6M | $15K |
| SESAME WORKSHOP SESAME WORKSHOP 401(K) RETIREMENT PLAN | NEW YORK, NY | Other NONE | 955 | $147.3M | $52K |
| WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS, MN | Other REGISTERED IN VESTMENT AD | 1,329 | $123.9M | $52K |
| WWEX UNI TOPCO HOLDINGS, LLC WWEX RETIREMENT PLAN | DALLAS, TX | Other NONE | 2,578 | $113.5M | $70K |
| MASSEY SERVICES, INC. MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN | ORLANDO, FL | Advisor / Consultant ADVISOR | 2,413 | $105.8M | $40K |
| SARNOVA HC, LLC SARNOVA HC, LLC PROFIT SHARING PLAN AND TRUST | DUBLIN, OH | Other NONE | 1,399 | $100.0M | $59K |
| WWEX UNI TOPCO HOLDINGS, LLC WWEX RETIREMENT PLAN | DALLAS, TX | Other NONE | 2,459 | $97.1M | $53K |
| MASSEY SERVICES, INC. MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN | ORLANDO, FL | Other | 2,784 | $93.1M | $40K |
| WSB LLC WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS, MN | Other REGISTERED IN VESTMENT AD | 732 | $90.6M | $50K |
| THE HAVERFORD SCHOOL THE HAVERFORD SCHOOL 403(B) PLAN | HAVERFORD, PA | Advisor / Consultant INVESTMENT ADVISOR | 199 | $90.3M | $23K |
| SARNOVA HC, LLC SARNOVA HC, LLC PROFIT SHARING PLAN AND TRUST | DUBLIN, OH | Other NONE | 1,315 | $88.8M | $59K |
| TRAC INTERMODAL TRAC INTERMODAL RETIREMENT SAVINGS PLAN | PRINCETON, NJ | Other NONE | 564 | $85.4M | $49K |
| THE HAVERFORD SCHOOL THE HAVERFORD SCHOOL 403(B) PLAN | HAVERFORD, PA | Advisor / Consultant INVESTMENT ADVISOR | 176 | $79.7M | $45K |
| PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER, FL | Other SERVICE PROVIDER | 3,880 | $76.5M | $35K |
| IBEW LOCAL UNION 305 PENSION PLAN BOARD OF TRUSTEES INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 305 PENSION PLAN | FORT WAYNE, IN | Other NONE | 737 | $76.3M | $15K |
| EMERUS HOLDINGS, INC. EMERUS RETIREMENT SAVINGS PLAN | THE WOODLANDS, TX | Other NONE | 2,143 | $74.5M | $60K |
| SARNOVA HC, LLC SARNOVA HC, LLC PROFIT SHARING PLAN AND TRUST | DUBLIN, OH | Other NONE | 1,329 | $74.4M | $15K |
| WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS, MN | Other REGISTERED IN VESTMENT AD | 623 | $70.9M | $50K |
| ERICKSON INCORPORATED ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN | CENTRAL POINT, OR | Other NONE | 498 | $67.5M | $28K |
| ERICKSON INCORPORATED ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN | CENTRAL POINT, OR | Other NONE | 294 | $64.2M | $56K |
| HENRICKSEN & COMPANY, INC. HENRICKSEN & COMPANY, INC. 401(K) PROFIT SHARING PLAN | ITASCA, IL | Advisor / Consultant INVESTMENT ADVISOR | 316 | $61.8M | $33K |
| EMERUS HOLDINGS, INC. EMERUS RETIREMENT SAVINGS PLAN | THE WOODLANDS, TX | Other NONE | 2,138 | $60.6M | $53K |
| BOWFLEX INC. BOWFLEX INC. 401(K) SAVINGS PLAN | VANCOUVER, WA | Other NONE | 338 | $60.6M | $25K |
| PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER, FL | Other SERVICE PROVIDER | 2,703 | $59.8M | $24K |
| MEMC, LLC MEMC LLC PENSION PLAN | ST. PETERS, MO | Other NONE | 6 | $54.5M | $90K |
