Retirement Plan Professionals

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

565

Total plan assets

$26.3M

Filings (rows)

Direct comp

$42K

Indirect comp

$21K

Showing only "RETIREMENT PLAN PROFESSIONALS"

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 / Administrator5

Other service providers1

Recordkeeper1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BOLD Penguin, Inc. BOLD Penguin 401(k) Plan · all filings	COLUMBUS, OH	TPA / Administrator	238	$14.1M	$0	$15K
United Furniture Industries, Inc. United Furniture Industries, Inc. 401(k) Retirement Plan · all filings	TUPELO, MS	Other service providers	14	$6.7M	$0	$5K
Stage Capital Florida LLC Stage Capital LLC 401(k) Retirement Plan · all filings	NAPLES, FL	TPA / Administrator	101	$2.0M	$8K	$0
Stage Capital Florida LLC Stage Capital LLC 401(k) Retirement Plan · all filings	NAPLES, FL	TPA / Administrator	30	$1.8M	$7K	$0
PIES & Pints Management Co., LLC PIES & Pints 401(k) Plan · all filings	LEWIS CENTER, OH	Recordkeeper	149	$1.6M	$1K	$0
United Furniture Industries, Inc. United Furniture Industries, Inc. 401(k) Retirement Plan · all filings	TUPELO, MS	TPA / Administrator	0	$0	$20K	$760
Stage Capital Florida LLC Stage Capital LLC 401(k) Retirement Plan · all filings	NAPLES, FL	TPA / Administrator	33	—	$5K	$0