Retirement Plan Advisor Search

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

Active participants

2,753

Total plan assets

$866.5M

Filings (rows)

Direct comp

$33K

Indirect comp

Showing only "RETIREMENT PLAN ADVISOR SEARCH"

View all 46 variants aggregated →

RETIREMENT PLAN162 RETIREMENT PLAN CONCEPTS & SERVICES152 RETIREMENT PLAN SOLUTIONS95 RETIREMENT PLAN CONSULTANTS94 RETIREMENT PLANNERS & ADMINISTRATOR91 RETIREMENT PLAN ADMINISTRATORS53 RETIREMENT PLANS23

SERVICES PROVIDED

TPA / Administrator3

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Thryv Holdings Inc. Thryv Savings Plan · all filings	DFW AIRPORT, TX	Advisor / Consultant	1,985	$840.6M	$23K	$0
Child & Family Support Services, Inc. CFSS 401(k) Plan · all filings	PHOENIX, AZ	TPA / Administrator	265	$9.5M	$4K	$0
Child & Family Support Services, Inc. CFSS 401(k) Plan · all filings	PHOENIX, AZ	TPA / Administrator	251	$9.1M	$4K	$0
Child & Family Support Services, Inc. CFSS 401(k) Plan · all filings	PHOENIX, AZ	TPA / Administrator	252	$7.3M	$4K	$0