| MOAC MALL HOLDINGS LLC MALL OF AMERICA EMPLOYEE RETIREMENT SAVINGS PLAN | BLOOMINGTON, MN | Other NONE | 1,140 | $52.0M | $29K |
| BUILDERS MUTUAL INSURANCE COMPANY BUILDERS MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN | RALEIGH, NC | Other NONE | 421 | $49.4M | $849 |
| EUGENE THERAPY, LLC RICHELSON CONTROL GROUP 401(K) PLAN | MINNETONKA, MN | Advisor / Consultant CONSULTANT | 2,764 | $46.4M | $19K |
| ROMMEL COMPANIES ROMMEL COMPANIES 401(K) PLAN | LINTHICUM, MD | Other NONE | 659 | $45.0M | $106K |
| MOAC MALL HOLDINGS LLC MALL OF AMERICA EMPLOYEE RETIREMENT SAVINGS PLAN | BLOOMINGTON, MN | Other NONE | 1,174 | $42.4M | $27K |
| PALADIN TECHNOLOGIES PALADIN TECHNOLOGIES 401(K) PLAN | BURNSVILLE, MN | Other NONE | 728 | $42.0M | $0 |
| RADIOLOGY ASSOCIATES OF CENTRAL FLORIDA, P.L. RADIOLOGY ASSOCIATES OF CENTRAL FLORIDA, P.L. 401(K) PLAN AND TRUST | LEESBURG, FL | Advisor / Consultant ADVISOR | 210 | $37.8M | $22K |
| TRINITY VALLEY SCHOOL TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY | FORT WORTH, TX | Other NONE | 202 | $37.7M | $10K |
| PALADIN TECHNOLOGIES PALADIN TECHNOLOGIES 401(K) PLAN | BURNSVILLE, MN | Other NONE | 482 | $35.6M | $0 |
| PALADIN TECHNOLOGIES PALADIN TECHNOLOGIES 401(K) PLAN | BURNSVILLE, MN | Other NONE | 482 | $35.3M | $0 |
| CORPORATE AMERICA FAMILY CREDIT UNION CORPORATE AMERICA FAMILY CREDIT UNION 401(K) PLAN | ELGIN, IL | Other NONE | 185 | $32.1M | $1K |
| ABDO, LLP ABDO 401(K) PROFIT SHARING PLAN | MANKATO, MN | Other REGISTERD INVESTMENT AD | 211 | $28.9M | $60K |
| BARLEY SNYDER LLP BARLEY SNYDER PROFIT SHARING PLAN | LANCASTER, PA | Other NONE | 219 | $27.6M | $14K |
| EDUCATIONAL DATA SYSTEMS, INC. EDUCATIONAL DATA SYSTEMS, INC. 401(K) PLAN | DEARBORN, MI | Other NONE | 744 | $27.3M | $35K |
| AIR-CONDITIONING, HEATING AND REFRIGERATION INSTITUTE AIR-CONDITIONING, HEATING AND REFRIGERATION INSTITUTE 401(K) RETIREMENT PLAN | ARLINGTON, VA | Other NONE | 119 | $26.6M | $37K |
| 3-DIMENSIONAL SERVICES INC. 3-DIMENSIONAL SERVICES GROUP 401K PLAN & TRUST | ROCHESTER HILLS, MI | Other NONE | 531 | $23.9M | $40K |
| EDUCATIONAL DATA SYSTEMS, INC. EDUCATIONAL DATA SYSTEMS, INC. 401K PLAN | DEARBORN, MI | Other NONE | 814 | $23.3M | $35K |
| ABDO, LLP ABDO 401(K) PROFIT SHARING PLAN | MANKATO, MN | Other REGISTERD INVESTMENT AD | 173 | $23.3M | $54K |
| BARLEY SNYDER LLP BARLEY SNYDER PROFIT SHARING PLAN | LANCASTER, PA | Other NONE | 187 | $22.9M | $52K |
| AIR-CONDITIONING, HEATING AND REFRIGERATION INSITUTE AIR-CONDITIONING, HEATING AND REFRIGERATION INSTITUTE 401(K) RETIREMENT PLAN | ARLINGTON, VA | Other NONE | 106 | $22.1M | $28K |
| VIDEOTRONIX INCORPORATED VIDEOTRONIX INCORPORATED PROFIT SHARING PLAN AND TRUST | BURNSVILLE, MN | Other NONE | 384 | $20.9M | $7K |
| SHORECREST PREPARATORY SCHOOL SHORECREST PREPARATORY SCHOOL 403(B) DC PLAN | ST. PETERSBURG, FL | Advisor / Consultant ADVISOR | 185 | $20.8M | $2K |
| RESOURCES FOR HUMAN DEVELOPMENT, INC. RHD INVESTORS CHOICE 403(B) PLAN | PHILADELPHIA, PA | Advisor / Consultant INVESTMENT ADVISORS | 3,650 | $19.6M | $31K |
| EXPERIMENTAL PATHOLOGY LABORATORIES, INC EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (401(K) PORTION) | STERLING, VA | Advisor / Consultant INVESTMENT ADVISORY | 134 | $18.5M | $0 |
| JABIAN, LLC JABIAN, LLC 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 137 | $18.2M | $543 |
| BRODSTONE MEMORIAL HOSPITAL BRODSTONE MEMORIAL HOSPITAL TAX DEFERRED ANNUITY PLAN | SUPERIOR, NE | Advisor / Consultant ADVISOR | 264 | $16.9M | $46K |
| CANDID COLOR SYSTEMS, INC. CANDID COLOR SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY, OK | Other OTHER | 205 | $15.8M | $10K |
| UNITED WAY OF GREATER ATLANTA, INC UNITED WAY OF GREATER ATLANTA 403(B) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 148 | $15.8M | $18K |
| EXPERIMENTAL PATHOLOGY LABORATORIES, INC EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (401(K) PORTION) | STERLING, VA | Advisor / Consultant INVESTMENT ADVISORY | 123 | $15.5M | $0 |
| BRODSTONE MEMORIAL HOSPITAL BRODSTONE MEMORIAL HOSPITAL TAX DEFERRED ANNUITY PLAN | SUPERIOR, NE | Advisor / Consultant ADVISOR | 234 | $14.5M | $44K |
| PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 168 | $14.5M | $0 |
| PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 154 | $13.3M | $0 |
| PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 181 | $11.8M | $0 |
| OKLAHOMA CHAPTER, BUILDERS DIVISION OF AGC OF AMERICA, INC. AGC OF OKLAHOMA 401(K) RETIREMENT PLAN | OKLAHOMA CITY, OK | Advisor / Consultant INVESTMENT ADVISORY | 433 | $11.6M | $5K |
| OKLAHOMA CHAPTER, BUILDERS DIVISION OF AGC OF AMERICA, INC. AGC OF OKLAHOMA 401(K) RETIREMENT PLAN | OKLAHOMA CITY, OK | Advisor / Consultant INVESTMENT ADVISORY | 380 | $11.3M | $6K |
| LUMIO HX, INC. LUMIO HX, INC. 401(K) RETIREMENT PLAN | LEHI, UT | Other NONE | 8 | $10.4M | $42K |
| LUMIO HX, INC. LUMIO HX, INC. 401(K) RETIREMENT PLAN | LEHI, UT | Other NONE | 632 | $10.1M | $41K |
| PIEPER-OLSON VET HOSPITAL, P.C. PIEPER-OLSON VET HOSPITAL EMPLOYEES PLAN | MIDDLETOWN, CT | Advisor / Consultant INVESTMENT ADVISOR | 323 | $8.7M | $27K |
| SNYDER PAPER CORPORATION SNYDER PAPER CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | HICKORY, NC | Other NONE | 260 | $8.1M | $19K |
| ASTRO SHAPES LLC ASTRO SHAPES LLC UNION EMPLOYEES 401(K) RETIREMENT PLAN | STRUTHERS, OH | Advisor / Consultant INVESTMENT ADVISOR | 148 | $7.5M | $7K |
| AERONET, INC. AERONET, INC. 401(K) PLAN | IRVINE, CA | Other NONE | 214 | $7.5M | $22K |
| POLYTAINERS, INC. POLYTAINERS, INC. PROFIT SHARING/401(K) RETIREMENT PLAN | LEES SUMMIT, MO | Advisor / Consultant INVESTMENT ADVISOR | 279 | $6.8M | $17K |
| WEST HARBOR HEALTHCARE LLC WEST HARBOR HEALTHCARE 401(K) PLAN | CARLSBAD, CA | Advisor / Consultant INVESTMENT ADVISOR | 710 | $6.5M | $26K |
| TROVE BRANDS, LLC TROVE BRANDS 401(K) PLAN | LEHI, UT | Advisor / Consultant INVESTMENT ADVISOR | 169 | $6.4M | $16K |
| LIDWORKS, CO. LIDWORKS 401(K) SAVINGS PLAN | PLANT CITY, FL | Other NONE | 131 | $5.8M | $18K |
| MIAMI VALLEY GAMING & RACING MIAMI VALLEY GAMING 401(K) PLAN | LEBANON, OH | Advisor / Consultant REGISTERED INV ADVISOR | 317 | $5.7M | $0 |
| MIAMI VALLEY GAMING & RACING MIAMI VALLEY GAMING 401(K) PLAN | LEBANON, OH | Advisor / Consultant INVESTMENT ADVISOR | 317 | $5.7M | $22K |
| LUMIO HX, INC. LUMIO HX, INC. 401(K) RETIREMENT PLAN | LEHI, UT | Other NONE | 1,416 | $5.4M | $8K |
| SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION SAN DIEGO SYMPHONY 403(B) PLAN | SAN DIEGO, CA | Other NONE | 168 | $5.3M | $12K |
| INTERCRUISES SHORESIDE & PORT SERVICES, INC. TUI USA 401(K) PLAN | FORT LAUDERDALE, FL | Advisor / Consultant INVESTMENT ADVISORY | 676 | $4.9M | $17K |
| LIDWORKS, CO. LIDWORKS 401(K) SAVINGS PLAN | PLANT CITY, FL | Other NONE | 138 | $4.8M | $22K |
| SNUGZ USA SNUGZ USA RETIREMENT PLAN | WEST JORDAN, UT | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 631 | $4.7M | $18K |
| WEST HARBOR HEALTHCARE LLC WEST HARBOR HEALTHCARE 401(K) PLAN | CARLSBAD, CA | Advisor / Consultant INVESTMENT ADVISOR | 589 | $4.7M | $19K |
| C & S PRODUCTS CO., INC. C & S PRODUCTS CO., INC. 401K SAVINGS PLAN | FORT DODGE, IA | Other INVESTMENT MGMT | 109 | $4.3M | $13K |
| DELTA TRAK, INC. DELTA TRAK, INC. 401(K) PROFIT SHARING PLAN AND TRUST | PLEASANTON, CA | Other NONE | 102 | $3.8M | $9K |
| THE GLENRIDGE ON PALMER RANCH, INC. THE GLENRIDGE ON PALMER RANCH 401(K) PLAN | SARASOTA, FL | Other NONE | 330 | $3.7M | $7K |
| C & S PRODUCTS CO., INC. C & S PRODUCTS CO., INC. 401K SAVINGS PLAN | FORT DODGE, IA | Other CONTACT ADMIN | 124 | $3.5M | $15K |
| C & S PRODUCTS CO., INC. C & S PRODUCTS CO., INC. 401K SAVINGS PLAN | FORT DODGE, IA | Other INVESTMENT MGMT | 124 | $3.5M | $8K |
| UNITEK LEARNING EDUCATION GROUP CORP. UNITEK COLLEGE UTAH, LLC 401(K) PLAN | NEWPORT BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 211 | $3.3M | $9K |
| THE GLENRIDGE ON PALMER RANCH, INC. THE GLENRIDGE ON PALMER RANCH 401(K) PLAN | SARASOTA, FL | Other NONE | 307 | $2.9M | $5K |
| WEST HARBOR HEALTHCARE LLC WEST HARBOR HEALTHCARE 401(K) PLAN | CARLSBAD, CA | Advisor / Consultant INVESTMENT ADVISOR | 570 | $2.9M | $13K |
| BULLISH US LLC BULLISH US 401(K) PLAN | BLACKSBURG, VA | Advisor / Consultant INVESTMENT ADVISOR | 125 | $2.3M | $7K |
| PLANET GRANITE, INC. PLANET GRANITE, INC. 401(K) PLAN | COLORADO SPRINGS, CO | Advisor / Consultant INVESTMENT ADVISORS | 101 | $2.3M | $20K |
| KING'S WAY CHRISTIAN SCHOOLS KING'S WAY CHRISTIAN SCHOOLS 403(B) PLAN | VANCOUVER, WA | Advisor / Consultant INVESTMENT ADVISORY | 173 | $1.5M | $7K |
| T FETTER & CO T FETTER COMPANIES 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 120 | $836K | $348 |
| RX SAVINGS SOLUTIONS RX SAVINGS SOLUTIONS 401(K) PLAN | OVERLAND PARK, KS | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $13K |
| THE BUKATY AGENCY, INC. THE BUKATY AGENCY, INC. EMPLOYEES 401K PLAN | LEAWOOD, KS | Other INVESTMENT MGMT | 0 | $0 | $4K |
| MEMC, LLC MEMC LLC PENSION PLAN | ST. PETERS, MO | Other NONE | 0 | $0 | $38K |